Resources

One workflow at a time — printable, pinned, and out of the way.

Operator-ready downloads for the workflows Loopwrk ships. The invoice-capture checklist is the first. Each one is a single printable page, sober on paper, no purple gradients.

Workflow

Invoice capture

Vendor bills and supplier PDFs flow into the bookkeeper's Google Sheet — coded against the chart of accounts, approved one-tap, archived.

Saves as loopwrk-invoice-capture-implementation-checklist.pdf. The primary button serves the latest render; the backup points at the file committed in public/resources/.

Workflow

Lead follow-up

A new enquiry hits the website form. A tone-matched reply in your voice is drafted, scheduled to send within minutes, and logged to the CRM.

Saves as loopwrk-lead-follow-up-implementation-checklist.pdf. The primary button serves the latest render; the backup points at the file committed in public/resources/.

Workflow

Scheduling

A customer asks for a time. An open slot is offered, the booking confirmed, the calendar invite and reminder fired on the spot.

Saves as loopwrk-scheduling-implementation-checklist.pdf. The primary button serves the latest render; the backup points at the file committed in public/resources/.

Workflow

Vendor orders

Inventory dips below threshold. A draft PO is raised against the standing vendor and routed to the buyer for one-tap approval.

Saves as loopwrk-vendor-orders-implementation-checklist.pdf. The primary button serves the latest render; the backup points at the file committed in public/resources/.

Workflow

Review responses

A new Google review posts. A tone-matched reply in the owner's voice is drafted, queued for review, sent on the green light.

Saves as loopwrk-review-responses-implementation-checklist.pdf. The primary button serves the latest render; the backup points at the file committed in public/resources/.

Workflow

Email triage

Anything lands in the shared inbox. Sorted by intent, routed to the right person, urgent items flagged, routine items answered or rolled into a digest.

Saves as loopwrk-email-triage-implementation-checklist.pdf. The primary button serves the latest render; the backup points at the file committed in public/resources/.

Don’t see the workflow you’re looking for? Tell Loopwrk which loop to pin next.