Nine processes, as they actually run
The tag on the right is what starts it; the teal line is where it stops for a person. Filter by the part of the business it belongs to.
Works the aged debt list on a ladder you set — a reminder at seven days, firmer at thirty, a word with you before anything harder.
You approve · Anything past the second reminder
Assembles the numbers your accountant asks for every month into the same format each time, with the unusual items called out.
You approve · The pack before it is sent
Sorts what arrived into what needs you, what needs an answer it can draft, and what needs filing — before you open the laptop.
You approve · Every drafted reply
Finds quotes sent with no answer, follows up in your voice at the interval you set, and stops the moment someone replies.
You approve · The first message in any new sequence
Welcome email, contract and intake form out, folder created, job opened in the tracker, kick-off booked.
You approve · The welcome email and the contract
Works the list of customers due a visit, offers times that fit your route and hours, and books what gets accepted.
You approve · The booking rules, once
The same numbers from the same places, with the commentary written, in the right inbox before the meeting.
You approve · The first run only
Watches contracts, insurance, certifications and subscriptions, and gives notice far enough ahead to act on it.
You approve · Nothing — every renewal decision is yours
Bumps dependencies, fixes what breaks, runs your suite, and opens a reviewable pull request instead of a ticket.
You approve · Every pull request
Then you describe yours.
None of these will match your business exactly, and they are not meant to. Take the closest one, tell Kaer what is different about how you do it, and the process follows. There is no canvas to redraw and no boxes to rewire.
- Plain-English edits, not a workflow builder
- Run it once by hand before it goes on a schedule
- Move the approval gates wherever they belong for you
Take one. Make it yours.
The Starter tier is free — enough to run a template end to end and see whether it fits.