Employee Onboarding Orchestration
Free employee onboarding checklist template, IT provisioning, HR paperwork, and manager intros coordinated in one structured workflow with SLA gates and an auditable trail.
7 tasks2 gatesSLA
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111 templates
Vendor Compliance Review
Vendor compliance review template with document collection, security controls validation, and risk sign-off, 4 approval gates and a clean audit record ready before the reviewer asks.
5 tasks4 gates
Client Onboarding with SLA Gates
Client onboarding template with milestone tracking, SLA deadlines, and approval gates, every step assigned, every approval captured, no go-live until everything checks out.
6 tasks2 gatesSLA
Incident Postmortem Workflow
Incident postmortem template with root-cause analysis, action item tracking, and sign-off, in a repeatable format your engineering team will actually follow every time.
8 tasks1 gates
Monthly Finance Close
Month-end close checklist template, same tasks, same order, same deadlines every month, with approval gates before reporting and without someone having to remember every step.
6 tasks2 gates
Change Request Governance
Change request governance template, route engineering changes through the right approvers with 3 gates, no shortcuts, and a complete record of who approved what and when.
7 tasks3 gates
GDPR & CCPA Compliance Audit
GDPR/CCPA compliance audit template, DSAR readiness, consent records, cross-border transfers, breach notification, and DPO sign-off. Ten-step audit with full evidence trail.
10 tasks3 gatesSLA
ISO 27001 Internal Audit
ISO 27001 internal audit template, Annex A control sampling, ISMS clause review (Clauses 4–10), CAPA execution, and CISO sign-off. Nine-step audit aligned with ISO 27001 requirements.
9 tasks4 gatesSLA
Third-Party Risk Assessment
Third-party risk assessment template, tier classification, due-diligence pack, four risk dimensions (operational, reputational, financial, compliance), and CRO sign-off for critical vendors.
9 tasks3 gatesSLA
Annual Performance Review Cycle
Annual performance review cycle template, self-assessment, peer feedback, manager assessment, calibration, compensation flag, and HRBP quality check. Ten-step review cycle for fair, on-time reviews.
10 tasks2 gatesSLA
Quarterly Business Review Preparation
Quarterly business review prep template, tier-aware data pull, champion sentiment, executive narrative, save plan for at-risk accounts, and post-QBR action plan with VP-level sign-off.
10 tasks4 gatesSLA
Business Continuity Test
Business continuity test template, scoped scenario, drill execution, scored outcome, after-action report, and executive briefing. Six-step BCP test with documented evidence for auditors.
6 tasks2 gates
Renewal Management
SaaS renewal management template, 90-day check, readiness assessment, retention play for at-risk accounts, proposal, negotiation, and RevOps-approved close. Six steps to predictable renewal motion.
6 tasks1 gatesSLA
Churn Prevention Playbook
Churn prevention playbook template, early warning signals, intervention steps, and executive escalation tracked in one workflow before the cancellation request arrives.
5 tasks1 gatesSLA
SOX Compliance Testing
SOX compliance testing template, control walkthroughs, evidence collection, and deficiency tracking in one structured workflow with 3 approval gates and an immutable audit trail.
6 tasks3 gates
Process Change Management
Process change management template, impact assessment, stakeholder sign-off, and rollout plan tracked in one workflow so nothing falls through the cracks when a process changes.
5 tasks2 gates
Employee Offboarding
Employee offboarding checklist template, access revocation, knowledge transfer, and exit interview completed before the last day, with a signed record for compliance.
5 tasks1 gates
Expense Report Audit
Expense report audit template, pre-approval checks, receipt validation, and policy compliance in a repeatable review cycle with approval gates and an immutable record.
5 tasks2 gates
Production Readiness Review
6-step production readiness checklist: catches security gaps, missing alerts, and untested rollback plans before they reach production. Two engineering sign-off gates generate an audit record on every deploy.
6 tasks2 gates
SPED ECD, Digital Bookkeeping
SPED ECD workflow template, chart of accounts validation, balance reconciliation, and digital signing for SPED ECD submission, with an auditable record for every filing.
6 tasks1 gates
CPC/IFRS Reconciliation
CPC/IFRS reconciliation template, map local GAAP to IFRS, review measurement differences, and approve adjusting entries in a structured workflow with an auditable trail.
