Task templates

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40 templates. Browse what Company OS can do. Use a template as a starting point, or save it as a workflow that runs on a schedule.

How Company OS runs a template

Effect class	What it means
read_only	Runs on its own. Reads the company record only.
network_request	Runs on its own. Reads outside sites in a company session; changes nothing.
external_mutation	Drafts, then waits. Anything that leaves the company is staged for your approval.
financial	Never pays. Refunds and payments are staged for the payment approval class.

Every run records a receipt. Templates marked as scheduled can be saved as a workflow that runs on that schedule.

Sales

Template	What it does	Schedule	Works with	Effect	Approvals
Turn leasing inquiries into pipeline entries twice a day gv.leasing-inquiries-to-pipeline	Every prospect gets a case, a qualification score, and a drafted reply within the same half-day.	Weekdays at 9am and 2pm	gmail_business, task_ledger, document_profile	external_mutation	external_communication
Brief me on a client before the next call ps.account-brief-before-call	Engagement history, open deliverables, unpaid invoices, and what changed on their side since you last spoke.	On demand	task_ledger, gmail_business, baselayer_browser, memory	network_request	None
Flag stale proposals and engagements and draft the next move ps.stale-engagements-next-move	Every proposal without a reply and every engagement without a milestone update, with the follow-up already written.	Mondays at 7:30am	task_ledger, gmail_business	external_mutation	external_communication
Turn wholesale and partnership inquiries into tracked deals re.inbound-leads-to-deals	Every inbound B2B inquiry becomes a scored deal with a drafted reply, twice a day.	Weekdays at 9am and 2pm	gmail_business, task_ledger	external_mutation	external_communication

Recruiting

Template	What it does	Schedule	Works with	Effect	Approvals
Rank a folder of resumes against my rubric ps.rank-resumes-against-rubric	Consistent scoring for every applicant, with the evidence for each score and the questions to ask at screen.	On demand	document_storage, task_ledger	read_only	None
Source 30 candidates for this role into a tracker gb.source-candidates-into-sheet	Profiles that match the spec from public sources, scored and deduplicated against people you already contacted.	On demand	baselayer_browser, task_ledger, memory	network_request	None
Build an interview rubric for a role with edge cases gb.interview-rubric-builder	Competencies, questions, scoring anchors, and the red flags, benchmarked against how peers hire the role.	On demand	baselayer_browser, document_profile, memory	network_request	None

Marketing

Template	What it does	Schedule	Works with	Effect	Approvals
Draft the monthly owner newsletter from last month's work pm.owner-newsletter-monthly	Turn completed tasks and decisions into a short newsletter owners will actually read.	1st of the month at 10am	task_ledger, gmail_business, document_profile	external_mutation	external_communication
Plan next week's listing and community posts from what performed gv.listing-posts-plan-weekly	Look at last week's engagement, then draft the posts for vacant units and syndicate news.	Sundays at 5pm	baselayer_browser, task_ledger, document_profile	external_mutation	external_communication
Find 50 creators in my niche with contact details re.creator-shortlist-with-contacts	Creators who already talk to your buyers, with audience size, fit notes, and how to reach them.	On demand	baselayer_browser, task_ledger	network_request	None
Mine customer reviews for complaints, praise, and feature gaps re.reviews-mining-themes	Themes with counts and verbatim quotes from your reviews and your competitors' reviews.	On demand	baselayer_browser, memory	network_request	None

Data

Template	What it does	Schedule	Works with	Effect	Approvals
Extract fields from a batch of vendor invoice PDFs pm.vendor-invoice-batch-extraction	Turn a folder of invoices into clean register rows and flag what does not match the maintenance log.	On demand	document_storage, stripe, task_ledger	read_only	None
Find recurring charges we should cancel or renegotiate gv.recurring-charges-audit-monthly	Every subscription and standing charge across the syndicates, with usage evidence and a keep, cut, or renegotiate call.	1st of the month at 8am	stripe, obligations_ledger, task_ledger	read_only	None
Audit the store catalog for sold-out and broken items every morning re.catalog-audit-daily	Out-of-stock products still advertised, dead images, and broken variant links, before customers find them.	Daily at 7:30am	baselayer_browser, task_ledger	network_request	None

Research

Template	What it does	Schedule	Works with	Effect	Approvals
Score vendor bids against my evaluation criteria pm.vendor-scoring-for-tender	Compare snow removal, landscaping, or cleaning bids on the same grid and recommend a shortlist.	On demand	document_storage, baselayer_browser, task_ledger	network_request	None
Scan Québec and federal funding, tenders, and events every Monday gv.quebec-funding-radar-weekly	Grants, tax credits, SEAO and CanadaBuys tenders, and events worth attending, ranked for the company.	Mondays at 9am	funding_radar, obligations_ledger, memory	read_only	None
Vet a vendor's legitimacy before we sign or pay gb.vet-vendor-before-signing	Registry checks, ownership, reviews, security posture, and payment red flags in one report.	On demand	baselayer_browser, obligations_ledger, memory	network_request	None

