Book a fit call

Workflows Directory

Find your team’s next superpower.

Results

137 workflow templates, showing 73 to 96

  • 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

  • Notification channel plan

    When a business event needs to notify people, the integration owner gets one channel plan from the event definitions: trigger, urgency, who is told by which channel, what needs confirmation, fallbacks and reply handling. Consent and message rules stay as questions. Nothing is sent.

    Starts it
    Integration owner
    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    The quality lead gets the master document list set against the copies found at each point of use: which copies are out of date, which withdrawn documents are still held, and what proof of withdrawal exists.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

  • Online class setup packet

    The learning-platform administrator receives one complete request for an approved class: course name, section, room, responsible teacher, the people who can be invited and every roster exception, drawn from the approved details and the roster export.

    Starts it
    Academic office assistant
    Brings
    export, notes, document
    Gets
    6 outputs
    • IT and systems
    • Government (filtered by)
    • Established businesses (filtered by)

  • Operations KPI scorecard

    Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 outputs

  • Order size comparison

    When a supplier offers a bigger discounted order, the inventory planner gets each quantity costed the same way: yearly cost, cash tied up, months of cover and storage fit. The planner chooses the quantity; nothing is ordered.

    Starts it
    Inventory planner
    Brings
    export, notes
    Gets
    6 outputs

  • Outside-counsel invoice questions

    When a law firm’s invoice arrives, legal operations has one worksheet ready: every line set against the agreed rates, the approved matter budget and the company’s own billing guidelines, each difference written as a neutral question for the firm. Nothing is sent, paid or rejected until people decide.

    Starts it
    Legal operations manager
    Brings
    export, document
    Gets
    10 outputs

    Prepares work for a lawyer. Not legal advice.

  • Payout reconciliation for an online store

    Each month the bookkeeper gets every payout from the store's processors and marketplaces taken apart and tied to the bank: the orders, refunds, chargebacks and fees inside it, each fee checked against the agreed rate, every difference listed with its evidence. A person posts the entries and raises any dispute.

    Starts it
    Bookkeeper
    Brings
    export, notes, pasted text
    Gets
    10 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

  • Policy answers from the handbook

    Staff questions about leave, hours, expenses and conduct get answers that quote your own handbook, name the section, and say plainly where the handbook is silent. Anything about one person's own entitlement goes to HR, and no reply leaves until a person has read it.

    Starts it
    Office manager
    Brings
    export, notes, document
    Gets
    4 outputs
    • People and HR
    • Manufacturing (filtered by)
    • Established businesses (filtered by)

  • Preventive maintenance plan

    For one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.

    Starts it
    Facilities manager
    Brings
    export, notes
    Gets
    6 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

  • Product configuration margin sheet

    When sales prepares a quote for a product configuration, the commercial owner and finance lead get one worksheet: the quoted price, the costed bill of materials, assembly and freight, and the allocations, with every unquoted part, one-off charge and uncertain volume listed as an open assumption.

    Starts it
    Sales operations coordinator
    Brings
    export, notes
    Gets
    5 outputs

  • Product landed cost worksheet

    After an import shipment lands, the owner or bookkeeper gets one worksheet: freight, duty, brokerage, insurance and inbound fees from the invoices spread over each product by a stated method, the landed unit cost beside the cost the store records, and the margin left. A person updates any cost.

    Starts it
    Owner
    Brings
    export, notes, document
    Gets
    5 outputs

  • Product recall customer contact plan

    Once your business has issued a recall, the customer care lead gets the contact plan: affected customers from the order export, the approved notice word for word, drafts that offer only the remedies you run, and a tracker that counts a customer done only when the item is back or repaired.

    Starts it
    Customer care lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Production cost variance sheet

    At period close the plant controller gets one sheet that separates material, labor and overhead differences from standard, by order and by product, with missing actuals and changed standards flagged. Each difference is a question for operations, never a cause.

    Starts it
    Plant controller
    Brings
    export, notes
    Gets
    6 outputs

  • Production schedule rebuild

    When orders or forecasts change, the production planner gets a draft build schedule from open orders, work-centre capacity and material availability, with every overload and shortage listed, not quietly fixed. The planner checks feasibility and approves the changes.

    Starts it
    Production planner
    Brings
    export, notes
    Gets
    7 outputs

  • Program outcome map

    Before an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.

    Starts it
    Program lead
    Brings
    export, notes
    Gets
    8 outputs

  • 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

  • Range margin by channel review

    When a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    5 outputs

  • Record sharing access matrix

    When an approved access policy has to reach the CRM, the system owner lays the current sharing setup beside the proposed one, by record type and by role, internal and external. Every change is a question for its owner; inherited and platform-fixed settings are marked unknown.

    Starts it
    System owner
    Brings
    export, notes
    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