5 tasks1 gates
GMP Training Cycle for Compounding Pharmacy Staff
GMP training cycle template for compounding pharmacy staff, training plan, theory module, quiz, practical observation by the Responsible Pharmacist, attendance record, and certificate issuance with an auditable trail.
6 tasks1 gatesSLA
Data Retention Policy Review
Data retention policy review template aligned with ISO 27001, SOC 2, GDPR, and LGPD: data-class inventory, retention assessment, disposition decisions, evidence-backed deletion, and DPO sign-off. Six-step auditable review.
6 tasks2 gates
Accounts Payable Review
Weekly accounts payable review template: AP aging analysis, duplicate-invoice detection, approval-compliance check, payment-run authorization, and cash-flow impact. Five-step AP control with an approval gate.
5 tasks1 gates
Daily Ops Review
Morning standup: team capacity, run health, escalations, blockers, and the focus list for the day. Built for operations teams, structured execution with approval gates and an audit trail.
5 tasks2 gates
Team Weekly Checklist
End-of-week retro: wins, team health, risks for next week, and the focus commitment for the week ahead. Built for operations teams, structured execution with approval gates and an audit trail.
5 tasks2 gates
Weekly Reporting
Capture weekly KPIs, flag anomalies, write the narrative, get manager sign-off, and distribute to stakeholders. Built for operations teams, structured execution with approval gates and an audit trail.
5 tasks1 gates
Escalation Review
Single-incident escalation handling: intake, severity-driven branching, root cause, action plan, and senior sign-off (with signature on Critical). Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks2 gates
Monthly Ops Metrics Dashboard
Monthly close: pull ops metrics, flag anomalies, write the narrative, and distribute the dashboard to stakeholders. Built for operations teams, structured execution with approval gates and an audit trail.
4 tasks1 gates
Vendor Performance Review
Quarterly vendor scorecard: SLA, quality, relationship, and a recommendation that goes to procurement sign-off. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
SOP Review Cycle
Periodic SOP review: identify SOPs due for review, decide whether to keep, edit, rewrite, or retire, and route changes to owner sign-off. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks2 gates
Cross-Team Handoff Checklist
Structured handoff between teams: sender packages context, receiver confirms readiness, sync meeting locks scope, receiver accepts or loops back. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks2 gates
New Compounded Formula Approval
Regulated intake of a new compounded formula prescription: pharmacist validates the prescription, assesses pharmaceutical viability, registers raw materials with supplier traceability, prepares the SOP snippet and label, and obtains the Responsible Pharmacist (RT) approval before manipulation begins. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
Compounded Batch Quality Control - Per-Batch Release
Per-batch quality control for compounded formulas: weighing with double-check, photo evidence at every step, organoleptic check, and Responsible Pharmacist (RT) release before dispensing. Aligned with RDC 67/2007 (Good Compounding Practices). Built for operations teams, structured execution with approval gates and an audit trail.
7 tasks1 gatesSLA
Sterilization Cycle (Dental Autoclave)
Sterilization cycle in a dental clinic per ANVISA RDC 15/2012: pre-cleaning, packaging, autoclave run with chemical indicators per load and weekly biological indicator, release of sterile material, and full audit trail ready for Vigilância Sanitária. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
Dental Anamnesis and LGPD Consent
Structured intake of a new dental patient: identification, medical history, allergy and medication screening, LGPD-compliant consent for processing sensitive health data, and signed acceptance. Closes with reception/dentist handoff. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
Dental Treatment Plan with Patient Sign-off
Dental treatment plan: clinical diagnosis, proposed procedures with alternatives, itemized budget, risk disclosure, signed patient acceptance, and dentist sign-off before treatment starts. Audit trail ready for CRO and judicial review. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
Healthcare Waste Collection (Dental PGRSS)
Each healthcare waste collection cycle in a dental clinic per ANVISA RDC 222/2018: segregation by category (Group A infectious, B chemical, E sharps), weighing, packaging, certified transporter pickup with manifesto, and monthly PGRSS report ready for the municipal Vigilância Sanitária. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
Dental Radiology Protection Compliance Cycle
Quarterly compliance cycle for dental radiology: equipment quality control test, monthly operator dosimetry review, lead-apron and shielding integrity check, radiation protection training refresh, and Plano de Radioproteção sign-off per CNEN NN 3.01 and MS Portaria 453/1998. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
NR 32 Biosafety Training Cycle (Dental)
Annual NR 32 biosafety training cycle for the dental team: theoretical module on biological risks and PPE, hands-on practical observation by Biosafety Coordinator, assessment with minimum passing grade, certificate issuance, and PCMSO/PGR cross-reference for inspection readiness. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
Customer Health Score Review
Pull usage, sentiment, and expansion signals into a single health score, categorize the account, and lock in the next action with CS lead sign-off. Built for customer success teams, structured execution with approval gates and an audit trail.
