Internal Ops · Internal Ops · 02 · Weeks 7-8

Ops workflows & documents

Meetings, documents, and the recurring work between systems - automated with approval gates where they matter.

1. 01Meetings -> notes -> actionTurn transcripts into tasks, CRM updates & follow-ups60 min
2. 02The document factoryGenerate proposals, SOWs & reports from templates + data75 min
3. 03Data hygiene between systemsClean and reconcile data across your tools60 min
4. 04Inbox & request triageTriage shared inboxes with drafted responses45 min