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Workflows Directory

Find your team’s next superpower.

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12 workflow templates

  • 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

  • Discount request review

    Before a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.

    Starts it
    Sales lead
    Brings
    export, notes, document
    Gets
    7 outputs

  • Employee onboarding plan

    Every new colleague starts with a first week and a first 90 days planned to the standard of your best manager: what to read, who to meet, what to practice and what productive means at day 30, 60 and 90.

    Starts it
    Hiring manager
    Brings
    notes, document
    Gets
    6 outputs

  • Goal alignment review

    Before next period's goals are set, the chief executive sees every team goal mapped to the company priority it serves: goals with no company parent, goals that pull against each other, priorities nobody owns, and the questions for each owner. It judges goals, never people.

    Starts it
    Chief of staff
    Brings
    export, notes
    Gets
    5 outputs

  • Internal change announcement

    One decided change, announced well: managers briefed first, a message for each group in the right order, talking points, and the questions people will ask, answered only from the decision or marked open. Every message is a draft that a person approves and sends.

    Starts it
    Internal communications lead
    Brings
    export, notes
    Gets
    7 outputs
    • People and HR (filtered by)
    • Leadership (filtered by)
    • Logistics and trade (filtered by)

  • Manager feedback preparation

    Every manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.

    Starts it
    Team manager
    Brings
    notes, document
    Gets
    7 outputs
    • People and HR (filtered by)
    • Leadership (filtered by)
    • Logistics and trade (filtered by)

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

  • 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

  • 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

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

  • Training needs analysis

    For one team, the HR lead or team manager gets what each role must be able to do, how many people can do it now, where the team falls short, and the training to arrange first, with who arranges it and by when. Counted by role, never a rating of a named person.

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

  • Workflow fit check: is this piece of work ready for AI?

    Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.

    Starts it
    Owner
    Brings
    notes, pasted text
    Gets
    6 outputs