Start ahead

Workflows for the work you're already doing.

Result: 76

All Templates

Application Triage, Powered by AI

Every form submission creates a decision point. When volume is high or stakes are real — grant applications, vendor proposals, partnership inquiries — the cost of a slow or missed review compounds fast. AI Application Triage fires the moment a submission arrives. It evaluates each application against your criteria, assigns a Tier (1–3), writes an evaluation note, and updates the Candidates workbook automatically. No queue. No lag. No one manually reading every form. The workflow is webhook-triggered: connect your form tool using the included Webhook Setup Guide, and every new submission flows directly into the evaluation step. Tier-1 applicants can optionally trigger a Slack notification so your team can act immediately. Built for program managers across functions — not just HR. Whether you're screening grant applicants, vendor submissions, or partnership inquiries, the evaluation rubric lives in Step 0 of the task and is fully customizable for your criteria.

Created by Obvious

Feature: Read Aloud

Audio Proofreading Workflow

By the fourth read, a Comms Manager stops seeing her own document. Eyes pattern-match what they expect — not what's there. The missing word in the opening sentence, the wrong product name, the date that never got updated: these survive visual review because visual review stops working. Audio proofreading works because listening is a different cognitive channel. A missing word forces the reader's voice to pause. A duplicate word makes the ear hear it twice. This template structures that process into a reliable workflow: prepare the draft, listen once at a steady pace, annotate as you go, compile the catch log, resolve and publish. The workflow guides you through document preparation for listening, instructs the error annotation pass, categorizes each catch by type (copy error, factual flag, or rhythm issue), and produces a marked-up draft with a resolution status. The output is either publishable after you resolve annotations — or a handoff artifact ready for an editor. For Comms Managers, Content Leads, and Brand Editors who own external-facing copy and publish under deadline. Designed for the 15 minutes before 5pm.

Created by Obvious

Feature: Read Aloud

Audio-First Document Review

Most strategy documents sit unreviewed not because the decision-maker lacks judgment — but because dense visual documents are the wrong format for how they think best. This template removes that friction. Audio-First Document Review prepares any strategy document for Read Aloud, generates a three-sentence pre-listen brief so you enter the session with the decision framed, and guides you through annotating in real time. When you're done listening, your reactions are already organized: what you approved unconditionally, what has conditions attached, and what the team must action before Monday. The output isn't a summary of what you heard. It's a signed document with your name on it — the governing version the team opens in the morning and knows exactly what to do. The workflow works in one session. You bring the document. Obvious prepares it, briefs you, and structures your review into a signed artifact with concrete owners on every follow-up.

Created by Obvious

@mentions

Audit One Field Before It Breaks

The column looked right. Until you looked. RevOps analysts and data stewards know the feeling: a CRM import is two days away, and the tier field has been entered by twelve different people over eighteen months. It should have four values. It has eleven. This template uses column-level @mentions to run a complete data quality audit on any field in seconds. @mention the column, tell Obvious what the valid values should be, and get a Column Audit Report with value distribution, every invalid record classified by issue type, and a remediation list grouped and ready to act on. What's included: Customer Accounts sheet — 25 sample B2B records with an intentionally messy customer_tier field (11 unique values, only 4 are correct) so the audit is immediately interesting Audit Log sheet — tracks every audit you run with counts, issue summaries, and remediation status Audit a Column for Data Quality task — a 5-step guided workflow from @mention to remediation How it works: @mention the column you want to audit Tell Obvious the valid values it should contain Get a complete audit report — distribution, flagged records, issue classification Review the remediation list or apply all fixes in one prompt Who it's for: Data stewards, RevOps analysts, and anyone cleaning CRM or operational data before a migration, import, or report run.

