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Workflows Directory

Find your team’s next superpower.

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4 workflow templates

  • 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)
    • Government (filtered by)
    • Established businesses (filtered by)

  • Learning system access review

    At term end or after staff change roles, the system owner lays the learning system's user and access exports beside current staff, class assignments and the approved role matrix. Departed users, changed roles and dormant accounts come back as questions for the data owners. Nothing is changed.

    Starts it
    System owner
    Brings
    export, notes
    Gets
    7 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
    • IT and systems (filtered by)
    • Government (filtered by)
    • Established businesses (filtered by)

  • Referral source follow-up

    The day after a partner meets someone who sends the firm work, they have a follow-up draft and a list of every promise made at the table, by both sides. The draft uses only approved materials and nothing said in confidence; the partner checks it, chooses the next step and sends it.

    Starts it
    Partner
    Brings
    export, notes
    Gets
    5 outputs
    • Sales (filtered by)
    • Law firms (filtered by)
    • Established businesses (filtered by)