6 tasks2 gates
NPS Survey & Action Plan
Close the loop on NPS: collect responses, segment promoters/passives/detractors, run root-cause on detractors, build a per-segment action plan, and verify follow-up actually shipped. Built for customer success teams, structured execution with approval gates and an audit trail.
6 tasks2 gates
Customer Escalation Resolution
Customer-facing escalation handled end-to-end: intake, severity triage, ownership, action, resolution, and a retention loop when the customer remains dissatisfied. Built for customer success teams, structured execution with approval gates and an audit trail.
6 tasks2 gates
Customer Success Account Handoff
Structured CSM-to-CSM transition: outgoing CSM packages the account dossier, joint call introduces the new owner, customer is notified, and the receiving CSM closes the loop with an independent check-in and a 30-day follow-up. Built for customer success teams, structured execution with approval gates and an audit trail.
6 tasks2 gates
Weekly Security Alert Triage
Weekly security cadence: pull alerts from SIEM, EDR, IDS/IPS and cloud posture, categorize, and plan response for high-priority items. Built for compliance teams, structured execution with approval gates and an audit trail.
4 tasks1 gates
Quality Audit
Internal quality audit with branching depth: scope drives sampling; finding severity routes the CAPA path; major nonconformance triggers management review and critical findings escalate to executive sign-off. Built for compliance teams, structured execution with approval gates and an audit trail.
8 tasks5 gatesSLA
Regulatory Change Impact Assessment
Assess the impact of a new regulation or amendment: scope the change, analyze process / system / policy impact, build an action plan, track execution, and close with sign-off. Branches by impact magnitude, Major changes require executive sign-off, Severe changes require executive plus legal sign-off. Built for compliance teams, structured execution with approval gates and an audit trail.
6 tasks3 gates
Product Launch Checklist
End-to-end pre-launch gate: scope freeze, QA, perf, security, rollback plan, go/no-go approval, staged rollout, and retrospective scheduling. Built for engineering teams, structured execution with approval gates and an audit trail.
10 tasks3 gatesSLA
Code Review Quality Assessment
Per-sprint health check on the team's code review practice: throughput, depth, and follow-through. Built for engineering teams, structured execution with approval gates and an audit trail.
3 tasks1 gates
Release Retrospective & Metrics
Post-release review: capture deployment metrics, quality outcomes, and one improvement to ship before the next release. Built for engineering teams, structured execution with approval gates and an audit trail.
4 tasks1 gates
Architecture Review for New Service
Full architecture gate for a new service: context, data model, API design, security, observability, scalability, dependencies, and ADR sign-off. Built for engineering teams, structured execution with approval gates and an audit trail.
10 tasks2 gatesSLA
On-Call Rotation Handoff
Structured handoff between outgoing and incoming on-call: incidents, runbook gaps, alert tuning, system status, and incoming acknowledgment. Built for engineering teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Tech Debt Sprint Review
End-of-sprint tech debt review: inventory update, velocity impact, risk classification, refactoring scope, coverage, dependency upgrades, and capacity allocation. Built for engineering teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Security Patch Management
End-to-end security patch lifecycle: CVE intake, blast radius, patch availability, change window, staging test, stakeholder notification, production deployment, and sign-off. Built for engineering teams, structured execution with approval gates and an audit trail.
10 tasks2 gatesSLA
API Deprecation Checklist
Safe API deprecation lifecycle: scope, consumer impact, sunset timeline, communication, and final removal verification. Built for engineering teams, structured execution with approval gates and an audit trail.