Created by Obvious

Feature: Tasks

Automated Weekly Competitive Brief

Every Monday at 7:30am, someone on your team should be pulling competitor updates before the sync. Usually no one does. This template removes that problem permanently. The Automated Weekly Competitive Brief monitors the changelog, release notes, or product blog for each competitor you configure. Each Monday it compiles a structured brief — one row per competitor update, rated High, Medium, or Low significance — and posts a summary to Slack if you've connected a channel. Setup takes under five minutes: configure your competitor list in Step 0, optionally add a Slack channel in Step 2, and let the task run. The Archive workbook stores every brief in a queryable history so you can spot patterns — which competitor ships most frequently, how often High-significance changes appear, which competitors have gone quiet. Built for Heads of Product and Senior PMs at growth-stage SaaS companies who need competitive context before their Monday team syncs — not a one-time framework, a permanent fixture in your weekly rhythm.

Created by Obvious

Parents

Babysitter Info Sheet

A structured, shareable emergency hub that turns scattered family info into something a babysitter, grandparent, or first responder can actually use under pressure.

Created by Obvious

Personal Life

Budget v Actual Tracker

Budgets don't fail when you set them — they fail when nobody's watching the gap between planned and spent. This template watches.

Created by Obvious

New Users

Build Your First Template

The hardest part of building your first template isn't the template — it's knowing what belongs in it. This one answers that by doing: name a folder, write one line of agent instructions, save the whole thing. Three steps, ten minutes. You'll leave with a real template you built, not a tutorial you finished.

Created by Obvious

Founders

Build a Visual Brand Kit

No brand kit, no designer, and a first impression due tomorrow — coordinated hero image, background, and accent from three adjectives.

Created by Obvious

Lifecycle Marketers

Campaign Analysis Framework

Stop guessing what worked. The Campaign Analysis Playbook turns raw campaign data into quantified insights—comparing your metrics to industry benchmarks, calculating opportunity costs in dollars, and generating test designs with sample sizes. After 3 campaigns, it learns YOUR benchmarks. After 5, it detects patterns across your sends.

Created by Obvious

Recruiters

Candidate Nurture Tracker

Turn "I'll keep you in mind" into actual hires. Track rejected-but-qualified candidates, automate personalized nurture sequences, and get alerts when they're ready to re-engage. Includes daily action queue, draft messages, and relationship health tracking.

Created by Obvious

Recruiters

Candidate Pipeline System

Track every candidate you meet, nurture relationships over time, and let Obvious tell you exactly who to call and why. Includes 8 demo candidates with realistic interaction histories, a visual pipeline board, and natural language commands like "Who should I call this week?" and "Prepare me for my call with Sarah."

Created by Obvious

Recruiters

Candidate Sourcing Campaign Builder

Run A/B tested sourcing campaigns, track relationships (not just responses), and build a shared Boolean search library with performance metrics. Includes 3 months of sample data showing realistic campaign progression, 10 messaging variants, and 18 proven searches. Start fresh when you're ready to track your own outreach.

Created by Obvious

Recruiting

Candidate Tracker with Fit Rating

Most hiring teams lose the signal between the interview and the debrief. Impressions blur, notes go unread, and the loudest voice in the room shapes the decision. The Candidate Tracker with Fit Rating gives hiring managers a structured way to capture gut feel immediately after each interview. The template ships with a Candidates sheet, a Fit rating field (0-5 stars), and a Hiring Pipeline Kanban board. Eighteen sample candidates show the full lifecycle from Applied through Hired. The Rate Candidates After Interview Round task walks you through scoring each candidate and sorting the results in minutes. The Fit rating field stores an integer. Ask the agent 'Who are my top three candidates by Fit rating?' and get a ranked list before the debrief starts. Built for hiring managers who interview multiple candidates in a week.

Created by Obvious

Paralegals

Case File Tracker for Paralegals

Your entire caseload in one view. This case tracking template is for paralegals managing active caseloads: track case status, deadlines, and next actions across multiple matters with Kanban workflow and practice area filters. Nothing lives only in your head.

Created by Obvious

@mentions

Check the Voice Before You Publish

@mention any draft and your brand voice guide. Get section-by-section flags, specific rewrites, and a pass/revise verdict before it ships.

