每個團隊的現成工作流

範本庫

每個團隊的現成工作流

部門範本與行業 playbook——第一天即可運行的營運流程,而非複製貼上的示例。

5 個部門範本 · 20 個行業 playbook · 含人工覆核的引導式任務

部門

財務

發票、月結包與政策對齊的支出審核。

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部門

人力資源

招聘包、入職清單與員工手冊問答。

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部門

法務

條款提取、義務追蹤與法務就緒匯出。

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部門

營運

事件時間線、SOP 問答與供應商通訊。

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部門

行銷

簡報到大綱、活動復盤與本地化草稿。

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行業

Accounting

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

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行業

Call Center

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

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行業

E-commerce

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

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行業

Finance / Banking

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

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行業

Hospitality / F&B

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

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行業

Insurance

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

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行業

Law Firm

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

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行業

Logistics

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

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行業

Professional Firm

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

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行業

General Business

What is our refund policy for annual subscriptions?

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行業

Healthcare

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

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行業

Real Estate

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

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行業

Education

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

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行業

Retail

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

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行業

Manufacturing

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

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行業

Construction

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

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行業

Marketing Agency

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

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行業

Technology / SaaS

Summarize our sprint retro recording into categorized action items.

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行業

Import & Export

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

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行業

Travel & Tourism

Build a client itinerary summary from scattered booking confirmations.

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已驗證部署

已在運行 Not Only Office 的企業

具名合作夥伴——無需從零搭建自動化即可 rollout 治理 AI 工作流。

銀行合作夥伴

金融服務

銀行合作夥伴

部署治理 AI 工作流用於受監管文件審核——範本取代數月自訂自動化設計。

香港童軍總會

非牟利 / 營運

香港童軍總會

大規模 rollout 部門範本——團隊運行引導式任務,無需提示詞工程。

周大福人壽

保險

周大福人壽

保險文件與會議工作流數週內上線——無自訂節點圖或整合專案。