5 tasks2 gates
Compensation Review Preparation
Structured prep for annual comp reviews: benchmarking, budget allocation, approvals, and manager communication. Built for hr teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Benefits Open Enrollment
Annual benefits open enrollment: plan communication, employee elections, dependent verification, and payroll update. Built for hr teams, structured execution with approval gates and an audit trail.
5 tasks1 gates
Workplace Safety Inspection
Periodic workplace safety walkthrough: hazard identification, corrective action tracking, and regulatory compliance sign-off. Built for hr teams, structured execution with approval gates and an audit trail.
5 tasks1 gates
Training Program Assessment
Post-training evaluation: completion rates, knowledge retention, behavior change, and ROI against skills gap. Built for hr teams, structured execution with approval gates and an audit trail.
5 tasks1 gates
Employee Engagement Survey
Quarterly engagement survey cycle: survey design, launch, results analysis, and action planning. Built for hr teams, structured execution with approval gates and an audit trail.
5 tasks1 gates
Annual Budget Planning
Full-cycle annual budget: top-down targets, bottom-up submissions, headcount planning, consolidation, and board approval. Built for finance teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Accounts Receivable Aging Review
Weekly AR review: aging analysis, collection activity, bad debt reserve, and DSO tracking. Built for finance teams, structured execution with approval gates and an audit trail.
5 tasks1 gates
Quarterly Tax Compliance
Quarterly tax review: estimated payments, payroll tax filings, sales tax, and provision calculation. Built for finance teams, structured execution with approval gates and an audit trail.
5 tasks1 gates
SPED EFD ICMS/IPI, Digital Tax Records
SPED EFD ICMS/IPI digital tax records: inputs, outputs, tax calculation, and mandatory blocks. Built for accounting (brazil) teams, structured execution with approval gates and an audit trail.
8 tasks1 gatesSLA
EFD Contribuições, PIS/COFINS
EFD Contribuições digital tax records: PIS, COFINS, and CPRB preparation, validation, and transmission. Built for accounting (brazil) teams, structured execution with approval gates and an audit trail.
7 tasks1 gatesSLA
ECF, Fiscal Accounting Records
End-to-end ECF fiscal accounting records: IRPJ, CSLL, real profit adjustments, and transmission. Built for accounting (brazil) teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Impairment Test, CPC 01
Annual impairment test for assets under CPC 01 (R1) / IAS 36: indicators, CGU definition, value-in-use, and disclosure. Built for accounting (brazil) teams, structured execution with approval gates and an audit trail.
10 tasks1 gatesSLA
Internal Accounting Audit
Full internal accounting audit cycle: planning, fieldwork, finding communication, and corrective action follow-up. Built for accounting (brazil) teams, structured execution with approval gates and an audit trail.
10 tasks2 gatesSLA
Move-In Property Inspection Report
Complete move-in inspection report: scheduling, room-by-room inspection with photo evidence, utilities check, property manager approval and tenant co-signature for URLTA compliance. Built for operations teams, structured execution with approval gates and an audit trail.
12 tasks1 gatesSLA
Move-Out Inspection and Comparison Report
Move-out inspection with room-by-room comparison against the entry report: damage vs. normal wear and tear identification, itemized deduction statement, security deposit calculation, and legal sign-off before returning the deposit. Built for operations teams, structured execution with approval gates and an audit trail.
14 tasks2 gatesSLA
Key and Access Device Handover
Formal key and access device handover at tenant move-in or move-out: inventory, physical verification, property manager sign-off, signed receipt, and forwarding address for deposit return mailing. Built for operations teams, structured execution with approval gates and an audit trail.
5 tasks1 gatesSLA
Property Due Diligence
Complete property due diligence for purchase transactions: title search, property tax records, Certificate of Occupancy, zoning, HOA documents, seller disclosures, environmental assessment, title insurance, FIRPTA compliance, and Broker of Record sign-off for high-value transactions. Built for operations teams, structured execution with approval gates and an audit trail.
16 tasks3 gatesSLA
Tenant/Buyer Application and KYC Screening
Complete KYC for tenants and buyers: intake, FCRA authorization, credit and background check, income verification, OFAC/SDN screening, FinCEN BSA assessment, CCPA consent, Fair Housing compliance check, and compliance coordinator sign-off. Built for operations teams, structured execution with approval gates and an audit trail.
