Workflows Directory
Find your team’s next superpower.
- Function: Finance and accounting
- Function: Product management
- Function: Sales
- Industry: Education
- Industry: Manufacturing
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38 workflow templates, showing 1 to 24
Annual operating budget
For an owner or finance lead preparing next year: revenue and costs by month and by team, built from this year's figures and each budget owner's drivers, every assumption written down, capital purchases listed apart, the whole checked against cash, and the questions leadership has to settle.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 10 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
Audit preparation
Before the external auditors arrive, your controller holds one audit pack: every request with its owner, date, document and status, the control evidence they will test, last year's findings and what was done, and draft answers to the questions they will ask. People approve everything before it goes.
- Starts it
- Controller
- Brings
- export, notes, document
- Gets
- 9 outputs
Budget-versus-actual variance commentary
Before the month's results go to management, the finance lead gets written commentary on every line that moved past the threshold: the figures, the budget owner's explanation marked confirmed or to be confirmed, a bridge from budget to actual, and the questions still open. No cause is invented.
- Starts it
- Finance lead
- Brings
- export, notes, pasted text
- Gets
- 7 outputs
Business insurance renewal review
Before the business insurance renews, the owner gets one pack: every policy with insurer, limits, deductibles, premium and dates; renewal terms beside expiring ones, every change marked; what changed in the business; claims; and questions for the broker. The broker and the owner decide all cover.
- Starts it
- Owner
- Brings
- export, notes, document
- Gets
- 8 outputs
Business line investment review
For leadership with several business lines: each line set side by side on one basis (fit with strategy, finance-reviewed results, shared resources, open questions) and placed as invest, investigate or reduce commitment, for the leadership team to discuss and decide.
- Starts it
- Finance lead
- 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
Carrier freight invoice check
The freight auditor gets a carrier invoice checked line by line against the shipment export and the rate confirmation: duplicate lines, rate differences and extra charges with no delivery or waiting-time record, each tied to its shipment. Accounts payable decides what to pay or dispute.
- Starts it
- Freight auditor
- Brings
- export, notes
- Gets
- 6 outputs
Channel partner fit review
When a referral, reseller or alliance partner approaches, the founder or head of partnerships gets one review: evidence the partner brings customers of its own, the type that evidence supports, a ninety-day plan with signs to go on or stop, and the commission range that still beats selling direct. A person decides.
- Starts it
- Founder
- Brings
- export, notes, document, pasted text
- Gets
- 7 outputs
Contract intake brief
When another party's agreement arrives, counsel gets a one-page intake brief: what it is, read from its titles, the parties as named, what is missing, the requester's purpose and date, and the reviewer your own routing rules name. It comments on no term; counsel decides.
- Starts it
- Contracts manager
- Brings
- notes, document, pasted text
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Cost of poor quality worksheet
An owner or operations lead who senses that rework, scrap and returns are costly gets one worksheet: the failure costs already on record, sorted by category, with estimates, gaps and unresolved allocations listed. The owner decides what to fix first.
- Starts it
- Owner
- 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
Deal close plan
Your account executive holds one late-stage deal on two pages: the buyer's case for buying now, counted from the buyer's own figures, and a dated plan of every step to signature with its owner on each side. The seller decides what the buyer sees; nothing reaches the sales system without approval.
- Starts it
- Account executive
- Brings
- export, notes, document
- Gets
- 4 outputs
Discount request review
Before a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.
- Starts it
- Sales lead
- Brings
- export, notes, document
- Gets
- 7 outputs
Employee health plan comparison
For an owner or people lead at renewal: the broker's health plan options next to each other, with premiums split between company and employee, deductibles, out-of-pocket limits, network notes, the cost to the company and to a typical employee at low, middle and high use, and questions for the broker.
- Starts it
- People lead
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Estimate basis pack
An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.
- Starts it
- Estimator
- Brings
- export, notes
- Gets
- 4 outputs
Evaluation unit trial review
When a customer's evaluation reaches its review milestone, the account engineer and account owner get a trial-review agenda that sets the agreed use case beside the recorded results, setup changes and feedback, with every gap turned into a question and next-step options.
- Starts it
- Account engineer
- Brings
- export, notes
- Gets
- 4 outputs
Journal entry preparation
At month end, your bookkeeper hands the controller every proposed journal entry ready to review: balanced lines on accounts from your own chart, the arithmetic and the document behind each amount, whether it reverses, and who approves it. Nothing is posted until a person approves.
- Starts it
- Bookkeeper
- Brings
- export, notes, document
- Gets
- 4 outputs
Journey accessibility findings
When a user journey is ready for accessibility review, the reviewer gets a finding list: each finding with its task impact and evidence, the manual checks still required and the limits of the review. The reviewer verifies every finding and agrees fixes with the design owner.
- Starts it
- Accessibility reviewer
- Brings
- export, notes
- Gets
- 5 outputs
Lapsed-customer win-back
Once a month, the owner or account manager sees which regular customers have gone far longer than usual without ordering, ranked by what each bought in their last active year, with open complaints set aside for a call and a short note drafted for the rest, using only approved offers. A person approves every note.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 6 outputs
NDA check against counsel's approved positions
Before anyone signs a proposed NDA, counsel gets every clause quoted with its section and set beside the positions counsel has approved: matching, departing or not covered. Any obligation beyond confidentiality sends the whole NDA to counsel. The check never says an NDA is ready to sign.
- Starts it
- Salesperson
- Brings
- notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Objection answers and sales one-pager
Walk into the call with an answer for every objection you expect, each with its honest limit and the proof behind it, and one page to leave behind. Everything is built from the facts you supply, so nothing on the page is a claim you cannot stand behind.
- Starts it
- Salesperson
- Brings
- notes, document, pasted text
- Gets
- 5 outputs
Payroll preparation and timesheet review
Before each payroll run, the owner gets one sheet built from the timesheet and roster exports: hours by person and type, every missing punch and odd entry raised as a question, and an estimated total. Nothing is keyed in, submitted or paid until a person approves.
- Starts it
- Payroll clerk
- Brings
- export, notes
- Gets
- 7 outputs
Price change review
Before prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 7 outputs