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Workflow Automation & Process
Outline a 3-step automated workflow for Expense Tracking. The workflow must be triggered by a photo of a receipt, extract key data (date, amount), and file the data into a designated spreadsheet for monthly reconciliation.
Propose a structure for organizing projects and tasks in a digital tool (e.g., Todoist, Asana) that adheres to the core principles of Getting Things Done (GTD). The structure must include separate lists for Projects, Next Actions, and Waiting For.
Design a simple, weekly Digital Backup Workflow for critical personal files. The workflow must specify the file location, the backup destination (e.g., cloud storage, external drive), and the mandatory action to verify the backup was successful.
Outline a simple 4-step automated workflow for Project Status Updates. The workflow must be triggered by a project status change (e.g., from 'In Progress' to 'Complete') and automatically notify 3 key stakeholders via email.
Design a simple, 4-step automated flow for a new IT Support Ticket. The flow must include mandatory initial steps for automatic categorization (e.g., Hardware, Software), severity assignment, and automatic routing to the correct technician.
Outline a 4-step automated workflow for Social Media Content Scheduling. The workflow must be triggered by a finished blog post, extract the title/link, generate a short social media caption, and queue the post for scheduled publication.
Propose a structure and 4 mandatory content types (e.g., meeting agenda, project proposal, bug report, email response) for a Team Template Library designed to standardize communication and save creation time.
Design a simple, automated Bug Reporting Flow (e.g., from a web form to a project tool). The flow must include mandatory fields for Severity, Reproduction Steps, and Expected Result to ensure the development team can act immediately.
Outline a 4-step workflow for automatically transcribing a virtual meeting and summarizing the results. The workflow must include transcription, an AI-driven summary (focus on action items), and final distribution to all attendees.
Outline the mandatory governance rules (e.g., naming conventions, access roles) for maintaining a Shared Team Knowledge Base. Specify the single person/role responsible for the final approval and archiving of documents.
Design a simple Automated Follow-up Workflow for a sales lead who downloaded a lead magnet but hasn't engaged further. The workflow must include a 7-day delay, a personalized email template, and an automatic flag back to the sales team if the lead clicks a specific link.
Design an Email Filtering/Triage System using 4 automated rules (e.g., sender, keywords, attachments). Specify the rule needed to automatically flag and move emails from your direct manager to an 'Urgent' folder, bypassing all other filters.
Outline a simple 5-step automated workflow for New Client Onboarding. The workflow must be triggered by a sales contract, and include automated steps for creating a client folder, sending a welcome email, and scheduling the kick-off meeting.
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