Discuss a Workflow
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Guides & Templates

Give the workflow a clear starting point.

Use these practical checklists to organise the conversation before a pilot or catalogue project.

Planning template

Workflow brief

Define the input, output, volume, systems, responsibilities and exceptions in one place.

  1. Name the workflow and desired outcome.
  2. Describe what starts and ends the process.
  3. List the inputs, systems and access needed.
  4. Estimate volume and frequency.
  5. Identify decisions and approval owners.
  6. Agree quality checks and success measures.
Download Workflow Brief

Quality checklist

Catalogue readiness

Check the foundations before handing product information to a website or internal system.

  1. Confirm the required product fields.
  2. Check identifiers, categories and variants.
  3. Standardise names and formatting.
  4. Match images to the correct products.
  5. Flag missing specifications and duplicates.
  6. Record approvals before publishing.
Download Catalogue Checklist

Let’s put structure around the work.

What workflow is taking too much of your team’s time?

Show us the process. We’ll explore how to structure, operate or automate it more effectively.

Discuss a Workflow