Created by Obvious

Paralegals

Client Intake Pipeline for Law Firms

Track every lead from first contact to signed retainer. This client intake tracking template for law firms and paralegals manages leads through consultation scheduling, conflict checks, and retention decisions with pipeline stages and Kanban workflow. Seven stages, one pipeline, no one slipping through the cracks.

Created by Obvious

Consultants

Client-Ready Report Template

Turn messy data and rough notes into polished, executive-ready reports in minutes. Every claim is sourced. Every chart earns its place. You bring the insights—this template handles the presentation.

Created by Obvious

Founders

Cold Email Templates for Founders

Cold email templates for startup founders: 5 personalized emails with different angles, a follow-up sequence, and a personalization checklist. Answer 7 questions to get outreach that leads with your prospect's problem, not your product. Built for founder-led sales, no SDR experience required.

Created by Obvious

Product Managers

Communicate a UI Idea Without Opening Figma

The idea is clear in your head but impossible to explain in Slack — a visual reference your team can actually look at, before the conversation moves on.

Created by Obvious

Communicate a UI Idea Without Opening Figma

Product Managers

Competitive Analysis Monitor

Track competitors, compare features head-to-head, and generate sales battle cards through conversation. Monitor market moves automatically and create RFP responses with competitive positioning through automated tasks. Includes 7 interconnected sheets, 2 visual views, and 5 automated workflows.

Created by Obvious

Content Creators

Creator SEO System

Your audience is already searching for what you create—they're just using different words. This system shows you those words, helps you rank for them, and gets your content found without becoming an SEO expert.

Created by Obvious

Customer Support

Customer Priorities Dashboard

Stop reacting to the loudest customers. Upload your portfolio and get a ranked list of your top 7 priorities each day—based on renewal risk, escalations, engagement gaps, and expansion signals. Includes a Kanban board for tracking progress and optional daily briefing automation.

Created by Obvious

Lifecycle Marketers

Customer Segmentation Playbook

A natural language customer segmentation template for lifecycle marketers. Describe the segment you want in plain English—"VIP customers showing early churn signals" or "cart abandoners with items over $100"—and get back a validated segment in seconds. No SQL. No tickets. No waiting.

Created by Obvious

Feature: Read Aloud

Daily Audio Briefing

Most Chiefs of Staff walk into a 9am leadership meeting with partial context. The documents exist. The problem is the 20 minutes between the car and the conference room — not enough time to read, too important to skip. The Daily Audio Briefing Template generates a structured briefing document from your source documents, written for linear listening at 1.5x speed. Orientation first. Situation blocks. Key decisions already made. Open items still live. The agent handles the rewrite — turning scattered updates into a single clean voice track. During your commute, use Read Aloud to play the briefing and annotate anything you want to flag. When you park, those annotations are already captured in the Post-Briefing Actions section at the bottom of the document. Built for Chiefs of Staff, Executive Assistants, and ops leads who run on situational awareness and can't afford to arrive underprepared. Works from any source documents in your workspace, or from the included structured intake workbook for recurring briefing topics.

Created by Obvious

Personal Life

Daily Habit Tracker Template

You already know what you should be doing every day. This template shows you whether you actually are — and why the gaps happen.

Created by Obvious

Consultants

Discovery Brief Generator Template

Generate comprehensive client intelligence briefings for meeting prep. Obvious will analyze sentiment, financials, and strategy, then synthesize into a polished briefing with executive snapshot, competitive positioning, and conversation starters — all with 20+ citations. See a sample before diving in. ~30 minutes to first briefing.

Created by Obvious

Paralegals

Discovery Request Tracker

Discovery request tracking template for paralegals and legal teams—manage RFPs, interrogatories, and document productions with deadline tracking, status views, and Kanban workflow. No more spreadsheet chaos.

