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Workflows Directory

Find your team’s next superpower.

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190 workflow templates, showing 121 to 144

  • Online class setup packet

    The learning-platform administrator receives one complete request for an approved class: course name, section, room, responsible teacher, the people who can be invited and every roster exception, drawn from the approved details and the roster export.

    Starts it
    Academic office assistant
    Brings
    export, notes, document
    Gets
    6 outputs

  • Outgoing work sign-off log

    Every item that needs a responsible attorney's sign-off before it leaves the firm sits in one log, in the order it has to go out: waiting, approved or returned, with the attorney's own note. Anything close to its date with no decision is flagged first. The log tracks status and never touches the legal substance.

    Starts it
    Operations manager
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Outside-counsel invoice questions

    When a law firm’s invoice arrives, legal operations has one worksheet ready: every line set against the agreed rates, the approved matter budget and the company’s own billing guidelines, each difference written as a neutral question for the firm. Nothing is sent, paid or rejected until people decide.

    Starts it
    Legal operations manager
    Brings
    export, document
    Gets
    10 outputs

    Prepares work for a lawyer. Not legal advice.

  • Overdue-invoice follow-up preparation

    Every overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.

    Starts it
    Billing coordinator
    Brings
    export, notes, document, pasted text
    Gets
    3 outputs

  • Pilot acceptance-test preparation

    Go into every AI pilot with the test already written: the cases that matter, what good looks like for each and the rule your owner will use to decide.

    Starts it
    Pilot owner
    Brings
    notes, document
    Gets
    4 outputs

  • Policy answers from the handbook

    Staff questions about leave, hours, expenses and conduct get answers that quote your own handbook, name the section, and say plainly where the handbook is silent. Anything about one person's own entitlement goes to HR, and no reply leaves until a person has read it.

    Starts it
    Office manager
    Brings
    export, notes, document
    Gets
    4 outputs

  • Prebill exception review

    Before the billing attorney opens a prebill, the billing coordinator has every awkward entry marked: rates that differ from the firm's rate table, possible duplicates, entries outside the client's billing guidelines, unclear narratives and expenses without support, each sent to the person who acts next.

    Starts it
    Billing coordinator
    Brings
    export, notes, document
    Gets
    5 outputs

  • Premortem before a decision

    Before your team commits to a plan that is hard to undo, such as a move, a launch or a new system, a short workshop pictures it a few months on, already failed. The record ranks the reasons, turns each top risk into a check, a warning sign and an owner, and leaves the go decision with the owner.

    Starts it
    Owner
    Brings
    notes
    Gets
    4 outputs

  • Presentation outline and talk track

    Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.

    Starts it
    Presenter
    Brings
    notes, pasted text
    Gets
    4 outputs

  • Press pitch preparation

    An owner or marketer with one story to offer gets the outlets and writers it genuinely fits, each backed by a piece they recently published, and a short pitch draft for each. Every claim in a draft comes from facts you supply. Drafts only: a person decides and sends.

    Starts it
    Owner
    Brings
    notes, pasted text
    Gets
    5 outputs

  • Price change review

    Before prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    7 outputs

  • Privilege log entry check

    Before a draft privilege log goes to review counsel, the paralegal gets an entry-by-entry check against counsel’s approved format and role map, and a list of logged documents’ attachments with no entry. It checks metadata only: review counsel makes every privilege call and writes or approves every description.

    Starts it
    Paralegal
    Brings
    export, notes, document
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • Process map and bottleneck review

    Map one process step by step: who does each step, how long work waits and how long it takes, where it is handed over and where it gets sent back. Then find the one step that caps how much gets finished, and what to try there first. The owner decides what changes.

    Starts it
    Operations lead
    Brings
    export, notes
    Gets
    7 outputs

  • Program outcome map

    Before an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.

    Starts it
    Program lead
    Brings
    export, notes
    Gets
    8 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

  • Project handover readiness check

    When a finished deliverable is ready for the team that will run it, the project manager brings one checklist against that team's own requirements: acceptance evidence, instructions, access, training, support owners and open items. The receiving owner accepts or names the conditions still to meet.

    Starts it
    Project manager
    Brings
    export, notes
    Gets
    6 outputs

  • Project intake and capacity review

    When a new initiative is proposed, the portfolio owner sees it scored on the business's own criteria beside the projects already committed, the delivery days it would use month by month, and what it would crowd out or push later. The owner accepts, defers or rejects it.

    Starts it
    Portfolio owner
    Brings
    export, notes, document
    Gets
    6 outputs

  • Project lessons review

    When a phase or a project ends, the project manager gets one blameless review: whether it achieved what it was for, how scope, schedule and budget moved and why, whether the success measures were the right ones, and practice changes for the team to choose, each with an owner and a follow-up date.

    Starts it
    Project manager
    Brings
    export, notes
    Gets
    8 outputs

  • Project scope baseline

    A project manager turns an approved brief into a draft scope baseline: the deliverables, what is excluded, the acceptance criteria for each deliverable, the constraints and the open questions for the sponsor. Nothing implied counts as scope until the sponsor says so.

    Starts it
    Project manager
    Brings
    export, notes, document
    Gets
    7 outputs

  • Project status report

    The lead of an internal project gets a status report the sponsor can read in two minutes: each workstream red, amber or green with the reason, what moved, who must clear each blocker, the decisions needed and the dates at risk. No milestone is called done without evidence, and the lead confirms every status.

    Starts it
    Project lead
    Brings
    export, notes, pasted text
    Gets
    7 outputs

  • Prospect list by role and firm type

    Before anyone writes a first note, you know which kinds of firm and which roles in them deserve your next conversations. Every firm is tested against your own criteria first and carries a sourced reason, a grade and the questions only a conversation can answer. Nobody is contacted.

    Starts it
    Founder
    Brings
    export, notes
    Gets
    6 outputs

  • Quarterly business review preparation

    Before each customer's quarterly review, the account manager gets a pack built on the customer's own goals: the quarter's result for each, labelled by where it came from, what is still open, next quarter's goals for discussion and a timed agenda. A person settles every question and sends it.

    Starts it
    Account manager
    Brings
    export, notes, document
    Gets
    7 outputs

  • 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

  • Receivables exception review

    The controller gets every short payment, unmatched or ambiguous receipt, possible duplicate and disputed invoice on one list, each with its evidence and a proposed next step, before anything is applied on a guess.

    Starts it
    Billing coordinator
    Brings
    export, notes, document
    Gets
    3 outputs