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Workflows Directory

Find your team’s next superpower.

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87 workflow templates, showing 49 to 72

  • 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
    • Hospitality (filtered by)
    • Logistics and trade (filtered by)

  • 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

  • Press pitch preparation

    An owner or marketer with one story to offer gets the outlets and writers it genuinely fits, each backed by a piece they recently published, and a short pitch draft for each. Every claim in a draft comes from facts you supply. Drafts only: a person decides and sends.

    Starts it
    Owner
    Brings
    notes, pasted text
    Gets
    5 outputs

  • 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 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

  • 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

  • Public guest review reply

    Answer an online guest review without exposing the guest's stay. Hand over the review and the service actions you have confirmed, and get a short public reply plus separate private notes, each statement tied to its source. The guest relations manager checks and approves.

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

  • Recurring repair service history

    When repeated maintenance keeps disturbing guests, the facilities manager gets one brief by equipment and room area: repeated work orders, confirmed service interruptions and missing inspection records side by side. It finds no cause and orders no work.

    Starts it
    Facilities manager
    Brings
    export, notes
    Gets
    5 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

  • Room turn priority list

    Each morning the housekeeping supervisor gets one worklist of the rooms to turn, in the property's own priority order, with rooms awaiting inspection marked and every conflict in status written as a question. It inspects nothing and assigns nobody.

    Starts it
    Housekeeping supervisor
    Brings
    export, notes
    Gets
    5 outputs

  • Safety walk follow-up

    After a safety walk, the manager gets a follow-up brief that ties each concern workers raised to the commitment the manager made, its owner and due date, and the message to give back. Gaps arrive as questions, never as guesses.

    Starts it
    Site manager
    Brings
    export, notes
    Gets
    5 outputs

  • 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

  • Service roster options

    For a department manager building a rota for expected occupancy, covers or events: two or three roster options side by side, with each role's need, the staff confirmed available, the periods left uncovered and the labor-cost assumptions you supplied. You verify and approve; nothing is published.

    Starts it
    Department manager
    Brings
    export, notes
    Gets
    5 outputs

  • Service visit work packet

    Before a planned visit to a turbine, inverter or terminal asset, the maintenance supervisor gets one packet built from the logs and approved scope supplied: reported symptoms, previous visits, open parts requests and access questions. It judges no condition and sends nothing.

    Starts it
    Maintenance supervisor
    Brings
    export, notes
    Gets
    7 outputs

  • Shipment documentation check

    When a job finishes, the shipping or quality lead gets one index comparing the order, the inspection records, the required certificates and the packing details, with each missing record and each quantity that does not agree set out. Nothing is certified or released.

    Starts it
    Shipping lead
    Brings
    export, notes
    Gets
    6 outputs

  • Site safety induction pack

    For one named site, the site, facilities or people lead gets an induction built from that site's own emergency arrangements, rules and hazards, with a short check of understanding, a sign-off record for each person and refresher dates by role. A competent person approves it and delivers it.

    Starts it
    Site manager
    Brings
    export, notes, document
    Gets
    6 outputs
    • People and HR
    • Hospitality (filtered by)
    • Logistics and trade (filtered by)

  • SOP exception capture

    Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.

    Starts it
    Operations lead
    Brings
    notes, document
    Gets
    2 outputs

  • Stakeholder and decision rights map

    Before kickoff, the project manager holds one map of everyone the project touches: each group placed by influence and interest, every key decision with exactly one accountable owner, the decision makers still missing, and who hears what, when and from whom. The sponsor confirms every decision right.

    Starts it
    Project manager
    Brings
    export, notes, document
    Gets
    6 outputs

  • Stock count reconciliation

    After a physical count, the bookkeeper and the warehouse or store lead get every item counted beside the quantity and value in the books, each difference in units and money, what to check for it, and the items to recount. Nothing is adjusted until a person approves.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    5 outputs

  • Supplier bill review and payment-run preparation

    Before each payment run, the person who approves it gets one sheet: every supplier bill checked against its purchase order and what was received, duplicates and changed bank details stopped, credits shown, and a proposed run with its total. Nothing is paid until a person approves.

    Starts it
    Payables clerk
    Brings
    export, notes
    Gets
    7 outputs