Created by Obvious

Feature: Granola Integration

Draft Your Post-Call Follow-ups

Every account manager knows the moment: three calls done, inbox full, and three follow-up emails still unwritten. The longer they wait, the more specific details blur — exactly which ticket number was escalated, exactly what the roadmap timeline was, exactly how formal the right tone is for this particular account. The Post-Call Follow-Up Drafter connects to Granola and turns your same-day meeting notes into drafted follow-up emails — one per call, each one naming the specific commitments you made. No re-reading notes, no writing from memory, no following up tomorrow when context is cold. Connect your Granola account, run the task, and every call from today shows up as a draft in your Follow-Ups sheet. Review, adjust the tone if needed, and move cards across the Follow-Up Board as they go out. The Call Log keeps the full history, linked to each Granola meeting ID, so your monthly account reviews don't require reconstructing what happened when. Built for account managers who manage multiple enterprise accounts and can't afford to let a day's commitments slip into the next morning.

Created by Obvious

Marketing

Find the Right Asset Before the Deadline

Surface your approved campaign assets before a creative review — filterable card grid one step from the final set.

Created by Obvious

Find the Right Asset Before the Deadline

Solopreneurs

Freelance Sales Pipeline Tracker

A freelance sales pipeline template for tracking leads, follow-ups, and client conversations in one place. Simple stages built for how freelancers actually sell—not enterprise CRMs. Know who to follow up with today and stop losing warm leads to scattered notes and forgotten emails.

Created by Obvious

Parents

IEP Meeting Prep Doc for Parents

IEP meeting preparation template for parents. Turn scattered therapy notes, behavior logs, and progress reports into a meeting-ready document with talking points and accommodation requests.. Walk in prepared, not overwhelmed.

Created by Obvious

Parents

IEP Parent Playbook

Navigate the constantly-changing IEP landscape with confidence. State-specific timelines, letter templates, meeting prep tools, and progress tracking—everything you need to advocate effectively for your child's education.

Created by Obvious

Teachers

IEPs & Accommodations, Organized

Turn IEPs into classroom-ready accommodation references. Upload a PDF, extract accommodations by category, generate printable quick references and testing checklists.

Created by Obvious

Founders

Investor Update

Investor update template for startup founders. Answer 8 questions about your metrics, wins, and challenges. Specific enough to be useful. Concise enough to be read. Get a ready-to-send update under 500 words with structured asks that actually get replies.

Created by Obvious

Content Leads

Launch Visuals in Under an Hour

Launch is today and you still need a hero, social graphic, and banner — all three, ready to share, before you hit publish.

Created by Obvious

Feature: Granola Integration

Leadership Decision Log

Every leadership sync produces decisions that need owners, rationale, and a record before the next standup. Without a system, those decisions live in someone's notes — or worse, someone's memory — until a conflict surfaces. The Leadership Decision Log captures every decision made in your leadership syncs: who owns it, what the rationale was, what the deadline is, and any dissenting context from the transcript. Connects to Granola to pull meetings automatically, so logging takes minutes instead of the 30–45 minutes of manual transcription it replaces. Run the "Log Decisions from Latest Sync" task after any leadership sync. It pulls the transcript, surfaces every decision, logs each with full context, and drafts a team digest ready to post in Slack. You review before anything gets recorded or sent. Designed for Chiefs of Staff at 30–100 person companies who run or own the leadership sync and need institutional memory that holds.

Created by Obvious

Lifecycle Marketers

Lifecycle Intelligence Hub

A unified customer health dashboard for lifecycle marketers. Aggregate data from behavioral events, email engagement, support tickets, and transactions into a single view that shows who's healthy, who's slipping, and who needs attention now.

Created by Obvious

Real Estate Agents

Listing Description Writer

Turn walkthrough notes into MLS copy that makes buyers click "schedule showing" instead of scrolling past.

Created by Obvious

Analysts & Ops

Make a Report Shareable

You wrote the report. Now make it something people actually open — cover image and section visuals matched to the tone, one shareable page.

