Book a fit call

Workflows Directory

Find your team’s next superpower.

Results

27 workflow templates, showing 1 to 24

  • 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

  • Audit preparation

    Before the external auditors arrive, your controller holds one audit pack: every request with its owner, date, document and status, the control evidence they will test, last year's findings and what was done, and draft answers to the questions they will ask. People approve everything before it goes.

    Starts it
    Controller
    Brings
    export, notes, document
    Gets
    9 outputs

  • Bank reconciliation preparation

    Before the month is signed off, your bookkeeper holds one bank reconciliation for one account: every statement line matched to the books or explained, every open item aged, a proof that the two balances agree, and the entries still to make. Nothing is posted until a person approves.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    7 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
    • Sales (filtered by)
    • Construction (filtered by)
    • Government (filtered by)

  • Business insurance renewal review

    Before the business insurance renews, the owner gets one pack: every policy with insurer, limits, deductibles, premium and dates; renewal terms beside expiring ones, every change marked; what changed in the business; claims; and questions for the broker. The broker and the owner decide all cover.

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

  • Channel partner fit review

    When a referral, reseller or alliance partner approaches, the founder or head of partnerships gets one review: evidence the partner brings customers of its own, the type that evidence supports, a ninety-day plan with signs to go on or stop, and the commission range that still beats selling direct. A person decides.

    Starts it
    Founder
    Brings
    export, notes, document, pasted text
    Gets
    7 outputs
    • Sales (filtered by)
    • Hardware and physical technology (filtered by)
    • Growth & scaling

  • Client schedule to ledger reconciliation

    When a client's subledger schedule and trial balance disagree, the responsible accountant gets one worksheet: both balances proved, every timing difference and unexplained entry listed, and the next step for each. Nothing is posted; every explanation waits for a person.

    Starts it
    Accountant
    Brings
    export, notes, document
    Gets
    6 outputs

  • Cost of poor quality worksheet

    An owner or operations lead who senses that rework, scrap and returns are costly gets one worksheet: the failure costs already on record, sorted by category, with estimates, gaps and unresolved allocations listed. The owner decides what to fix first.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 outputs

  • Employee health plan comparison

    For an owner or people lead at renewal: the broker's health plan options next to each other, with premiums split between company and employee, deductibles, out-of-pocket limits, network notes, the cost to the company and to a typical employee at low, middle and high use, and questions for the broker.

    Starts it
    People lead
    Brings
    export, notes, pasted text
    Gets
    6 outputs
    • People and HR
    • Finance and accounting (filtered by)
    • Construction (filtered by)

  • 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
    • Sales (filtered by)
    • Finance and accounting (filtered by)
    • Construction (filtered by)

  • Evaluation unit trial review

    When a customer's evaluation reaches its review milestone, the account engineer and account owner get a trial-review agenda that sets the agreed use case beside the recorded results, setup changes and feedback, with every gap turned into a question and next-step options.

    Starts it
    Account engineer
    Brings
    export, notes
    Gets
    4 outputs
    • Sales (filtered by)
    • Hardware and physical technology (filtered by)
    • Energy

  • Field service invoice evidence check

    When completed field work is ready for invoicing, the billing manager gets draft billing lines that tie the agreed rates to crew time, equipment use, mobilization and signed service tickets. Unsigned tickets, overlapping equipment days and unsupported extras are listed as exceptions.

    Starts it
    Billing manager
    Brings
    export, notes
    Gets
    6 outputs

  • Investor update

    Each month or quarter, the founder gets a drafted update for investors: the headline, key figures against plan and last period, cash and runway, wins, problems told plainly with what is being done, and specific asks. Every figure comes from the company's own reports. The founder approves and sends it.

    Starts it
    Founder
    Brings
    export, notes, pasted text
    Gets
    3 outputs
    • Finance and accounting (filtered by)
    • Hardware and physical technology (filtered by)
    • Consumer brands

  • Lender draw package index

    Before a monthly draw goes to the lender, the project finance lead has an index in the lender’s own order: every required document listed or missing, and every invoice set against the ledger. The lender decides funding; nothing is submitted.

    Starts it
    Project accountant
    Brings
    export, notes
    Gets
    5 outputs

  • NDA check against counsel's approved positions

    Before anyone signs a proposed NDA, counsel gets every clause quoted with its section and set beside the positions counsel has approved: matching, departing or not covered. Any obligation beyond confidentiality sends the whole NDA to counsel. The check never says an NDA is ready to sign.

    Starts it
    Salesperson
    Brings
    notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • Pay application line check

    Before a progress billing goes on, the project accountant has every line compared with the schedule of values, the last certificate, the approved changes and the evidence supplied, with each arithmetic difference listed. The authorized certifier decides payment; nothing is certified.

    Starts it
    Project accountant
    Brings
    export, notes
    Gets
    3 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

  • 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
    • Finance and accounting (filtered by)
    • Sales (filtered by)
    • Hardware and physical technology (filtered by)

  • 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
    • Finance and accounting (filtered by)
    • Hardware and physical technology (filtered by)
    • Consumer brands

  • Project experience sheet

    For one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.

    Starts it
    Proposal lead
    Brings
    export, notes, pasted text
    Gets
    6 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

  • Supplier issue notice

    When a supplier bills for more than was ordered or received, or falls short of an agreed delivery or quality target, the buyer gets a formal notice ready for approval: each problem set against the record, the evidence listed, what the supplier must do and the date to reply by. A person approves and sends it.

    Starts it
    Buyer
    Brings
    export, notes, document
    Gets
    3 outputs

  • Supplier spend analysis

    From one accounts-payable export, the finance or operations lead sees where the money goes: spend cleaned and grouped by category and supplier, the few suppliers that take most of it, the tail, needs bought from several suppliers and consolidation opportunities, each with its figures. A person decides what to act on.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    10 outputs

  • Technical demo plan

    Before a technical discovery or demo meeting, the account executive and solutions engineer get an attendee brief, a demo sequence built around the buyer's stated workflow from approved scenarios, and open questions. Requests nobody has verified stay questions.

    Starts it
    Account executive
    Brings
    export, notes, pasted text
    Gets
    7 outputs
    • Sales (filtered by)
    • Hardware and physical technology (filtered by)
    • Growth & scaling