Workflows Directory
Find your team’s next superpower.
- Function: Executive and office support
- Function: Health, safety and environment
- Business situation: Established businesses
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26 workflow templates, showing 1 to 24
Board minutes draft
After a board meeting, the secretary gets draft minutes built only from what they supply: notes, agenda, motion text and vote record. Attendance, motions, votes, documents and actions are laid out, and every gap is marked for the secretary to settle.
- Starts it
- Board secretary
- Brings
- export, notes
- Gets
- 7 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
Contractor safety prequalification
For a named job, the operations, facilities or site manager gets a safety questionnaire scaled to the risk of the work, then a record of the contractor's answers scored only on the evidence supplied, with every gap, the conditions that close it and a review date. A competent person decides.
- Starts it
- Operations manager
- Brings
- export, notes, document
- Gets
- 7 outputs
Emergency drill brief
Before a fire, evacuation or other drill, the site or office manager gets one brief: the scenario the responsible person has approved, who does what, what each observer records, and the questions for the debrief. It writes no emergency plan.
- Starts it
- Site manager
- Brings
- export, notes
- Gets
- 4 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
Ergonomic review inputs
For a supervisor preparing for an ergonomics assessor or a worker's complaint about a task: a task observation record of each step's movements, durations, loads and measurements as supplied, the measurements still missing, and what the people who do the task said.
- Starts it
- Supervisor
- Brings
- export, notes
- Gets
- 4 outputs
Executive week-ahead calendar review
Before the week starts, the executive assistant hands the executive one brief: every clash, every journey or run of meetings with too little time, every meeting with no stated purpose or no preparation time, and proposed time for the week's priorities. Nothing is accepted, declined, moved or sent.
- Starts it
- Executive assistant
- Brings
- export, notes
- Gets
- 7 outputs
Inbox triage
The owner, or the assistant who keeps their inbox, starts the day knowing what needs a reply today, what can wait and until when, and what belongs to someone else, with a draft or a forwarding note for each. Nothing is sent, archived, deleted or moved, and no mailbox login is needed.
- Starts it
- Executive assistant
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Incident investigation and corrective actions
After an injury, near miss or property damage, the site, operations or safety manager gets the investigation written up from the evidence: a timeline, the immediate and underlying causes, actions with owners and dates, and a register that follows each action until a check shows it worked.
- Starts it
- Site manager
- Brings
- export, notes, document
- Gets
- 8 outputs
Leadership meeting rhythm
Your chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.
- Starts it
- Chief executive
- Brings
- export, notes
- Gets
- 7 outputs
Lone work arrangements review
For each task someone does alone, the manager gets the check-in method, the places where nobody could be reached, who responds when a check-in is missed and how soon, and alternatives. A competent person decides what is acceptable.
- Starts it
- Operations manager
- Brings
- export, notes
- Gets
- 6 outputs
Meeting agenda, notes and follow-ups
Whoever runs the meeting walks in with an agenda where every topic has an outcome and a time, and walks out with a one-page record: what was decided, who owns each action and by when, and what is still open. Nothing reaches anyone until that person has read it and sends it.
- Starts it
- Team lead
- Brings
- notes
- Gets
- 4 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
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
Presentation outline and talk track
Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.
- Starts it
- Presenter
- Brings
- notes, pasted text
- Gets
- 4 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
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
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
Reviewer comments into one resolution list
The owner of a document that came back from several reviewers gets one checklist: every proposed edit and comment, grouped by section, with clashes between reviewers set side by side. Every item stays open until the owner decides it, and the document itself is never touched.
- Starts it
- Document owner
- Brings
- export, notes, document, pasted text
- Gets
- 7 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
Shared folder filing plan
The office coordinator gets a plan for tidying a shared folder: a proposed folder structure, every file's move with its owner named, and the duplicates and access questions to settle first. Owners approve their own moves; nothing is moved, renamed or deleted.
- Starts it
- Office manager
- Brings
- export, notes, document
- 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
Staff newsletter and FAQ roundup
Each month the office manager turns what teams send in into one staff newsletter, with answers to the questions people keep asking, each quoted from an approved source and its owner named. Nothing about one person's pay, health or performance goes in, and a person approves the issue before it goes.
- Starts it
- Office manager
- Brings
- export, notes, document
- Gets
- 2 outputs