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Workflows Directory

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74 workflow templates, showing 1 to 24

  • Academic calendar check

    While year, term and session dates are being assembled, your registrar gets a draft calendar with every registration window tied to its term, and every conflicting, missing or out-of-bounds date listed as a question. Nothing is published or changed.

    Starts it
    Registrar
    Brings
    export, notes
    Gets
    3 outputs

  • Asset register to invoice reconciliation

    When new equipment, transfers or retirements must reach the reporting pack, the asset accountant gets a proposed register update matched to purchase records, commissioning evidence and the ledger, with duplicate IDs, unmatched invoices and uncertain in-service dates listed.

    Starts it
    Asset accountant
    Brings
    export, notes
    Gets
    8 outputs

  • Asset replacement options comparison

    When an aging asset has more than one proposed replacement or upgrade, the finance lead and the engineering owner get one workbook: the supplied costs, operating assumptions and lives on one basis, with price-basis gaps, unverified savings and open sensitivity questions marked. It recommends no spend.

    Starts it
    Finance analyst
    Brings
    export, notes
    Gets
    6 outputs

  • Audit evidence index

    The quality lead gets an index of everything an audit has asked to see: each request linked to the document that answers it, its version and owner, the records found and the gaps. The quality owner decides what is shared; nothing is certified or sent.

    Starts it
    Quality lead
    Brings
    export, notes
    Gets
    6 outputs

  • 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

  • Business trip plan

    The assistant hands the traveller one plan for one business trip: dates and nights fixed from the brief, travel and hotel options with prices and the day each was checked, a day-by-day timetable around the meetings, the cost against travel policy and the bookings still to make. Nothing is booked or paid.

    Starts it
    Executive assistant
    Brings
    notes, document, pasted text
    Gets
    5 outputs

  • 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.

  • Client document request tracker

    When a client sends its first batch of records, the engagement manager gets the request list brought up to date: each item and period marked received, incomplete, mentioned only or missing, plus a short follow-up draft. The manager judges what is sufficient and approves anything sent.

    Starts it
    Engagement manager
    Brings
    export, notes, pasted text
    Gets
    5 outputs

  • Client findings validation document

    Before research becomes recommendations, the engagement lead sends the client one document: each material finding beside its evidence, the implication proposed and a clear request to confirm, correct or defer it. Nothing is added that the evidence does not show.

    Starts it
    Engagement lead
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Client-status update preparation

    Every client gets an accurate status update on schedule, drafted from the notes and the task list, with confirmed dates kept apart from estimates and the client’s open decisions in plain view.

    Starts it
    Project manager
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Cloud spend variance bridge

    When cloud or tooling costs move away from budget, the finance lead and the engineering manager get a bridge from budget to actual by service and cost owner, with usage beside each large move, the unallocated and shared costs, and the questions each side must answer.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    6 outputs

  • Customer case study

    With a customer who has agreed to help, prepare the interview, then turn their words and the figures they supply into a case study in a short and a long version. Every quotation and number is listed for the customer to approve in writing, and nothing is published or named before they do.

    Starts it
    Marketer
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Daily production report

    When a shoot day wraps, the production coordinator gets a draft daily report from the call sheet, timecards and department reports: hours totaled as written, schedule changes noted, and every missing or overlapping entry listed as a query. The production manager checks it.

    Starts it
    Production coordinator
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Deal close plan

    Your account executive holds one late-stage deal on two pages: the buyer's case for buying now, counted from the buyer's own figures, and a dated plan of every step to signature with its owner on each side. The seller decides what the buyer sees; nothing reaches the sales system without approval.

    Starts it
    Account executive
    Brings
    export, notes, document
    Gets
    4 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

  • Departing-employee knowledge capture

    When someone is leaving or changing role, their manager gets an interview guide aimed at what only that person knows, then a handover document the successor can work from, every point traced to the conversations and marked with how sure it is. Nothing is shared until the manager approves.

    Starts it
    Manager
    Brings
    export, notes, pasted text
    Gets
    2 outputs

  • Design assumption change register

    When client criteria or design assumptions change, the project engineer gets one sourced register: what changed, which recorded requirements it touches, how firm each source is, and what still needs confirmation. No design basis is altered.

    Starts it
    Project engineer
    Brings
    export, notes
    Gets
    6 outputs

  • Discipline interface issue register

    After a coordination meeting exposes conflicts between disciplines, the design coordinator gets one register: each conflict from the minutes, linked to the clash-export rows and model revisions involved, with the lead who owns each system and the decision still needed. Nothing is resolved.

    Starts it
    Design coordinator
    Brings
    export, notes, document
    Gets
    5 outputs

  • Emissions activity data schedule

    When the reporting period closes, the environmental reporting owner gets one source-linked schedule of energy, fuel and transport quantities with units and the boundary supplied, estimates kept apart from measured activity, missing factor references and gaps listed. It calculates no emissions figure.

    Starts it
    Environmental reporting owner
    Brings
    export, notes
    Gets
    5 outputs

  • Engagement margin review

    Midway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.

    Starts it
    Finance analyst
    Brings
    export, notes
    Gets
    6 outputs

  • Engagement staffing plan

    When several engagements want the same people, the resource lead sees the collision before kickoff: role needs against free days, leave and competing assignments, week by week, with two or three staffing options. The resource lead and partners choose.

    Starts it
    Resource lead
    Brings
    export, notes
    Gets
    6 outputs

  • Engineering change affected records index

    When an engineering change request enters review, the document controller gets one index: the assemblies, revisions, stock and open purchase orders the change reaches in the exports supplied, and a question for each owner wherever the records are unclear.

    Starts it
    Document controller
    Brings
    export, notes
    Gets
    3 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