Created by Obvious

Home Life

Meal Planner & Grocery List

The "what's for dinner" problem, solved before anyone asks. A week of meals, one grocery run, no guesswork.

Created by Obvious

@mentions

Meeting Follow-Up From Any Transcript

Turn any Granola meeting into a polished follow-up brief — decisions, action items with owners and due dates, open questions — with automatic tracker updates.

Created by Obvious

Content Creators

Metrics Detox: Rethink Analytics

Break the obsessive analytics-checking cycle. Get one weekly digest that tells you what actually matters—and permission to stop refreshing.

Created by Obvious

Data Migration

Migration That Doesn't Break

Data migration project tracker that surfaces blockers before cutover. Track objects, field mappings, validation rules, and dependencies across the full migration lifecycle—from discovery to go-live.

Created by Obvious

Feature: Granola Integration

Monthly Account Commitment Audit

Account reviews land differently when you've already caught every gap. The Monthly Account Commitment Audit pulls your customer calls from Granola, extracts every commitment made across the month, and cross-references each one against tasks already in your project. Anything without a corresponding record gets flagged and a catch-up draft is ready to send.\n\nThe core artifact is the Commitment Audit workbook — one row per commitment, with who made it, when, whether it's been addressed, and a drafted message for anything that hasn't. A second sheet logs all calls from the month by account, visible in calendar view. The full workflow runs in a single 7-step task.\n\nBuilt for account managers managing multiple enterprise accounts who want to walk into monthly account reviews knowing exactly where they stand — without spending the night before manually cross-referencing Granola notes against a task list.

Created by Obvious

Solo Contributors

My Work, My Way

Every new project starts the same way: a blank folder to organize on the fly and an agent that doesn't know how you work yet. My Work, My Way is built around a document you fill out once — how you think, what format you use, what the agent should never do. Every project you create from this template opens with that context already loaded. The agent knows your rules before you type the first word.

Created by Obvious

Real Estate Agents

Offer Strategy: Compete & Close

Three offer scenarios—balanced, aggressive, must-win—with price, terms, and risk side by side. So your buyers can see exactly what they're giving up to compete.

Created by Obvious

Real Estate Agents

Open House Follow-up, Done

Open house follow-up email generator that turns your sign-in sheet into personalized emails—every guest, every time—in 15 minutes.

Created by Obvious

PM Feature Backlog with Priority Rating

Sprint planning often starts from scratch because the backlog has no structured priority signal. The PM Feature Backlog with Priority Rating gives product managers a way to turn ten minutes of gut-feel clicks into a structured prioritization the agent can work from. The template ships with a Feature Backlog sheet, a PM Rating field (0-5 stars), and a Sprint Board Kanban. Eighteen sample features across seven product areas. The Score Backlog Before Sprint Planning task walks you through rating unscored items and surfacing your top ten. The PM Rating field stores an integer. Ask the agent 'What are the top ten features by PM rating?' and get a ranked list in seconds. Built for product managers who manage a 20-50 item backlog.

Created by Obvious

Personal Life

Personal Finance Dashboard

A full picture of your money — spending, savings goals, net worth — without a subscription fee or a spreadsheet you'll abandon by March.

Created by Obvious

Founders

Pitch Deck Visuals without a Designer

Your deck needs to look designed by morning — hero slide, section dividers, and accents from a company description, no Figma.

Created by Obvious

Data Migration

Post-Migration Data Integrity Scorecard

Post-migration data validation scorecard that measures completeness, accuracy, consistency, and timeliness across every migrated data domain. Track integrity issues and remediation in one system.