10 tasks2 gatesSLA
Property Listing Intake, Standardized Registration
Standardized property listing intake: owner identity verification, title confirmation, financial terms, mandatory photo checklist, condition assessment, Fair Housing listing language review, and branch manager approval before MLS and portal publication. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks1 gatesSLA
Real Estate Agent Licensing and Onboarding
Complete agent onboarding: state license verification on ARELLO/NORA, document collection, criminal background check, E&O insurance confirmation, NAR Code of Ethics training, Fair Housing Act training, MLS access provisioning, and 30-day supervised transaction review. Built for operations teams, structured execution with approval gates and an audit trail.
12 tasks2 gatesSLA
Real Estate Portfolio Compliance Audit
Portfolio compliance audit: current listing photos, active contracts, agent license status (ARELLO), due diligence files, FCRA authorization verification, CCPA/privacy consent forms, Fair Housing listing copy review, corrective action plan, and Broker of Record sign-off. Built for operations teams, structured execution with approval gates and an audit trail.
14 tasks3 gates
Client Onboarding KYC and Suitability (Investment Advisor)
Complete KYC and suitability onboarding for investment advisory clients under CVM 178/23: identity verification, PEP and sanctions screening, source-of-funds documentation, ANBIMA suitability questionnaire, risk profile sign-off, LGPD consent, and Compliance Officer approval before activation. Built for operations teams, structured execution with approval gates and an audit trail.
10 tasks2 gatesSLA
Periodic Portfolio and Suitability Review
Periodic portfolio review for CVM 178/23 advisory clients: current allocation vs. risk profile, drift analysis, conflict-of-interest check on recommended products, suitability re-test if 24+ months elapsed, rebalancing proposal, client written consent, and supervisor sign-off. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Investment Advisor Onboarding (ANCORD/CVM)
Complete onboarding for a new investment advisor under CVM 178/23: ANCORD certification verification, criminal and credit background checks, contract signing, mandatory training (CVM 178, AML, LGPD, code of ethics), CRM and systems provisioning, and 90-day supervised activity review. Built for operations teams, structured execution with approval gates and an audit trail.
12 tasks2 gatesSLA
Family Holding Company Structuring
Family holding company structuring for wealth and succession planning: family and asset mapping, legal feasibility analysis, tax modeling, social contract drafting, notary and CNPJ filings, asset integralization, and legal sign-off before client handover. Built for operations teams, structured execution with approval gates and an audit trail.
12 tasks2 gatesSLA
COAF Suspicious Activity Report
Suspicious activity detection and reporting under COAF/PLDFT obligations for investment advisors and insurance distributors: trigger documentation, evidence collection, internal analysis, Compliance Officer review, SISCOAF submission, and 5-year file retention. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks2 gatesSLA
Pre-IPO Internal Controls Audit
Internal controls readiness audit ahead of M&A or IPO due diligence: control inventory, evidence sampling, gap analysis against CVM/SOX/COSO frameworks, remediation plan with named owners, executive sponsor sign-off, and Audit Committee approval. Built for operations teams, structured execution with approval gates and an audit trail.
11 tasks2 gatesSLA
Life Insurance Distribution Onboarding (AML)
Onboarding for life and pension insurance distribution: SUSEP product disclosure, KYC and PEP screening, source-of-funds documentation, AML scoring, proposal review, insurer underwriting handoff, and Compliance sign-off before policy issuance. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks1 gatesSLA
Pre-Delivery Unit Inspection Checklist
Room-by-room pre-delivery inspection with mandatory photo evidence per item, inline deficiency registration with assigned subcontractor, quality manager gate, and buyer digital sign-off before key handover. Traceable per unit for IBC and NAHB warranty compliance. Built for operations teams, structured execution with approval gates and an audit trail.
14 tasks2 gatesSLA
Finishing Deficiency Record
Inline deficiency registration during or after unit inspection: photo evidence, severity classification, subcontractor assignment with configurable 48h deadline, automatic escalation to the quality manager, and mandatory resolution photo before closure. Built for operations teams, structured execution with approval gates and an audit trail.
