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Workflows Directory

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6 workflow templates

  • 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
    • Sales
    • Leadership (filtered by)
    • Hardware and physical technology (filtered by)

  • Invention disclosure brief for patent counsel

    Before the first call with patent counsel, the founder or engineering lead has one factual brief: the invention in the inventor's words, who contributed what and when, every outside demonstration, sale, talk or publication with its date and audience, and the records still missing. Counsel decides.

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

    Prepares work for a lawyer. Not legal advice.

    • Legal and contracts (filtered by)
    • Hardware and physical technology (filtered by)
    • New business lines

  • Investor update

    Each month or quarter, the founder gets a drafted update for investors: the headline, key figures against plan and last period, cash and runway, wins, problems told plainly with what is being done, and specific asks. Every figure comes from the company's own reports. The founder approves and sends it.

    Starts it
    Founder
    Brings
    export, notes, pasted text
    Gets
    3 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.

    • Legal and contracts (filtered by)
    • Hardware and physical technology (filtered by)
    • Growth & scaling

  • Open-source licence inventory for counsel

    Before a release ships or an acquirer asks, counsel and the engineering lead get every open-source package listed with its licence as found, the file and line where it was read, and the duties your own policy attaches to it. A missing, custom or conflicting licence is marked needs review, never cleared.

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

    Prepares work for a lawyer. Not legal advice.

  • Quality management review pack

    Before the periodic quality review, the quality lead gets one brief for senior leaders: where each measure stands, complaints and defects, audit findings, action status, and the decisions still open. The leaders decide; the brief claims no compliance with any standard.

    Starts it
    Quality lead
    Brings
    export, notes
    Gets
    8 outputs