Book a fit call

Workflows Directory

Find your team’s next superpower.

Results

91 workflow templates, showing 1 to 24

  • Acceptance criteria sheet

    Hand a developer or agency a story with its definition of done written down: testable expected behaviours, error cases and edge cases, each traced to a rule or design state, with the unclear terms and open questions listed for the product owner.

    Starts it
    Product owner
    Brings
    notes
    Gets
    5 outputs

  • Annual operating budget

    For an owner or finance lead preparing next year: revenue and costs by month and by team, built from this year's figures and each budget owner's drivers, every assumption written down, capital purchases listed apart, the whole checked against cash, and the questions leadership has to settle.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    10 outputs

  • Assumption map

    For a product owner whose plan rests on beliefs nobody has tested: each belief is written down, set against the evidence you hold, ranked by what it would do to the plan, and given a cheap test to choose from. You decide what to test; no evidence is invented.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    6 outputs

  • Audit evidence index

    The quality lead gets an index of everything an audit has asked to see: each request linked to the document that answers it, its version and owner, the records found and the gaps. The quality owner decides what is shared; nothing is certified or sent.

    Starts it
    Quality lead
    Brings
    export, notes
    Gets
    6 outputs

  • Audit preparation

    Before the external auditors arrive, your controller holds one audit pack: every request with its owner, date, document and status, the control evidence they will test, last year's findings and what was done, and draft answers to the questions they will ask. People approve everything before it goes.

    Starts it
    Controller
    Brings
    export, notes, document
    Gets
    9 outputs

  • Board meeting pack

    Before each board meeting, the CEO gets a pre-read built on the one decision the board is asked to make, with every figure from the company's own reports, an agenda kept mostly for discussion and the questions directors are likely to ask. Afterwards, a record of what was decided. The CEO sends it all.

    Starts it
    Chief executive
    Brings
    export, notes, document
    Gets
    5 outputs

  • Board minutes draft

    After a board meeting, the secretary gets draft minutes built only from what they supply: notes, agenda, motion text and vote record. Attendance, motions, votes, documents and actions are laid out, and every gap is marked for the secretary to settle.

    Starts it
    Board secretary
    Brings
    export, notes
    Gets
    7 outputs

  • Budget-versus-actual variance commentary

    Before the month's results go to management, the finance lead gets written commentary on every line that moved past the threshold: the figures, the budget owner's explanation marked confirmed or to be confirmed, a bridge from budget to actual, and the questions still open. No cause is invented.

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

  • Business trip plan

    The assistant hands the traveller one plan for one business trip: dates and nights fixed from the brief, travel and hotel options with prices and the day each was checked, a day-by-day timetable around the meetings, the cost against travel policy and the bookings still to make. Nothing is booked or paid.

    Starts it
    Executive assistant
    Brings
    notes, document, pasted text
    Gets
    5 outputs

  • Candidate outreach drafting

    For each person a recruiter or founder has already chosen to approach about an approved role: a first message and two follow-ups, each personal line traced to a public work source the recruiter supplied, do-not-contact names and opt-outs honoured, and a reply log. The recruiter sends every message.

    Starts it
    Recruiter
    Brings
    export, document
    Gets
    5 outputs

  • Channel partner fit review

    When a referral, reseller or alliance partner approaches, the founder or head of partnerships gets one review: evidence the partner brings customers of its own, the type that evidence supports, a ninety-day plan with signs to go on or stop, and the commission range that still beats selling direct. A person decides.

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

  • Client document request tracker

    When a client sends its first batch of records, the engagement manager gets the request list brought up to date: each item and period marked received, incomplete, mentioned only or missing, plus a short follow-up draft. The manager judges what is sufficient and approves anything sent.

    Starts it
    Engagement manager
    Brings
    export, notes, pasted text
    Gets
    5 outputs

  • Client findings validation document

    Before research becomes recommendations, the engagement lead sends the client one document: each material finding beside its evidence, the implication proposed and a clear request to confirm, correct or defer it. Nothing is added that the evidence does not show.

    Starts it
    Engagement lead
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Client-status update preparation

    Every client gets an accurate status update on schedule, drafted from the notes and the task list, with confirmed dates kept apart from estimates and the client’s open decisions in plain view.

    Starts it
    Project manager
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Component end-of-life exposure brief

    When a supplier announces a component constraint or end-of-life date, the sourcing lead gets one brief: where the part is used, stock and demand set against the stated dates, and questions about replacements, with unverified availability kept apart from approved supply.

    Starts it
    Sourcing lead
    Brings
    export, notes, pasted text
    Gets
    5 outputs

  • 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

  • Customer case study

    With a customer who has agreed to help, prepare the interview, then turn their words and the figures they supply into a case study in a short and a long version. Every quotation and number is listed for the customer to approve in writing, and nothing is published or named before they do.

    Starts it
    Marketer
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Deal close plan

    Your account executive holds one late-stage deal on two pages: the buyer's case for buying now, counted from the buyer's own figures, and a dated plan of every step to signature with its owner on each side. The seller decides what the buyer sees; nothing reaches the sales system without approval.

    Starts it
    Account executive
    Brings
    export, notes, document
    Gets
    4 outputs

  • Decision log

    Your chief of staff keeps one register of what the leadership actually approved, across every meeting and message: each decision with who approved it, each action with one owner and a date, what is overdue, and a flag wherever a new decision clashes with an earlier one or revives a rejected idea.

    Starts it
    Chief of staff
    Brings
    export, notes, pasted text
    Gets
    5 outputs

  • Delegation brief and follow-up

    Every task a manager hands over goes with a clear brief: what to deliver, in what form, by what date and time, why it matters, who will use it, what the person may decide alone and when the manager will check in. Each week, one list shows what is open, what is late and the next note to send.

    Starts it
    Manager
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Deliverable issue completeness check

    As a calculation, report or drawing package nears issue, the quality reviewer or document controller gets a checklist: missing review records, revisions that disagree between the index, the register and the title block, and citations of out-of-date calculations. Issue stays with the engineers.

    Starts it
    Quality reviewer
    Brings
    export, notes
    Gets
    5 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

  • Design assumption change register

    When client criteria or design assumptions change, the project engineer gets one sourced register: what changed, which recorded requirements it touches, how firm each source is, and what still needs confirmation. No design basis is altered.

    Starts it
    Project engineer
    Brings
    export, notes
    Gets
    6 outputs

  • Discipline interface issue register

    After a coordination meeting exposes conflicts between disciplines, the design coordinator gets one register: each conflict from the minutes, linked to the clash-export rows and model revisions involved, with the lead who owns each system and the decision still needed. Nothing is resolved.

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