Created by Obvious

Feature: Granola Integration

Pre-Meeting Context Brief

Before a planning meeting, the question isn't "what are we discussing today" — it's "what did we already decide, who owns it, and what's still unresolved?" This template answers that question in minutes. Give it the name of your meeting and the decision thread you need context on. It searches your Granola meeting history, pulls the last four relevant meetings, extracts decisions with owners and open items, and produces a one-page briefing document organized chronologically. Inside: a Meeting History sheet for logging past decisions, a Brief Builder sheet that tracks each brief you generate, a calendar view of your meetings by date, and a primary task that runs the full workflow in seven steps. Built for product managers who run planning-heavy meetings and need the decision record at their fingertips — before the stakeholder asks the question you weren't prepared for.

Created by Obvious

Product Managers

Product Feedback Tracker

Centralize customer feedback from any channel—support tickets, sales calls, Slack, surveys—into one searchable system. AI helps you tag, analyze patterns, and generate stakeholder-ready insights.

Created by Obvious

Product Managers

Product Metrics Dashboard

Track KPIs without BI dependency. Includes a live dashboard with sparklines and drill-downs, autonomous hourly monitoring that investigates anomalies, and Monday morning intelligence briefs. Pre-loaded with 8 sample metrics — just say "Set up my dashboard" to deploy.

Created by Obvious

Consultants

Proposal Generator Template

A proposal template that turns discovery calls into client-ready proposals in 20-45 minutes. Built for consultants and coaches who want polished proposals with clear scope, professional structure, and terms that protect—without starting from scratch every time.

Created by Obvious

Customer Support

QBR Template, Prep Done

Generate polished Quarterly Business Review decks from your customer data. Includes demo data, sample output, and step-by-step guides—just add your real customers and start generating.

Created by Obvious

@mentions

Reconcile Two Sheets, Find Every Gap

Compare any two sheets and get a flagged Discrepancy Report before the meeting.

Created by Obvious

Consultants

SOW Protection Template

Stop giving away free work. Track scope drift in real-time, see exactly how much unbilled work is piling up, and generate professional change orders with one click. Includes a sample engagement showing a consultant $17,850 underwater — and how to recover.

Created by Obvious

Customer Support

Sales-to-CS Handoff Template

Capture what sales promised so CS can deliver. Extract commitments, stakeholders, and deadlines from call transcripts and CRM data. Track promise fulfillment with a visual Kanban board. Say "make it mine" to clear sample data and start fresh.

Created by Obvious

Personal Life

See Your Products Not Your Spreadsheet

Turn your product sheet into a visual gallery your team can browse on a review call — cover images, status pills, filterable in one step.

Created by Obvious

Parents

Shared Expense Splitter for Co-Parents

Track every shared kid expense, split it fairly, and know exactly who owes whom—without the argument. This co-parent expense tracker with automatic split calculations keeps the balance updated with chat interaction and receipt logging. Track shared child expenses (medical, school, activities) and settle up without conflict.

Created by Obvious

Data Migration

Status & Stakeholder Update System

Data migration status tracking and stakeholder reporting system. Log phase status, blockers, and object completion in one workbook—then generate board-ready briefs on demand.

Created by Obvious

Teachers

Student Workspace: Track Everything

Track grades, behavior, parent communications, and interventions for every student in one connected workspace. Sample data included — ask a question, run a summary, and see the full picture before you bring your own roster.

Created by Obvious

Personal Life

Subscription Audit Tracker

You already know what you should be doing every day. This template shows you whether you actually are — and why the gaps happen.

Created by Obvious

Teachers

Survive Your First Year Teaching

A month-by-month onboarding checklist for first-year teachers — with 39 milestones, 22 curated resources, weekly reflections with mood tracking, and a built-in mentor directory. Covers August through May across five categories: Setup, Routines, Relationships, Self-Care, and Admin. Includes sample data showing a realistic first-year arc, a Kanban board for milestone tracking, and a timeline view of the full year. Designed for the reality of year one: survival first, mastery later.

Created by Obvious

@mentions

Three Sources, One Brief

Synthesize multiple documents into one decision brief using @mentions

Created by Obvious

Content Creators

Title Lab: Voice Matching for Creators

Stop choosing between clicks and authenticity. YouTube title generator that learns your voice first. Feed it your past titles, get optimized options that sound like you wrote them—not like the algorithm did.

