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Workflows Directory

Find your team’s next superpower.

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109 workflow templates, showing 97 to 109

  • Stale ticket sweep

    Once a week the support lead gets one sheet of what the queue is hiding: tickets with no real activity past their limit, tickets left waiting on the customer with the three ways out of each, likely duplicates, and each person's load weighed by size and age. A person makes every move.

    Starts it
    Support lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Supplier quality response check

    A quality or purchasing person who has raised a defect with a supplier gets the supplier's reply set against the finding: what is answered, what is not, the evidence still to ask for, the actions proposed and what has yet to be verified. The person decides whether the answer is accepted.

    Starts it
    Supplier-quality owner
    Brings
    export, notes, document, pasted text
    Gets
    7 outputs
    • Quality management
    • Hardware and physical technology (filtered by)
    • Established businesses (filtered by)

  • Support escalation brief

    When a support case must move to a specialist or manager, the support lead gets one brief: the customer's impact, a dated timeline from the ticket history, the evidence, the fixes tried, the workaround in place and the decision needed. Nothing goes to the customer.

    Starts it
    Support agent
    Brings
    export, notes, document
    Gets
    8 outputs

  • Support service level definition

    The support lead gets reply and resolution targets for every priority level, worked out from the team's own ticket history and the hours the team really has. Each target shows how often the team already meets it, and every gap comes back as a question for the lead to settle.

    Starts it
    Support lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Training needs analysis

    For one team, the HR lead or team manager gets what each role must be able to do, how many people can do it now, where the team falls short, and the training to arrange first, with who arranges it and by when. Counted by role, never a rating of a named person.

    Starts it
    Team manager
    Brings
    export, notes
    Gets
    5 outputs
    • People and HR
    • Professional services (filtered by)
    • Established businesses (filtered by)

  • Vendor quote comparison

    Before anyone signs, the person choosing a vendor gets one sheet: the criteria agreed first, every quote costed the same way, and each vendor eliminated with its reason, on hold with the question that settles it, or shortlisted with its trade-offs. A person chooses; contract terms go to your reviewer.

    Starts it
    Office manager
    Brings
    notes, document
    Gets
    8 outputs

  • Vendor renewal review

    Before a supplier's notice date, the operations lead takes one page to the decision: the dates counted from the ones you supply, how much of what you pay for is used, what it has cost and what renewal would cost, how the supplier has performed, and the questions to ask. Nothing is sent or cancelled.

    Starts it
    Operations lead
    Brings
    export, notes
    Gets
    8 outputs

  • Website findability audit

    An owner or marketer asking why the website is not found gets a plain report from saved copies of their own pages: what stops each page being reached, read or understood, the fixes in order, and the checks only a live look can settle. No ranking is promised.

    Starts it
    Owner
    Brings
    notes, document
    Gets
    7 outputs

  • Weekly open-matter check

    Every Monday the operations manager sees every open matter: which tasks are overdue, which have no owner, and which matters could not be checked at all. The managing partner gets one summary, and each responsible attorney gets a note that is drafted and ready for the manager to send.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    5 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
    • Leadership
    • Professional services (filtered by)
    • Established businesses (filtered by)

  • Win-loss review

    Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.

    Starts it
    Sales lead
    Brings
    export, notes, document, pasted text
    Gets
    8 outputs
    • Sales
    • Professional services (filtered by)
    • Established businesses (filtered by)

  • 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

  • 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