Ops

Template	What it does	Schedule	Works with	Effect	Approvals
Triage resident and maintenance messages every morning pm.resident-inbox-triage-daily	Sort overnight messages into cases, answer the routine ones from the knowledge base, and stage every reply for approval.	Weekdays at 7am	gmail_business, task_ledger, memory	external_mutation	external_communication
Chase stalled contractor jobs every Monday pm.contractor-followup-sweep-weekly	Find open maintenance cases with no contractor update, draft the follow-up, and escalate anything safety-critical.	Mondays at 8am	notion, gmail_business, task_ledger	external_mutation	vendor_commitment, external_communication
Collect access-review evidence for the quarterly control check gv.access-review-evidence-quarterly	Who has access to what across GitHub, Slack, and the company record, with the evidence an auditor would ask for.	First day of each quarter at 9am	github, slack, task_ledger, document_storage	read_only	None
Run the overdue-invoice collections sweep every Monday ps.overdue-invoice-collections-weekly	Every invoice past due, its history, and a drafted chase matched to how late it is.	Mondays at 9am	stripe, gmail_business, obligations_ledger	external_mutation	external_communication
Work the order-exception queue twice a day re.order-exceptions-refund-queue	Late, damaged, and disputed orders classified with a refund or replacement recommendation staged for approval.	Weekdays at 8am and 2pm	stripe, gmail_business, task_ledger	financial	payment, external_communication
Triage and label the shared inbox every morning gb.inbox-triage-and-label-daily	Cases opened, duplicates merged, waiting states set, and replies drafted, without anything leaving the company.	Daily at 7am	gmail_business, task_ledger	external_mutation	external_communication
Track SaaS renewals before they auto-renew gb.saas-renewals-watch-monthly	Every subscription with its renewal date, notice window, seats used, and a recommendation, 30 days ahead.	1st of the month at 9am	obligations_ledger, gmail_business, task_ledger	read_only	None

Engineering

Template	What it does	Schedule	Works with	Effect	Approvals
Draft client-facing release notes from this week's merged PRs ps.release-notes-from-merged-prs	What shipped for each client project, in plain language, every Friday afternoon.	Fridays at 3pm	github, document_profile, task_ledger	external_mutation	external_communication
Smoke-test the checkout flow before the day starts re.checkout-smoke-test-daily	Browse, add to cart, apply a code, and reach payment on phone and desktop sizes, with a screenshot at each step.	Weekdays at 8am	baselayer_browser, task_ledger	network_request	None
Send me a Monday repository health report gb.repo-health-report-monday	Open PR age, failing checks, stale branches, and dependency alerts across your repositories.	Mondays at 9am	github, task_ledger	read_only	None

Docs

Template	What it does	Schedule	Works with	Effect	Approvals
Brief me before the next board meeting pm.board-meeting-brief	One page from the ledger: open exceptions, money in and out, decisions waiting, and what to ask the board.	On demand	task_ledger, document_profile, obligations_ledger	read_only	None
Turn the AGM recording into bilingual minutes gv.agm-minutes-bilingual	Decisions, votes, and action items in French and English, in the Velora document profile, staged for distribution approval.	On demand	document_profile, document_storage, task_ledger	external_mutation	board_document_distribution
Draft a proposal or statement of work from my notes ps.proposal-or-sow-from-notes	Scope, deliverables, assumptions, timeline, and fees in the company document profile, ready for partner review.	On demand	document_profile, document_storage, task_ledger	external_mutation	external_communication
Pull decisions and action items out of a client meeting ps.meeting-to-decisions-and-actions	Formatted minutes, every decision recorded, every action opened as a task with an owner.	On demand	task_ledger, document_profile	read_only	None
Distill a long Slack thread into a decision document gb.slack-thread-to-decision-doc	The options discussed, who argued what, the decision, and the open questions, recorded on the ledger.	On demand	slack, task_ledger, document_profile	read_only	None

Personal

Template	What it does	Schedule	Works with	Effect	Approvals
Plan my site-visit day pm.site-visit-day-plan	Route, contacts, keys, and the open items to check at each building, in one page before you leave.	On demand	calendar, task_ledger, baselayer_browser	network_request	None
Optimize next week's calendar before it hardens ps.calendar-optimize-friday	Find the conflicts, the meetings without agendas, and the focus time you are about to lose.	Fridays at 4pm	calendar, task_ledger	read_only	None
Watch a product until the price drops to my target re.price-drop-watch-for-me	For the equipment or stock you buy yourself: check every few hours and tell me the moment it is worth buying.	Every 6 hours	baselayer_browser, task_ledger	network_request	None

Monitoring

Template	What it does	Schedule	Works with	Effect	Approvals
Watch comparable rental listings and log new entries daily pm.comparable-listings-watch-daily	Track the rental market around your buildings so pricing decisions rest on current evidence.	Daily at 7am	baselayer_browser, task_ledger	network_request	None
Morning portfolio brief from inbox, calendar, and obligations gv.portfolio-morning-brief	What changed overnight, what is due, and the three things the chief of staff should push today.	Weekdays at 7am	gmail_business, calendar, obligations_ledger, task_ledger	read_only	None
Watch the TAL, municipal notices, and condo-law deadlines weekly gv.regulator-and-municipal-watch	Catch regulator moves and statutory dates that affect your syndicates before they become fines.	Tuesdays at 8am	baselayer_browser, obligations_ledger, memory	network_request	None
Diff competitor pricing and promotions every Friday re.competitor-price-watch-weekly	Price moves, new bundles, and promo codes across your competitor set, in one table with the deltas.	Fridays at 4pm	baselayer_browser, task_ledger, memory	network_request	None
Morning briefing from Slack, calendar, and inbox gb.morning-briefing	What needs you today, what is waiting on others, and what you can ignore, before the first meeting.	Weekdays at 7am	slack, gmail_business, calendar, task_ledger	read_only	None

Packs

Templates belong to one or more company packs: property_management (Property management), gestion_velora (Gestion Velora), professional_services (Professional services), retail_ecommerce (Retail and e-commerce), general_business (General business).