5 tasks1 gatesSLA
Digital Key Handover Report
Digital handover report generated at unit delivery: consolidates room-by-room photos, resolved deficiency log, legal review, buyer signature, and PDF archival. Ready for CDC art. 26 warranty evidence and legal disputes. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks1 gatesSLA
Post-Delivery Warranty Work Order
Warranty service order from homeowner claim to resolution: claim registration with photo, technical visit scheduling, diagnosis documentation, post-delivery manager approval gate, correction with photo evidence, and homeowner digital sign-off. Traceable per unit and per development under CDC art. 618. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Subcontractor Pre-Payment Inspection
Quality gate before releasing subcontractor payment measurement: inspection of executed works by area with photo evidence, non-conformance identification, subcontractor notification, re-inspection of corrections, and construction manager approval gate before the measurement is released. Built for operations teams, structured execution with approval gates and an audit trail.
7 tasks1 gatesSLA
Development Conformance Report
Management-level conformance report per development: unit delivery status, open and closed deficiencies, warranty work orders, SLA performance, recurring non-conformance patterns, quality manager review gate, and operations director sign-off. Evidence for PBQP-H and NBR 15575 audits. Built for operations teams, structured execution with approval gates and an audit trail.
10 tasks2 gates
Penthouse Unit Inspection Checklist
Expanded pre-delivery inspection for penthouse units: all standard rooms plus gourmet area, rooftop terrace, HVAC system, solar heating, and premium finish verification. Two gate checkpoints (quality manager validation and buyer sign-off) with mandatory photo evidence per item. Built for operations teams, structured execution with approval gates and an audit trail.
16 tasks2 gatesSLA
Development Quality Audit
Periodic quality audit per development: scope and sampling definition with director gate, review of executed inspection checklists, deficiency recurrence analysis, warranty work order audit, NBR 15575 and PBQP-H conformance verification, preliminary findings review, corrective action plan, and operations director sign-off. Built for operations teams, structured execution with approval gates and an audit trail.
12 tasks3 gates
Multi-Carrier Quote and Proposal
Structured client intake to bound proposal: needs analysis, risk profile, carrier shortlist by product line, quote requests to selected carriers, side-by-side comparison, broker recommendation gate, client signature on proposal, and AMS handoff for binding. Built for operations teams, structured execution with approval gates and an audit trail.
10 tasks1 gatesSLA
Policy Issuance and Bind
From signed proposal to bound policy: document completeness check, AML/KYC verification, premium calculation confirmation, carrier endorsement upload, compliance gate, policy issuance, client welcome kit delivery, and CRM/AMS reconciliation. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks2 gatesSLA
Auto Claim FNOL to Resolution
Auto insurance claim from first notice of loss to indemnity payment: FNOL intake with mandatory photo evidence, coverage confirmation, vehicle inspection by appraiser, fraud screening, repair-shop authorization, settlement calculation, claims manager gate, and client communication trail. Built for operations teams, structured execution with approval gates and an audit trail.
11 tasks2 gatesSLA
Policy Renewal and Retention
Renewal cycle starting 60 days before expiration: claim history review, coverage adequacy check, premium recalculation, carrier remarketing if needed, broker recommendation, client meeting, signed renewal proposal, and policy bind handoff. Tracks retention rate and reasons for non-renewal. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks1 gatesSLA
Producer Licensing and Onboarding
Producer onboarding before first sale: license verification on state DOI (or SUSEP/Funenseg in Brazil), E&O insurance confirmation, NAIC continuing education status, carrier appointments, AML/PLDFT training completion, compliance officer sign-off, and CRM/AMS provisioning. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks2 gatesSLA
Suspicious Transaction Reporting (Insurance)
Detection and reporting of suspicious activity in insurance distribution under AML/BSA (US) or COAF/PLDFT Circular 612 (Brazil): trigger documentation, evidence collection, internal analysis, Compliance Officer review, regulatory submission, and 5-year file retention. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Teacher Hiring and Onboarding
End-to-end teacher hiring for a private school or school network: vacancy with subject and workload, resume screening, interview, demo lesson assessment, reference checks, criminal background certificate, credential and diploma collection, principal sign-off, pre-employment medical exam, contract and eSocial admission, and pedagogical onboarding before the first class. Built for operations teams, structured execution with approval gates and an audit trail.
