Google Denies Gemini Ads Launch in 2026: What Marketers Need to Know
9 Dec 2025
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Workflow Automation & Process
Outline the 5 essential sections of a clear Standard Operating Procedure (SOP) for a repetitive team task (e.g., onboarding a new client). Sections must include Purpose, Prerequisites, Step-by-Step Instructions, and Troubleshooting/FAQs.
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.
Propose a simplified, hierarchical Digital Folder Structure for managing work projects. The structure must contain 3 top-level folders and 3 standardized subfolders (e.g., 01_Planning, 02_Drafts) that are consistently applied to every project folder.
Outline the 4 sequential steps required to automate a repetitive task: Generating a Monthly Sales Report from raw CRM data. Steps must include data extraction, transformation, visualization (charting), and final distribution (e.g., email attachment).
You use a CRM (for sales data) and a Project Tool (for tasks). Design a simple Two-Way Integration process for when a sales deal is closed. The process must automatically create a new project in the Project Tool and update the CRM status.
Outline a strategy for using an automated scheduling tool (e.g., Calendly) to manage external meeting requests. The strategy must include setting mandatory buffer time before and after each meeting and defining 3 specific time slots when you are unavailable.
Design a standardized, 5-point checklist for Handoffs when delegating a task to a team member. The checklist must ensure the delegated task has clear Acceptance Criteria, defined Due Date, and all necessary Prerequisites/Resources.
Draft a template email/message for effectively Delegating a routine task. The template must include clear instructions, the required result, and an opening sentence that conveys trust and ownership.
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.
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 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.
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.
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.
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