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Workflows Directory

Find your team’s next superpower.

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52 workflow templates, showing 25 to 48

  • Manager feedback preparation

    Every manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.

    Starts it
    Team manager
    Brings
    notes, document
    Gets
    7 outputs
    • People and HR
    • Logistics and trade (filtered by)
    • Growth & scaling (filtered by)

  • Missed dock window recovery brief

    The dispatch supervisor gets one brief when a truck misses its dock appointment and the reports disagree: each stated arrival time, the receiving cutoff, the appointment record and the questions that need a decision. It contacts no one and books nothing.

    Starts it
    Dispatch supervisor
    Brings
    export, notes
    Gets
    8 outputs

  • Newsletter roundup draft

    The newsletter editor hands over the stories picked for this send and gets a draft digest grouped by beat, with a short summary, source line and link for each approved story. Duplicates, corrected stories and incomplete sources are flagged for the editor, who approves any send.

    Starts it
    Newsletter editor
    Brings
    export, notes, pasted text
    Gets
    2 outputs

  • Notification channel plan

    When a business event needs to notify people, the integration owner gets one channel plan from the event definitions: trigger, urgency, who is told by which channel, what needs confirmation, fallbacks and reply handling. Consent and message rules stay as questions. Nothing is sent.

    Starts it
    Integration owner
    Brings
    export, notes
    Gets
    1 output

  • Operations KPI scorecard

    Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 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

  • 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

  • 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

  • Product landed cost worksheet

    After an import shipment lands, the owner or bookkeeper gets one worksheet: freight, duty, brokerage, insurance and inbound fees from the invoices spread over each product by a stated method, the landed unit cost beside the cost the store records, and the margin left. A person updates any cost.

    Starts it
    Owner
    Brings
    export, notes, document
    Gets
    5 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

  • Restricted gift rollforward

    The finance lead gets a working schedule for one named restricted fund: opening balance, recorded gifts, coded expenditure and closing balance, with every unresolved difference listed from the gift agreement summary and the ledger detail. Nothing is posted.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    6 outputs

  • Sales pipeline review

    Each week your sales lead sees the whole open pipeline on one page: value and age by stage, what moved since last week, the deals at risk and coverage against your target. Every figure traces to your export, and the forecast number is left for a person to commit.

    Starts it
    Sales lead
    Brings
    export, notes
    Gets
    9 outputs
    • Sales
    • Logistics and trade (filtered by)
    • Growth & scaling (filtered by)

  • Service visit work packet

    Before a planned visit to a turbine, inverter or terminal asset, the maintenance supervisor gets one packet built from the logs and approved scope supplied: reported symptoms, previous visits, open parts requests and access questions. It judges no condition and sends nothing.

    Starts it
    Maintenance supervisor
    Brings
    export, notes
    Gets
    7 outputs

  • Shared folder filing plan

    The office coordinator gets a plan for tidying a shared folder: a proposed folder structure, every file's move with its owner named, and the duplicates and access questions to settle first. Owners approve their own moves; nothing is moved, renamed or deleted.

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

  • Shipment documentation check

    When a job finishes, the shipping or quality lead gets one index comparing the order, the inspection records, the required certificates and the packing details, with each missing record and each quantity that does not agree set out. Nothing is certified or released.

    Starts it
    Shipping lead
    Brings
    export, notes
    Gets
    6 outputs

  • Site safety induction pack

    For one named site, the site, facilities or people lead gets an induction built from that site's own emergency arrangements, rules and hazards, with a short check of understanding, a sign-off record for each person and refresher dates by role. A competent person approves it and delivers it.

    Starts it
    Site manager
    Brings
    export, notes, document
    Gets
    6 outputs
    • People and HR
    • Logistics and trade (filtered by)
    • Growth & scaling (filtered by)

  • 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

  • Staff newsletter and FAQ roundup

    Each month the office manager turns what teams send in into one staff newsletter, with answers to the questions people keep asking, each quoted from an approved source and its owner named. Nothing about one person's pay, health or performance goes in, and a person approves the issue before it goes.

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

  • Stakeholder and decision rights map

    Before kickoff, the project manager holds one map of everyone the project touches: each group placed by influence and interest, every key decision with exactly one accountable owner, the decision makers still missing, and who hears what, when and from whom. The sponsor confirms every decision right.

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

  • Stock count reconciliation

    After a physical count, the bookkeeper and the warehouse or store lead get every item counted beside the quantity and value in the books, each difference in units and money, what to check for it, and the items to recount. Nothing is adjusted until a person approves.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    5 outputs

  • Supplier delivery date check

    The purchasing or operations person gets one comparison from the open purchase orders and the supplier replies: promised and revised dates side by side, the orders each change puts at risk, and the follow-ups still unanswered. No supplier is contacted.

    Starts it
    Buyer
    Brings
    export, notes
    Gets
    5 outputs

  • Temporary change register

    For a site or operations manager with temporary changes to equipment, layout or process still in place: a register of every change with its expiry date, the checks still outstanding and the procedures and training it touches, ready for the competent person who decides what happens next.

    Starts it
    Site manager
    Brings
    export, notes
    Gets
    7 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
    • Logistics and trade (filtered by)
    • Growth & scaling (filtered by)

  • Volunteer shift options

    A volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.

    Starts it
    Volunteer lead
    Brings
    export, notes
    Gets
    4 outputs
    • People and HR
    • Nonprofits (filtered by)
    • Growth & scaling (filtered by)