The pattern book.
Six workflows teams hand to the workshop first. Each one runs on a schedule, shows every step and stops for a signature before anything leaves.

Finance
Friday investor update
Pull the week’s numbers, draft the update in your voice, and hold it for your signature before it goes to investors.
Fridays, 16:00

Finance
Month-end reconciliation
Match every payout against the ledger, flag what doesn’t tie out, and prepare the close checklist for review.
1st working day, 09:00

Customer success
Churn follow-ups
Spot accounts that downgraded or went quiet, draft a personal note from the owner, and queue it for approval.
Weekdays, 10:00

Operations
Vendor contract review
Read a new contract, compare it with your standard terms, and write up every clause that differs.
When a contract lands in Drive

Leadership
Weekly metrics digest
Assemble the metrics your leadership meeting starts with, with a sentence on anything that moved more than usual.
Mondays, 08:00

Sales
Inbound lead triage
Read new inbound leads, enrich them, score them against your ideal customer, and route the good ones to the right rep.
Every hour