Workflow library

Start from a pattern, not a blank chat box.

Recurring work packaged into governed flows — each with a clear input, output, and reviewer. Use them as starting points and adapt to your teams.

18 workflow patterns · 6 teams

Campaign brief from scattered inputs

Input

Website, PDF, brand notes, past campaign

Output

Launch brief, channel copy, review checklist

ReviewerCampaign owner

Content variants at scale

Input

Approved brief, brand voice, channel rules

Output

Headlines, posts, and ad variants

ReviewerContent lead

Research synthesis

Input

Competitor pages, reports, transcripts

Output

Insight summary, positioning notes, gaps

ReviewerStrategy lead

Account research and proposal draft

Input

CRM notes, company website, sales deck

Output

Discovery summary, proposal outline, objections

ReviewerAccount executive

Objection handling prep

Input

Deal notes, pricing, product docs

Output

Likely objections and grounded responses

ReviewerSales manager

CRM-ready call summary

Input

Call transcript, deal stage, next steps

Output

Structured summary and follow-up tasks

ReviewerAccount executive

Ticket triage with policy-aware replies

Input

Support ticket, product FAQ, escalation rules

Output

Suggested answer, risk flags, next owner

ReviewerSupport lead

Knowledge-grounded reply draft

Input

Customer question, product docs, prior tickets

Output

Draft reply with cited sources

ReviewerAgent

Escalation & QA review

Input

Resolved ticket, quality rubric

Output

QA notes and escalation summary

ReviewerQA reviewer

Policy Q&A with citations

Input

Employee handbook, policy docs, location rules

Output

Grounded answer with citations and escalation note

ReviewerHR partner

Onboarding guide generation

Input

Role, team, tools, first-week plan

Output

Structured onboarding guide

ReviewerPeople ops

Employee communication draft

Input

Key message, audience, tone

Output

Reviewed internal announcement draft

ReviewerHR partner

Meeting notes to execution plan

Input

Meeting transcript, SOP, project context

Output

Decisions, owners, timeline, follow-up tasks

ReviewerProject owner

SOP assistance

Input

Process docs, question, current step

Output

Step-by-step guidance grounded in the SOP

ReviewerProcess owner

Internal reporting draft

Input

Source data notes, reporting template

Output

Structured report draft for review

ReviewerOps lead

Board-ready summary

Input

Team updates, metrics context, prior decisions

Output

Concise summary with source links

ReviewerChief of staff

Decision memo

Input

Options, tradeoffs, constraints

Output

Structured memo with risks and recommendation

ReviewerExecutive sponsor

Cross-team operating review

Input

Department updates, adoption signals

Output

Operating review with open risks

ReviewerLeadership team

Bring your own recurring work.

Tell us two tasks your team repeats and we'll map them to a governed workflow in a demo.

Book enterprise demo