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Workflows Directory

Find your team’s next superpower.

Results

124 workflow templates, showing 121 to 124

  • Workflow inventory

    When the ownership and status of your automated workflows come up for review, the platform owner gets one inventory built from the exports supplied: environments, enabled states, last run, queued runs and owner gaps. Quiet workflows become questions, not removal lists.

    Starts it
    Platform owner
    Brings
    export, notes
    Gets
    7 outputs

  • Write an SOP from how the work is done

    Turn a walkthrough of how one piece of work is really done into a written procedure anyone on the team can follow: who does each step, how they know it is done, what to do when it goes wrong and when to stop and ask. The owner approves it before anyone relies on it.

    Starts it
    Operations lead
    Brings
    notes, document, pasted text
    Gets
    2 outputs

  • Yard shift handover brief

    The outgoing yard or warehouse lead hands the incoming lead one brief: where each trailer stands, how long it has been on site, which dock issues are open and who follows up on each. No trailer is moved and no appointment is changed.

    Starts it
    Outgoing yard lead
    Brings
    export, notes
    Gets
    7 outputs

  • Year-end tax packet for the accountant

    Once the year's books are closed, the owner or bookkeeper hands the accountant one packet: the documents asked for and what is still missing, every contractor paid over the reporting line with missing tax forms flagged, the year's estimated tax payments, and the questions to ask. It works out no tax.

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