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Workflows Directory

Find your team’s next superpower.

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30 workflow templates, showing 25 to 30

  • Sales pipeline review

    Each week your sales lead sees the whole open pipeline on one page: value and age by stage, what moved since last week, the deals at risk and coverage against your target. Every figure traces to your export, and the forecast number is left for a person to commit.

    Starts it
    Sales lead
    Brings
    export, notes
    Gets
    9 outputs

  • Stalled-deal review

    Your sales lead sees, from the record alone, which open deals have stopped moving, what each one's stage still lacks and whose move it is, and where every recent no ended and why. Nothing in your sales system is changed; corrections are proposed for a person to make.

    Starts it
    Sales lead
    Brings
    export, notes, document, pasted text
    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
    • Leadership
    • Sales (filtered by)
    • Construction (filtered by)

  • 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.

    • Legal and contracts (filtered by)
    • Manufacturing (filtered by)
    • Insurance

  • Wholesale order check

    When a retailer's purchase order arrives, the account owner gets every line set beside the approved quote and the stock plan: products, case packs, prices, delivery locations and dates, with each exception listed. People decide; nothing is confirmed to the buyer.

    Starts it
    Account owner
    Brings
    export, notes
    Gets
    6 outputs

  • 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