Workflows Directory
Find your team’s next superpower.
- Function: Procurement and suppliers
- Industry: Government
- Industry: Hospitality
- Industry: Manufacturing
- Industry: Real estate
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Results
27 workflow templates, showing 25 to 27
Vendor insurance certificate check
For a property manager collecting insurance certificates from service vendors: each certificate's fields set beside the requirements the team already approved, every stated expiration date listed, and draft requests for what is missing. The manager reviews gaps with the insurance adviser before accepting anything.
- Starts it
- Property manager
- Brings
- export, notes, document, pasted text
- Gets
- 9 outputs
Vendor quote comparison
Before anyone signs, the person choosing a vendor gets one sheet: the criteria agreed first, every quote costed the same way, and each vendor eliminated with its reason, on hold with the question that settles it, or shortlisted with its trade-offs. A person chooses; contract terms go to your reviewer.
- Starts it
- Office manager
- Brings
- notes, document
- Gets
- 8 outputs
Vendor renewal review
Before a supplier's notice date, the operations lead takes one page to the decision: the dates counted from the ones you supply, how much of what you pay for is used, what it has cost and what renewal would cost, how the supplier has performed, and the questions to ask. Nothing is sent or cancelled.
- Starts it
- Operations lead
- Brings
- export, notes
- Gets
- 8 outputs