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Workflows Directory

Find your team’s next superpower.

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7 workflow templates

  • Donor thank-you drafts

    Donor services staff get one draft thank-you for each new gift, written from the confirmed gift details, the donor's communication preferences and the organization's approved program language. A person checks and sends every message; nothing asks for another gift.

    Starts it
    Donor services staff member
    Brings
    export, notes, document
    Gets
    3 outputs

  • Newsletter roundup draft

    The newsletter editor hands over the stories picked for this send and gets a draft digest grouped by beat, with a short summary, source line and link for each approved story. Duplicates, corrected stories and incomplete sources are flagged for the editor, who approves any send.

    Starts it
    Newsletter editor
    Brings
    export, notes, pasted text
    Gets
    2 outputs

  • Packaging artwork handoff check

    Before packaging artwork goes to print, the packaging owner gets a checklist that matches each file to the approved product facts, pack sizes, variants and printer specifications, with version conflicts, missing files and missing approvals listed. It writes and judges no label claim.

    Starts it
    Packaging owner
    Brings
    export
    Gets
    5 outputs
    • Marketing and content (filtered by)
    • Manufacturing (filtered by)
    • Consumer brands

  • Reader correction request brief

    When a reader disputes a fact or reports a missing credit, the editor gets one internal note: the request, the published passage, the evidence supplied and the questions only an editor can answer. A draft acknowledgement waits for the audience lead's approval.

    Starts it
    Editor's assistant
    Brings
    notes, document, pasted text
    Gets
    3 outputs

  • Recorded sessions into articles

    A coach, trainer or consultant hands over transcripts of recent sessions and gets back article drafts in their own words: the subjects they actually taught, their key lines quoted word for word, no participant named, and a review sheet of what to check before publishing.

    Starts it
    Expert
    Brings
    notes, document
    Gets
    3 outputs

  • Sponsor delivery record

    When a sponsored run ends, the partnerships lead gets a register of each placement in the signed scope beside the publication record, metrics and invoices. Gaps, changed dates and incomparable metrics stay visible; billing questions go to finance.

    Starts it
    Partnerships lead
    Brings
    export, notes
    Gets
    4 outputs
    • Sales
    • Marketing and content (filtered by)
    • Media and entertainment (filtered by)

  • Story brief from the reporting file

    Before a story is commissioned, the editor gets one brief from the reporting file: what the file confirms, what earlier coverage exists, what is still unanswered and a proposed structure, with every conflicting or unverified claim listed as a reporting gap.

    Starts it
    Editor
    Brings
    export, notes, document
    Gets
    7 outputs
    • Marketing and content (filtered by)
    • Media and entertainment (filtered by)
    • Growth & scaling