Workflow Library
Public workflow pages for real AI work.
Use these pages to see how Promptly structures a workflow: what goes in, what comes out, where the steps tighten, and which packs help when you want the full operating system instead of one prompt. Start with sales pipeline, SOP writing, and discovery call follow-up if you want the newest high-intent workflows tied closest to revenue and delivery.
Start with the free funnel
Want the lead magnet version first? Use the free workflows page and get the templates in your inbox through Promptly's existing signup flow.
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The newest additions cover sales follow-up, SOP creation, and discovery-call recap flow so the blog traffic around those intents has a sharper landing page than the hub alone.
Revenue
Sales Pipeline Workflow
A sales-pipeline workflow for founders, closers, and lean revenue teams using AI to summarize calls, update stages, flag deal risk, and generate the next follow-up instead of letting pipeline admin stall momentum.
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Operations
SOP Writing Workflow
An SOP-writing workflow for operators, agencies, and small teams using AI to document recurring work, pressure-test unclear steps, and produce a first draft people can actually follow.
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Client Work
Discovery Call Follow-Up Workflow
A discovery-call follow-up workflow for consultants, agencies, and service businesses using AI to summarize the call, clarify the problem, frame the recommendation, and send the next-step message without generic sales fluff.
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Inside the library
11 public workflow pages built as SEO assets, product demos, and trust builders. Each page includes the promise, step sequence, example inputs and outputs, before/after framing, and the most relevant Promptly offers.
Client Work
5 stepsClient Onboarding Workflow
Turn a signed deal into a clean kickoff, a clear intake, and a client experience that feels organized from day one.
Outcome
Start with a new client and a rough scope. Leave with the welcome email, intake structure, kickoff agenda, internal handoff, and next-step plan already organized.
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Content
4 stepsContent Repurposing Workflow
Turn one core idea into a week of publishable assets without starting from zero each time.
Outcome
Start with one source asset. Leave with 6 to 10 usable content pieces that still sound like they came from the same brain.
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Client Work
4 stepsClient Proposal Workflow
Move from raw discovery notes to a credible proposal without losing the thread between the problem, scope, and recommendation.
Outcome
Reduce proposal-writing drag by turning intake notes into a scoped first draft, a recap email, and a next-step CTA in one pass.
Open workflow
Career
4 stepsJob Search Workflow
Turn a job description and your actual experience into tailored application assets without producing generic candidate copy.
Outcome
Reduce the time between finding a role and sending a tailored application while keeping the output specific to the company and job.
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Operations
5 stepsWeekly Reporting Workflow
Turn scattered weekly updates into a reporting rhythm clients or stakeholders can read fast and trust.
Outcome
Start with messy notes, campaign data, or task updates. Leave with a weekly report that explains what changed, why it matters, what needs attention next, and what the client should do.
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Research
4 stepsResearch Workflow
Organize scattered inputs into a cleaner research brief, sharper findings, and a summary someone else can actually use.
Outcome
Use AI as a research operator: collect, compare, synthesize, and package findings without letting the output collapse into vague summaries.
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Growth
5 stepsLead Generation Workflow
Turn a rough offer into a repeatable lead-gen system with a hook, capture asset, nurture sequence, and outreach angles that fit together.
Outcome
Start with the audience, pain point, and offer. Leave with a practical lead magnet angle, landing page copy, nurture outline, and top-of-funnel content actions you can ship.
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Revenue
5 stepsSales Pipeline Workflow
Turn messy deal notes, stale CRM fields, and vague next steps into a tighter pipeline that actually moves after each conversation.
Outcome
Start with discovery notes, pipeline context, and a rough sense of the deal. Leave with a cleaned-up stage update, risk summary, follow-up message, and next action plan you can use the same day.
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Operations
5 stepsSOP Writing Workflow
Turn a repeated task that lives in someone’s head into a usable SOP with clear steps, owners, checks, and handoff language.
Outcome
Start with a repeated workflow and rough notes. Leave with a structured SOP draft, QA checklist, training notes, and the changes needed to reduce execution gaps.
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Client Work
5 stepsDiscovery Call Follow-Up Workflow
Turn a strong discovery conversation into a clean recap, next-step recommendation, and proposal path before the buyer cools off.
Outcome
Start with a call recording or rough notes. Leave with a problem summary, deal-relevant recap, proposal recommendation, and a follow-up email that makes the next commitment obvious.
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Planning
4 stepsBusiness Planning Workflow
Turn a vague goal into a structured plan with priorities, milestones, and the copy needed to move it into execution.
Outcome
Move from scattered ideas to a practical plan that names the goal, constraints, milestone sequence, and the first deliverables required to launch.
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