12 tasks2 gatesSLA
New Student Enrollment
New student enrollment for a private school: family intake, document collection (ID, proof of residence, prior transcript, vaccination record), pedagogical placement, tuition agreement and payment setup, guardian contract signing, LGPD consent for the minor's data, academic-system registration, and class assignment with welcome kit. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks2 gatesSLA
Annual Re-enrollment
Annual re-enrollment campaign for a private school: campaign launch on the academic calendar, financial clearance of outstanding balances, updated contract and tuition table, registration-data update, guardian re-signing, grade progression, retention follow-up for non-renewals, and year close. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
School Licenses and Permits Renewal
Renewal of the operating licenses a school depends on: license inventory with expiry calendar, fire-brigade certificate (AVCB) inspection, sanitary inspection of the cafeteria, operating permit renewal at city hall, education-board authorization, administrative sign-off that every certificate is valid and filed, and an evidence archive with 90-day renewal alerts. Built for operations teams, structured execution with approval gates and an audit trail.
7 tasks1 gatesSLA
School Census Submission (INEP)
Annual school census preparation and submission: census calendar and responsibilities, consolidation of student, class, and teacher data, cross-check against the academic system, infrastructure and resource data update, principal validation before submission, Educacenso submission, and archival of receipt and discrepancy reports with the correction window closed. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
Student Incident Report
Structured handling of a student incident: intake with date, students, description and evidence, immediate care and safety measures, classification (disciplinary, accident, or safeguarding), logged guardian notification, coordination review and action plan, referral to child-protection authorities when required (ECA), follow-up, and principal sign-off with confidential archival. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
School Cleaning and Sanitation Control
Routine cleaning and sanitation for a school tied to health-department rules: daily cleaning checklist per area with photo evidence, restroom and high-touch surface sanitation, water reservoir cleaning with a potability report, pest control (dedetização) with a dated certificate, cleaning supply and PPE check, supervisor sign-off, non-conformity with corrective action, and an evidence archive ready for the health inspector. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks2 gatesSLA
Cafeteria Food Safety (ANVISA RDC 216)
Food-safety routine for the school cafeteria under ANVISA RDC 216/2004: food handler health and hygiene check, receiving and storage temperature control, preparation and holding temperature logs, utensil and surface sanitization, waste segregation, supplier and product traceability, and a responsible sign-off with records ready for the health inspector. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks2 gatesSLA
Fire Brigade and Emergency Drill
Emergency-preparedness cycle for a school under AVCB and NR-23: fire brigade roster and training validity, monthly extinguisher and hydrant inspection, emergency lighting and signage check, evacuation route review, a scheduled evacuation drill with timing and headcount, drill debrief with corrective actions, brigade training renewal, and a sign-off with evidence for the fire department. Built for operations teams, structured execution with approval gates and an audit trail.
9 tasks2 gatesSLA
Accountability Report to the Board
Periodic financial and operational accountability from the school to its holding group or board: revenue and expense consolidation, bank reconciliation, supporting-document attachment, variance analysis against budget, compliance and pending-license status, report assembly, board review, and an approved, archived accountability package. Built for operations teams, structured execution with approval gates and an audit trail.
8 tasks2 gatesSLA
New Client Onboarding (Agency)
End-to-end onboarding for a marketing agency taking on a new client: contract and scope intake, access and credential collection with an LGPD data-processing term, discovery briefing, internal scope sign-off, client kickoff, and operational handoff to production. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks2 gatesSLA
Event Planning
End-to-end planning for any event before the doors open: brief and scope intake, budget and venue, permits and compliance (fire department AVCB, operating permit, public liability insurance, music rights, food safety), vendor contracting, production schedule, and a pre-event readiness sign-off. Built for operations teams, structured execution with approval gates and an audit trail.
7 tasks2 gatesSLA
Event Execution (On-Site)
On-site execution from setup to teardown: vendor and structure check-in against the AVCB and contracts, build and technical rehearsal, field-team briefing, attendee check-in and credentialing, live incident log, and controlled teardown. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks2 gatesSLA
Post-Event Wrap-Up
Closing the loop after the event: vendor and venue settlement, financial reconciliation against budget, attendee and sponsor satisfaction survey, results and metrics report, lessons-learned review, and an archived accountability package. Built for operations teams, structured execution with approval gates and an audit trail.
6 tasks2 gatesSLA
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