Definitions
The terms we use, made simple and easy to understand.
Process
The set of steps you follow to get something done, from start to finish.
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Process
The set of steps you follow to get something done, from start to finish.
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Process
The set of steps you follow to get something done, from start to finish.
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Workflow
The way tasks move from one person or step to the next until the job is complete.
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Workflow
The way tasks move from one person or step to the next until the job is complete.
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Workflow
The way tasks move from one person or step to the next until the job is complete.
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Workflow Design
Create a simple, step-by-step plan for getting work done so everyone knows what to do and when to do it.
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Workflow Design
Create a simple, step-by-step plan for getting work done so everyone knows what to do and when to do it.
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Workflow Design
Create a simple, step-by-step plan for getting work done so everyone knows what to do and when to do it.
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Task Automation
Set things up so routine tasks happen automatically — without you having to remember or do them yourself.
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Task Automation
Set things up so routine tasks happen automatically — without you having to remember or do them yourself.
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Task Automation
Set things up so routine tasks happen automatically — without you having to remember or do them yourself.
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AI Integration
Use AI to handle parts of your work for you — like organizing, writing, or sorting — so you can focus on the rest.
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AI Integration
Use AI to handle parts of your work for you — like organizing, writing, or sorting — so you can focus on the rest.
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AI Integration
Use AI to handle parts of your work for you — like organizing, writing, or sorting — so you can focus on the rest.
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Dashboard
One screen where you can see all your important info in one place.
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Dashboard
One screen where you can see all your important info in one place.
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Dashboard
One screen where you can see all your important info in one place.
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Role-Based View
A custom screen that only shows each person what they need to see.
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Role-Based View
A custom screen that only shows each person what they need to see.
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Role-Based View
A custom screen that only shows each person what they need to see.
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Bottleneck
A point in your process where work slows down or gets stuck.
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Bottleneck
A point in your process where work slows down or gets stuck.
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Bottleneck
A point in your process where work slows down or gets stuck.
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Handoff
Passing a task from one person to another without losing details.
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Handoff
Passing a task from one person to another without losing details.
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Handoff
Passing a task from one person to another without losing details.
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Feedback Loop
A cycle where work gets reviewed, changes are made, and then it’s reviewed again until it’s done right.
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Feedback Loop
A cycle where work gets reviewed, changes are made, and then it’s reviewed again until it’s done right.
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Feedback Loop
A cycle where work gets reviewed, changes are made, and then it’s reviewed again until it’s done right.
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Approval Pipeline
The steps work goes through to get the final “yes.”
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Approval Pipeline
The steps work goes through to get the final “yes.”
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Approval Pipeline
The steps work goes through to get the final “yes.”
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Submission Portal
A single place to send or upload things for review.
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Submission Portal
A single place to send or upload things for review.
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Submission Portal
A single place to send or upload things for review.
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Status Tracking
A way to see what’s done, what’s in progress, and what’s next.
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Status Tracking
A way to see what’s done, what’s in progress, and what’s next.
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Status Tracking
A way to see what’s done, what’s in progress, and what’s next.
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Process Mapping
Laying out every step of a task or project so it’s clear from start to finish.
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Process Mapping
Laying out every step of a task or project so it’s clear from start to finish.
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Process Mapping
Laying out every step of a task or project so it’s clear from start to finish.
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Integration
Connecting two tools so they work together without manual effort.
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Integration
Connecting two tools so they work together without manual effort.
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Integration
Connecting two tools so they work together without manual effort.
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Book Your AI Automation Strategy Session
Save 10+ hours a week on repetitive tasks today
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Book Your AI Automation Strategy Session
Save 10+ hours a week on repetitive tasks today
✦ 30-minute call (valued at $500)
✦ No commitment required