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Workflows Directory

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106 workflow templates, showing 97 to 106

  • Supplier issue notice

    When a supplier bills for more than was ordered or received, or falls short of an agreed delivery or quality target, the buyer gets a formal notice ready for approval: each problem set against the record, the evidence listed, what the supplier must do and the date to reply by. A person approves and sends it.

    Starts it
    Buyer
    Brings
    export, notes, document
    Gets
    3 outputs

  • Supplier spend analysis

    From one accounts-payable export, the finance or operations lead sees where the money goes: spend cleaned and grouped by category and supplier, the few suppliers that take most of it, the tail, needs bought from several suppliers and consolidation opportunities, each with its figures. A person decides what to act on.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    10 outputs

  • Thirteen-week cash flow forecast

    The owner sees cash week by week for the next thirteen weeks: what comes in, what goes out, the lowest point and every week below the floor they set, with each assumption written on the page. The forecast informs the decision; the owner makes it, and nothing is paid or moved.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    7 outputs

  • Tracking event plan

    Before analytics goes onto a website or app, the founder or product owner gets one plan: the events and properties worth collecting, when each fires, where it goes, what it is called and who owns it, each tied to a question the business needs answered. The owner approves what is collected.

    Starts it
    Founder
    Brings
    export, notes
    Gets
    5 outputs

  • Website findability audit

    An owner or marketer asking why the website is not found gets a plain report from saved copies of their own pages: what stops each page being reached, read or understood, the fixes in order, and the checks only a live look can settle. No ranking is promised.

    Starts it
    Owner
    Brings
    notes, document
    Gets
    7 outputs

  • Weekly owner business brief

    Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    8 outputs

  • Weekly receivables summary

    The finance lead takes one page into each week’s management meeting: what came in, where every receivable stands, which exceptions are open and who owns them, and the decisions management must make. Every figure ties to the aging report.

    Starts it
    Billing coordinator
    Brings
    export, document
    Gets
    4 outputs

  • Weekly status requests to outside counsel

    Every Monday, in-house counsel has a draft status request for each outside firm that owes one: what has happened since the last update, the dates on record to confirm, decisions pending and spend against budget, plus the matters skipped and why. Counsel edits and sends each one.

    Starts it
    Legal operations manager
    Brings
    export, notes, document
    Gets
    2 outputs

    Prepares work for a lawyer. Not legal advice.

  • Win-loss review

    Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.

    Starts it
    Sales lead
    Brings
    export, notes, document, pasted text
    Gets
    8 outputs

  • Year-end tax packet for the accountant

    Once the year's books are closed, the owner or bookkeeper hands the accountant one packet: the documents asked for and what is still missing, every contractor paid over the reporting line with missing tax forms flagged, the year's estimated tax payments, and the questions to ask. It works out no tax.

    Starts it
    Owner
    Brings
    export, notes, document
    Gets
    7 outputs