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Workflows Directory

Find your team’s next superpower.

Results

5 workflow templates

  • Culture health check

    A founder or people lead sees whether the company's stated values show up in daily work: each value written as behaviours you could watch for, read against the team's own evidence, with where practice matches, where it drifts, and two or three rituals to try. Reported by team and theme, never about a person.

    Starts it
    Founder
    Brings
    export, notes, document
    Gets
    7 outputs

  • 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

  • Matter coverage plan for absences

    When leave or a staffing change takes someone away from active matters, the practice manager gets a draft coverage plan: a proposed cover for each matter, the attorney-confirmed dates in the absence, the access each cover needs and every handoff that is blocked. The practice lead and responsible attorneys decide.

    Starts it
    Practice manager
    Brings
    export, notes, document
    Gets
    8 outputs

    Prepares work for a lawyer. Not legal advice.

  • 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

  • Volunteer shift options

    A volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.

    Starts it
    Volunteer lead
    Brings
    export, notes
    Gets
    4 outputs
    • People and HR (filtered by)
    • Nonprofits (filtered by)
    • Education