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Workflows Directory

Find your team’s next superpower.

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5 workflow templates

  • Asset register to invoice reconciliation

    When new equipment, transfers or retirements must reach the reporting pack, the asset accountant gets a proposed register update matched to purchase records, commissioning evidence and the ledger, with duplicate IDs, unmatched invoices and uncertain in-service dates listed.

    Starts it
    Asset accountant
    Brings
    export, notes
    Gets
    8 outputs

  • Dataset profile

    Before anyone joins or relies on a new export, the analyst gets one profile of it: what one row stands for, where keys repeat, what is missing, which values look odd, and a numbered list of questions for the data owner. No data is changed and no verdict is given.

    Starts it
    Analyst
    Brings
    export, notes
    Gets
    4 outputs

  • Household record differences

    When the CRM and the custodian's account export disagree about a household, the operations owner gets one comparison: accounts with no household, possible duplicates and field-by-field differences, each with its source row and a proposed correction left as a question. No record is changed.

    Starts it
    Operations owner
    Brings
    export, notes
    Gets
    6 outputs

  • Preventive maintenance plan

    For one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.

    Starts it
    Facilities manager
    Brings
    export, notes
    Gets
    6 outputs

  • Rent roll to lease abstract match

    Your property accountant gets the rent roll checked against the verified lease abstracts and amendments, unit by unit: rent, area, commencement and expiration, with every difference listed for review. It compares supplied fields only and corrects nothing.

    Starts it
    Property accountant
    Brings
    export, notes, document
    Gets
    6 outputs