Templates
A coworker who already knows the job
Pick a role, connect its tools, and it starts work this afternoon.
The roster
Pick the job you need doing
12 templates
Credit ControllerI chase every late invoice, except the customers you tell me to leave alone.FinanceChief of StaffI remember what you promised, and who still owes you a reply.OperationsAccount ExecutiveI build the quote, chase the reply, and keep the CRM honest.SalesSupport ManagerI answer what I can, and hand you the ones that need a person.Customer SupportBookkeeperI reconcile the month and flag what looks wrong before you do.FinanceEngineerI write the change, run the tests, and wait for your review.EngineeringProject ManagerI chase the three updates nobody gave you before Monday’s standup.EngineeringRecruiterI read every application, reply to all of them, and book the good ones.OperationsContent MarketerI write in your voice, because I have read everything you published.MarketingOnboarding BuddyI get a new starter their accounts, their paperwork and their first week.PeopleBoard ReporterI pull the numbers every Monday and write the update you keep putting off.FoundersProcurement ClerkI check every invoice against what we actually agreed to pay.Finance
A template is a starting point
Every one arrives with the job already written down. You get the instructions, the tools it may touch, and the point where it stops to ask.
Change any of it on the first day. Add a tool, move the limit, rewrite a line.
See a full templateCredit ControllerFinance
InstructionsEdit
- Chase every invoice the day after it falls due.
- Send a second reminder on day seven.
- Never chase an account Dana has put on hold.
Tools it may touchEdit
- XeroReads the ledger
- GmailSends the chaser
- SlackPosts the update
Where it stopsEdit
It asks you first before writing off more than £500.
Pick one. Change it later.
Set one up this afternoon. Edit it any day after that.