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Workflows Directory

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60 workflow templates, showing 1 to 24

  • Account commitments check

    Before the next customer conversation, the account manager gets one list of what each side promised in recent meetings and emails, each linked to its source and marked open, done or unclear, with a suggested owner. Nothing goes to the customer.

    Starts it
    Account manager
    Brings
    export, notes, pasted text
    Gets
    5 outputs

  • Account handoff

    The day a deal closes, your client success manager gets one record: what was sold and promised, who is involved, the dates and billing terms as agreed, the risks the seller heard and what is still missing. Every next action has an owner.

    Starts it
    Account executive
    Brings
    notes, document, pasted text
    Gets
    3 outputs

  • App data requirements

    When the requirements for an internal app leave fields or actions unclear, the business systems analyst gets one data specification: entities, fields, who reads and writes each, and every unresolved name as a question. Nothing is built or changed.

    Starts it
    Business systems analyst
    Brings
    export, notes, document
    Gets
    9 outputs

  • 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

  • Asset replacement options comparison

    When an aging asset has more than one proposed replacement or upgrade, the finance lead and the engineering owner get one workbook: the supplied costs, operating assumptions and lives on one basis, with price-basis gaps, unverified savings and open sensitivity questions marked. It recommends no spend.

    Starts it
    Finance analyst
    Brings
    export, notes
    Gets
    6 outputs

  • Business trip plan

    The assistant hands the traveller one plan for one business trip: dates and nights fixed from the brief, travel and hotel options with prices and the day each was checked, a day-by-day timetable around the meetings, the cost against travel policy and the bookings still to make. Nothing is booked or paid.

    Starts it
    Executive assistant
    Brings
    notes, document, pasted text
    Gets
    5 outputs

  • Buyer security questionnaire answers

    When a buyer sends a security questionnaire, your sales owner gets a draft answer matrix: each question beside the evidence your security owner supplied, its date, its limits and a named reviewer, with stale, partial and unverifiable answers marked.

    Starts it
    Sales owner
    Brings
    export, notes, pasted text
    Gets
    4 outputs
    • Sales
    • Software technology (filtered by)
    • Established businesses (filtered by)

  • Cancellation request response

    When a customer asks to cancel or cut back, the account manager gets one page: the request and the reason in the customer's words, the account's recent history, only the options your business already approved that fit that reason, and a reply that confirms the choice and what happens next. A person sends it.

    Starts it
    Account manager
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Churn risk and save plan

    Once a quarter, the owner or account lead sees why customers really left, read from your own cancellation notes and records, how many left for each cause, and one change to try for each, with an owner, a start date and the count that will show whether it helped. A person decides every change.

    Starts it
    Owner
    Brings
    export, notes, document, pasted text
    Gets
    6 outputs

  • Comparison claim check

    A manager holding a claim such as "version B converts better" and two groups of numbers gets back the method used, the size of the difference, how uncertain it is, the assumptions checked, and plain wording for what the data does and does not support. The manager decides what to do.

    Starts it
    Analyst
    Brings
    export, notes, pasted text
    Gets
    7 outputs

  • Contract amendment trace

    Before a question about a signed contract goes to counsel, the contracts manager has one dated history of the provision that matters: every signed document in order, each version quoted with its document and section, every gap marked, and a list for the lawyer to confirm. It never says which wording controls.

    Starts it
    Contracts manager
    Brings
    export, notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • Contract issues table for counsel

    Before counsel negotiates a vendor or customer agreement, the contracts team hands over one cited issues table: every clause quoted with its section, the playbook position it meets or departs from, the playbook’s fallback wording copied beside each departure, and the approver your matrix names. Counsel decides.

    Starts it
    Contracts manager
    Brings
    notes, document, pasted text
    Gets
    7 outputs

    Prepares work for a lawyer. Not legal advice.

