Workflows Directory
Find your team’s next superpower.
- Function: Leadership
- Function: Quality management
- Function: Recruiting and hiring
- Function: Sales
- Industry: Construction
- Industry: Government
- Industry: Hospitality
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Results
30 workflow templates, showing 1 to 24
Bid or no-bid and RFP response plan
Before anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.
- Starts it
- Bid manager
- Brings
- export, notes, document
- Gets
- 6 outputs
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
Deliverable issue completeness check
As a calculation, report or drawing package nears issue, the quality reviewer or document controller gets a checklist: missing review records, revisions that disagree between the index, the register and the title block, and citations of out-of-date calculations. Issue stays with the engineers.
- Starts it
- Quality reviewer
- Brings
- export, notes
- Gets
- 5 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
Group room block pickup review
As a group's room block nears its review or release date, the revenue manager and group-sales owner get one brief: rooms blocked, rooms confirmed, room nights still unfilled, counts that do not reconcile, and the questions for the account owner. A person decides any release or revised offer; the brief releases nothing.
- Starts it
- Revenue manager
- Brings
- export, notes, document
- Gets
- 4 outputs
Hiring pipeline status report
Each week your people lead or founder sees every open role on one page: applications at each stage, days open against the target, roles running late, pass-through between stages, which sources lead to interviews, and every blocker with its owner. It counts; it never assesses a candidate.
- Starts it
- People lead
- Brings
- export, notes, document
- Gets
- 6 outputs
Inbox triage
The owner, or the assistant who keeps their inbox, starts the day knowing what needs a reply today, what can wait and until when, and what belongs to someone else, with a draft or a forwarding note for each. Nothing is sent, archived, deleted or moved, and no mailbox login is needed.
- Starts it
- Executive assistant
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Incident investigation and corrective actions
After an injury, near miss or property damage, the site, operations or safety manager gets the investigation written up from the evidence: a timeline, the immediate and underlying causes, actions with owners and dates, and a register that follows each action until a check shows it worked.
- Starts it
- Site manager
- Brings
- export, notes, document
- Gets
- 8 outputs
Interview plan and scorecard
Before the first interview, the hiring manager and every interviewer share one plan: the criteria the role needs, the same questions in the same order for every candidate, and a blank scorecard each person fills in alone. It rates no one. People make every decision about a candidate.
- Starts it
- Hiring manager
- Brings
- notes, document
- Gets
- 7 outputs
Interview process review after a hiring round
After a hiring round closes, the recruiting lead gets a review of the interview process: questions that gave no usable evidence, competencies nobody covered, inconsistent rubric use, and revisions to approve before the next search. It reviews the process only; no candidate is assessed.
- Starts it
- Recruiting lead
- Brings
- export, notes
- Gets
- 6 outputs
Job description
A hiring manager’s rough notes become a job description the right people want to answer: why the role exists, the work itself, and only the must-haves that are real. Your approved pay and employer wording go in untouched, and nothing is posted until the hiring manager and the people lead approve it.
- Starts it
- Hiring manager
- Brings
- notes, document
- Gets
- 2 outputs
Job posting and sourcing plan
For one approved role, the hiring manager gets a plan for where to post and where to look: every channel on the company's own list ordered by the signal it should give for that kind of role, a week-by-week schedule inside the budget, and what to count on each channel. Nothing is posted or paid until a person approves.
- Starts it
- Hiring manager
- Brings
- export, notes, document
- Gets
- 4 outputs
Leadership meeting rhythm
Your chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.
- Starts it
- Chief executive
- Brings
- export, notes
- Gets
- 7 outputs
Nonconformity record draft
A quality lead or supervisor who has spotted something wrong gets a draft record: the observation set against the stated requirement, the affected work counted from the register, and the containment options. The quality owner decides every call.
- Starts it
- Quality lead
- Brings
- export, notes
- Gets
- 1 output
Obsolete copy check
The quality lead gets the master document list set against the copies found at each point of use: which copies are out of date, which withdrawn documents are still held, and what proof of withdrawal exists. The document owner withdraws and replaces copies; nothing is changed.
- Starts it
- Document controller
- Brings
- export, notes
- Gets
- 6 outputs
Premortem before a decision
Before your team commits to a plan that is hard to undo, such as a move, a launch or a new system, a short workshop pictures it a few months on, already failed. The record ranks the reasons, turns each top risk into a check, a warning sign and an owner, and leaves the go decision with the owner.
- Starts it
- Owner
- Brings
- notes
- Gets
- 4 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
Process map and bottleneck review
Map one process step by step: who does each step, how long work waits and how long it takes, where it is handed over and where it gets sent back. Then find the one step that caps how much gets finished, and what to try there first. The owner decides what changes.
- Starts it
- Operations lead
- Brings
- export, notes
- Gets
- 7 outputs
Project experience sheet
For one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.
- Starts it
- Proposal lead
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Punch list consolidation
The site manager gets the punch list for the next closeout walk as one list grouped by location and trade, with repeated entries merged, photographs attached and a proposed follow-up date for each open item. Nothing is assigned, closed or accepted.
- Starts it
- Site manager
- Brings
- export, notes
- Gets
- 7 outputs
Reference check question plan
After the interviews, the recruiter gets short reference calls aimed only at what the panel still could not establish, put to the referees the candidate named and agreed to, with a note sheet for each call that keeps the referee's own words. It gives no view on the candidate.
- Starts it
- Recruiter
- Brings
- export, notes, document
- Gets
- 6 outputs
Repeat incident pattern review
A safety lead with a year of incident records and earlier actions gets them compared in groups: confirmed causes, what was done before, and where incidents recur, with questions for the team. A competent person judges what the pattern means.
- Starts it
- Investigation lead
- Brings
- export, notes
- Gets
- 6 outputs
Research summary brief
An executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.
- Starts it
- Analyst
- Brings
- notes, document
- Gets
- 7 outputs