每個团队的現成工作流

范本庫

每個团队的現成工作流

部门范本与行业 playbook——第一天即可运行的營运流程,而非複製貼上的示例。

5 個部门范本 · 20 個行业 playbook · 含人工复核的引导式任务

部门

财务

发票、月結包与政策对齊的支出审核。

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部门

人力资源

招聘包、入职清單与員工手冊問答。

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部门

法务

條款提取、義务追蹤与法务就緒汇出。

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部门

运营

事件时间线、SOP 問答与供应商通讯。

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部门

营销

簡報到大綱、活动复盘与本地化草稿。

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行业

Accounting

Match this month's supplier invoices to PO numbers and flag anything missing approval.

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行业

Call Center

Summarize this customer's last three calls and draft a follow-up email for the agent.

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行业

E-commerce

Write a high-converting product description for a new SKU in English and Traditional Chinese.

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行业

Finance / Banking

Which invoices this month are missing PO numbers before we close the books?

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行业

Hospitality / F&B

Turn today's shift handover notes into a briefing for the next front-of-house team.

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行业

Insurance

Extract policyholder details and coverage limits from this new application PDF.

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行业

Law Firm

Compare the indemnity clause in this contract against our standard playbook.

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行业

Logistics

Draft a customer update email for delayed container #1234 with revised ETA.

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行业

Professional Firm

Prepare a client meeting brief from the engagement letter and last workshop notes.

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行业

General Business

What is our refund policy for annual subscriptions?

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行业

Healthcare

Summarize this patient intake form and flag missing fields for admin review.

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行业

Real Estate

Draft a listing description from floor plan notes and property photos metadata.

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行业

Education

Create a lesson summary and quiz outline from this recorded tutorial.

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行业

Retail

From last week's store notes, which SKUs should we reorder first?

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行业

Manufacturing

Log quality inspection findings and draft a supplier corrective-action email.

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行业

Construction

Extract action items from today's site meeting and assign owners.

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行业

Marketing Agency

Build a campaign brief from the client's brand guide and product one-pager.

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行业

Technology / SaaS

Summarize our sprint retro recording into categorized action items.

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行业

Import & Export

Draft a proforma invoice email from order specs and agreed incoterms.

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行业

Travel & Tourism

Build a client itinerary summary from scattered booking confirmations.

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已验证部署

已在运行 Not Only Office 的企业

具名合作夥伴——无需从零搭建自动化即可 rollout 治理 AI 工作流。

銀行合作夥伴

金融服务

銀行合作夥伴

部署治理 AI 工作流用于受監管文件审核——范本取代数月自订自动化設計。

香港童軍总会

非牟利 / 營运

香港童軍总会

大规模 rollout 部门范本——团队运行引导式任务,无需提示詞工程。

周大福人壽

保險

周大福人壽

保險文件与会议工作流数周内上线——无自订節点圖或整合专案。