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Workflows Directory

Find your team’s next superpower.

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8 workflow templates

  • Dataset profile

    Before anyone joins or relies on a new export, the analyst gets one profile of it: what one row stands for, where keys repeat, what is missing, which values look odd, and a numbered list of questions for the data owner. No data is changed and no verdict is given.

    Starts it
    Analyst
    Brings
    export, notes
    Gets
    4 outputs

  • Household record differences

    When the CRM and the custodian's account export disagree about a household, the operations owner gets one comparison: accounts with no household, possible duplicates and field-by-field differences, each with its source row and a proposed correction left as a question. No record is changed.

    Starts it
    Operations owner
    Brings
    export, notes
    Gets
    6 outputs

  • Matter-opening checklist preparation

    Every accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.

    Starts it
    Firm administrator
    Brings
    document
    Gets
    4 outputs

  • Preventive maintenance plan

    For one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.

    Starts it
    Facilities manager
    Brings
    export, notes
    Gets
    6 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

  • Rent roll to lease abstract match

    Your property accountant gets the rent roll checked against the verified lease abstracts and amendments, unit by unit: rent, area, commencement and expiration, with every difference listed for review. It compares supplied fields only and corrects nothing.

    Starts it
    Property accountant
    Brings
    export, notes, document
    Gets
    6 outputs

  • SOP exception capture

    Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.

    Starts it
    Operations lead
    Brings
    notes, document
    Gets
    2 outputs

  • Supplier spend analysis

    From one accounts-payable export, the finance or operations lead sees where the money goes: spend cleaned and grouped by category and supplier, the few suppliers that take most of it, the tail, needs bought from several suppliers and consolidation opportunities, each with its figures. A person decides what to act on.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    10 outputs