Workflows Directory
Find your team’s next superpower.
- Function: Sales
- Industry: Construction
- Industry: Government
- Industry: Media and entertainment
- Business situation: Growth & scaling
- Clear all filters
Results
4 workflow templates
Estimate basis pack
An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.
- Starts it
- Estimator
- Brings
- export, notes
- Gets
- 4 outputs
Project experience sheet
For one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.
- Starts it
- Proposal lead
- Brings
- export, notes, pasted text
- Gets
- 6 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
Weekly owner business brief
Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 8 outputs