$lockin500›workflows
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one-click workflows™

Workflow Library

Pre-defined operator playbooks. Execution layer: UNKNOWN until automation is wired.

Restaurant Onboarding
End-to-end intake for a new restaurant customer.
  1. Create business profile
  2. Attach menu source
  3. Configure POS link
  4. Schedule onboarding call
  5. Assign rep
Customer Onboarding
Generic customer onboarding pipeline.
  1. Create customer record
  2. Send welcome
  3. Provision portal
  4. Book kickoff
  5. Activate billing
Sales Rep Onboarding
Onboard a new field sales operator.
  1. Create operator
  2. Assign territory
  3. Issue training
  4. Grant CRM access
  5. Set commission plan
Launch a Product
Take a product from ready → live.
  1. Certification check
  2. Hosting activation
  3. Demo center entry
  4. Sales script
  5. Public announcement
Create a Proposal
Generate a proposal from customer + pricing.
  1. Select customer
  2. Pick package
  3. Generate doc
  4. Attach demo
  5. Send
Prepare a Demo
Set up a demo for a target customer.
  1. Select scenario
  2. Load fixtures
  3. Brief rep
  4. Schedule
Deploy a Customer
Move a customer to production hosting.
  1. Provision tenant
  2. Migrate data
  3. Run readiness check
  4. Notify customer
Generate Training
Spin up training content for a role.
  1. Pick role
  2. Pick product
  3. Generate outline
  4. Publish module
Package Assets
Bundle assets for export or delivery.
  1. Select scope
  2. Run export engine
  3. Verify integrity
  4. Hand off