28 Complete Workflows

Organized by task type - Administrative, Commercial, Production, Communication, Organization

Each workflow links directly to the full step-by-step guide.

📄 Beginner

Invoice/Quote Generation

Create invoices from templates. VAT calculations, legal mentions.

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🔄 Beginner

Quote → Invoice

Automatically convert accepted quotes to invoices.

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⏰ Intermediate

Payment Reminders

Generate escalating reminders (R1, R2, R3, formal notice).

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✅ Intermediate

Compliance Verification

Check mandatory documents (certifications, insurance).

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📊 Beginner

Client Follow-up Tracker

Excel dashboard with statuses and next actions.

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💰 Beginner

Supplier Price Comparison

Multi-quote analysis with weighted scoring.

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🔍 Intermediate

Prospect Research

Company investigation (ID, revenue, financial health, decision-makers).

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📝 Intermediate

Detailed Quote Creation

Professional quotes with pricing and variants.

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📈 Intermediate

Competitor Analysis

Local benchmarking (pricing, offers, reviews).

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📊 Intermediate

Commercial Presentations

Structured PowerPoint/Keynote for clients. Includes reusable template workflow from your existing company files.

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📧 Intermediate

Client Newsletters

Create regular responsive HTML newsletters.

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📅 Intermediate

Project/Site Planning

Gantt planning with milestones and dependencies.

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📦 Intermediate

Inventory Tracking

Inventory with reorder alerts and valuation.

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📓 Beginner

Work Log

Daily activity report compliant with regulations.

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✓ Beginner

Quality Control

Standardized verification checklists by trade.

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🛒 Intermediate

Supplier Orders

Optimized purchase order preparation.

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📱 Beginner

Social Media Posts

LinkedIn/Facebook/Instagram with calendar.

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✉️ Beginner

Email Templates

Reusable professional email library.

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⭐ Beginner

Review Responses

Manage Google/Facebook reviews with response strategies.

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🎓 Advanced

Knowledge Transfer

Training documentation for apprentices and succession.

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📁 Beginner

File Organization

Automatic folder sorting by type and date.

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🧾 Intermediate

Expense Tracking

Receipts to Excel accounting with OCR.

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📝 Intermediate

Meeting Preparation

Structured client/supplier briefings.

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📅 Intermediate

Scheduled Automation

Daily briefs, weekly reports, monthly dashboards — set once, run automatically.

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🧠 Beginner

Cross-Session Memory

Persist context between Cowork sessions with Desktop Commander and a memory.md file.

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Looking for the full guide with detailed instructions for each workflow?

Read the Guide →