  • Contract renewal and notice register

    From your signed agreements and amendments, the contracts manager gets a register for counsel to confirm: each term, renewal and notice clause quoted with its section, cancel-by and send-by dates proposed only under counsel's own counting rules, and the windows sorted by proposed send-by date. Nothing is sent.

    Starts it
    Contracts manager
    Brings
    export, notes, document
    Gets
    5 outputs

    Prepares work for a lawyer. Not legal advice.

  • Copy edit with a change list

    Hand over a page, an email or a brochure and get it back plainer and tighter, with no claim stronger than the statements you can support and a change list that shows every edit, its reason and any meaning it moved. You approve each change before the copy is used.

    Starts it
    Marketing coordinator
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Creative test evidence review

    When a batch of ad creative is ready for review, the creative strategist and media lead get an evidence table by creative, angle, format and hook, with tentative learning and next-test options. No winner or loser is named, and thin evidence is held back.

    Starts it
    Creative strategist
    Brings
    export, notes
    Gets
    6 outputs

  • Current experience baseline

    Before a redesign, the design lead gets a baseline built from the captures and page list they supply: each page read with its content and design observations, the patterns that recur, and the pages outside the evidence. The lead confirms the baseline and sets the scope.

    Starts it
    Design lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Customer feedback themes

    Each month your support lead sees what customers keep telling you: tickets, disputes, reviews and survey comments grouped into themes with counts and quotations, the three issues most worth fixing with a proposed fix and owner, and a note for customers once a fix ships. A person decides every fix.

    Starts it
    Support lead
    Brings
    export, notes, document
    Gets
    5 outputs

  • Customer reply drafting

    Every customer gets the reply your best person would write. Hand over the customer's message, your tone guide and your approved answers, and get back a draft in your voice where every statement and every promise traces to something you approved. A person on your team reads it, edits it and sends it.

    Starts it
    Support agent
    Brings
    notes, document, pasted text
    Gets
    3 outputs

  • Customer satisfaction detractor follow-up

    Every week your support lead gets each low satisfaction or recommendation score with the ticket behind it: the customer's own words, what went wrong as far as the ticket shows, a suggested owner and a draft message, plus the trend and a warning wherever the numbers are too thin to read. A person sends every message.

    Starts it
    Support lead
    Brings
    export, notes, pasted text
    Gets
    7 outputs

  • Dashboard brief

    Before anyone builds the dashboard, the requester gets one brief that settles the work: the decisions it serves, what is shown, each metric's definition, the filters, notes on every source and who refreshes it. The requester approves what is shown and the definitions.

    Starts it
    Analyst
    Brings
    export, notes
    Gets
    4 outputs

  • Design assumption change register

    When client criteria or design assumptions change, the project engineer gets one sourced register: what changed, which recorded requirements it touches, how firm each source is, and what still needs confirmation. No design basis is altered.

    Starts it
    Project engineer
    Brings
    export, notes
    Gets
    6 outputs

  • Emissions activity data schedule

    When the reporting period closes, the environmental reporting owner gets one source-linked schedule of energy, fuel and transport quantities with units and the boundary supplied, estimates kept apart from measured activity, missing factor references and gaps listed. It calculates no emissions figure.

    Starts it
    Environmental reporting owner
    Brings
    export, notes
    Gets
    5 outputs

  • Employee offboarding and handover checklist

    When someone leaves, your HR lead and their manager share one checklist: every piece of their work handed to a named colleague before the last day, every system on your access register removed by its owner at a set time, and every item of equipment back. Nothing is removed or sent without a person.

    Starts it
    People lead
    Brings
    export, notes
    Gets
    7 outputs
    • People and HR
    • Software technology (filtered by)
    • Established businesses (filtered by)

  • Engineering change affected records index

    When an engineering change request enters review, the document controller gets one index: the assemblies, revisions, stock and open purchase orders the change reaches in the exports supplied, and a question for each owner wherever the records are unclear.

    Starts it
    Document controller
    Brings
    export, notes
    Gets
    3 outputs