# Task templates

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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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**<br>`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).