Created by Obvious

Operations

Vendor Quality Log

Vendor relationships deteriorate gradually, and no one can say when it started. The record-keeping lived in email threads and memory. The Vendor Quality Log gives operations managers a structured way to capture quality scores after each significant interaction, building a defensible track record over weeks. The template ships with a Vendors sheet, a Quality rating field (0-5 stars), and a Vendor Status Board Kanban. Eighteen sample vendors across shipping, technology, facilities, and professional services. The Log Vendor Interaction task walks you through recording each interaction in under two minutes. The Quality rating field stores an integer. Ask the agent 'Which vendors are averaging below 3 stars?' and get a list. Built for ops managers who manage 10-30 active vendor relationships.

Created by Obvious

Feature: Granola Integration

Weekly Commitment Sweep

Every week ends with commitments buried in meeting notes. A prospect call with a follow-up to send. A board prep session with talking points to draft. A candidate call with a technical screen to schedule. Finding them all means re-reading every Granola note — 45 to 60 minutes of transfer work at the end of the longest day of the week. Weekly Commitment Sweep does that work for you. Connect Granola, run the task, and your commitments are extracted, organized by meeting source, and matched with a drafted follow-up or next action. Open items land in a Kanban board ready to work through. Done items stay in view so nothing gets re-logged. The workflow runs in five steps: pull this week's meetings from Granola, read each one for commitments, map every item to its meeting source, draft a follow-up or next action per commitment, and populate the Commitments tracker. The whole process takes under ten minutes instead of an hour. Built for founders at early-stage startups who end every Friday knowing they made commitments they haven't acted on yet — and want to close the week before Monday opens it again.

Created by Obvious

Founders

Weekly Debrief

10 minutes to process the week. Name what's hard, surface what you're avoiding, enter Monday with clarity instead of carryover. This weekly reflection template for founders provides 8 guided questions covering wins, struggles, energy state, and stuck decisions. Produce a private debrief document each week that delivers insights time and again, with pattern recognition over time.

Created by Obvious

Feature: Tasks

Weekly Pipeline Audit with Slack Escalation

Bad pipeline data costs forecast accuracy. Close dates drift, stage values get corrupted, deal owners go missing — and nobody notices until the forecast call is already wrong. This template audits every deal record every Monday at 7:30am ET, flagging missing or past-due close dates, invalid stage values, missing owners, and zero-amount deals. When total errors exceed your threshold, it fires a Slack escalation before the pipeline review meeting starts. Two demo reports ship with the template: a 14-error escalation week and a clean 7-error week. Configure your pipeline workbook name and Slack channel in the task — first run takes under a minute. For RevOps leads who own pipeline hygiene and need a zero-maintenance audit that runs every week without a human trigger.

Created by Obvious

Weekly Pipeline Audit with Slack Escalation

Personal Life

Weekly Review & Planning Journal

Most weekly reviews die after three weeks. This one sticks — because it asks six questions, takes five minutes, and remembers what you said last time.

Created by Obvious

Solopreneurs

When Can I Quit? Calculator

A quit number calculator template for solopreneurs ready to turn their side hustle into a full-time business. Track monthly expenses, log side income, model financial scenarios, and know exactly when you have enough runway to quit your day job.

Created by Obvious

HR & People Ops

Who Does What: Team Directory

Answer "who is everyone?" with a live headshot grid instead of a spreadsheet — shareable in one link and always current.

Created by Obvious

Workflow Optimization

Workflow Finder

Most people have at least one workflow they run repeatedly. Few can describe it without stopping to think. Workflow Finder is a short diagnostic — seven questions about what you build, how often, and how much setup it costs each time. The agent walks you through it, captures the patterns, and scores each one by template potential. Most people who finish it find at least one workflow they've been rebuilding from scratch for months without naming it.

Created by Obvious