Workflows Directory
Find your team’s next superpower.
- Function: Legal and contracts
- Function: Recruiting and hiring
- Industry: Government
- Industry: Professional services
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Results
15 workflow templates
Candidate outreach drafting
For each person a recruiter or founder has already chosen to approach about an approved role: a first message and two follow-ups, each personal line traced to a public work source the recruiter supplied, do-not-contact names and opt-outs honoured, and a reply log. The recruiter sends every message.
- Starts it
- Recruiter
- Brings
- export, document
- Gets
- 5 outputs
Citation and quotation check
Before a draft is filed or relied on, the associate or paralegal has one worksheet: every citation, quotation and record cite counted, then set against the sources supplied, and every good-law check left for the lawyer. No result calls anything confirmed; each says only what was compared.
- Starts it
- Associate
- Brings
- export, notes, document
- Gets
- 4 outputs
Prepares work for a lawyer. Not legal advice.
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.
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.
Employee onboarding plan
Every new colleague starts with a first week and a first 90 days planned to the standard of your best manager: what to read, who to meet, what to practice and what productive means at day 30, 60 and 90.
- Starts it
- Hiring manager
- Brings
- notes, document
- Gets
- 6 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
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
Interview scheduling and candidate confirmation
For candidates your team has already chosen to interview, the recruiting coordinator gets one scheduling sheet that lines up each candidate's offered times, in their own time zone, with the interviewers' free time, plus a ready confirmation or availability request for each. A person sends every message and invitation.
- Starts it
- Recruiting coordinator
- Brings
- export, notes, pasted text
- Gets
- 5 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
Legal hold custodian tracker
Once counsel has issued a legal hold, your legal operations lead keeps one tracker for counsel: every custodian and system in counsel’s scope, who has acknowledged and who is overdue, who has left or changed role, the refresh date counsel set, and reminders copied from counsel’s own text for a person to send.
- Starts it
- Legal operations lead
- Brings
- export, notes, document
- Gets
- 3 outputs
Prepares work for a lawyer. Not legal advice.
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
Work sample exercise brief
For one approved role, the hiring manager gets a practical exercise: a bounded task from the role's real work, instructions for the candidate with a time limit and adjustments, and the evidence the panel will look for. The panel judges the work; nothing is rated here.
- Starts it
- Hiring manager
- Brings
- export, notes, document
- Gets
- 5 outputs