Start of the workflow
Client onboardingNative preview
Review a complete onboarding intake
Create a known-client onboarding review task only after a trusted completeness check.
THE VORA WORKFLOW LIBRARY Preview
Workflows for client work.
Explore the logic. Inspect the nodes. Find a starting point for your agency.
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465 workflows
Start of the workflow
Workflow outline
Client OnboardingWorkflow guide
Check whether a client can start delivery
Make a client kickoff depend on an explicit delivery checklist. Return a ready handoff or the exact missing requirements in the order the operator declared them.
Workflow outline
Finance OperationsWorkflow guide
Decide whether an invoice needs a reminder
Separate invoices needing operator attention from those that should stay out of a reminder queue. The workflow checks invoice state, outstanding balance, due date and an explicit hold flag.
Workflow outline
Client DeliveryWorkflow guide
Kickoff Agenda Builder
Produce an ordered kickoff agenda from explicitly approved delivery facts and flag topics without an owner.
Workflow outline
Client DeliveryWorkflow guide
Task Dependency Readiness
Return executable next tasks and blocked dependencies, rejecting circular or unknown prerequisite references.
Workflow outline
Client DeliveryWorkflow guide
Revision Allowance Review
Return remaining revision allowance and scope-review flags from the supplied delivery policy and revision log.
Workflow outline
Client DeliveryWorkflow guide
Deliverable Acceptance Coverage
Identify deliverables missing an approval or required evidence reference before an operator marks delivery complete.
Workflow outline
Client DeliveryWorkflow guide
Approval Aging Queue
Rank unanswered delivery approvals by age and preserve the accountable owner for a follow-up review.
Workflow outline
Client DeliveryWorkflow guide
Project Owner Transfer Check
Return untransferred open-work IDs and a handover-ready decision before a project owner changes.
Workflow outline
Client DeliveryWorkflow guide
Retainer Hours Variance
Compute remaining or exceeded retainer hours from supplied approved timesheets and flag unreconciled entries.
Workflow outline
Client DeliveryWorkflow guide
Weekly Committed Capacity
Calculate staff capacity gaps by week from committed project hours and explicitly supplied availability.
Workflow outline
Client DeliveryWorkflow guide
Change Order Impact
Produce a scope-delta effort and fee packet with unresolved estimate fields for commercial approval, without issuing a change order.
Workflow outline
Client DeliveryWorkflow guide
Launch Role Signoff
Return missing or conflicting release signoffs before an operator authorizes a launch.
Workflow outline
Finance OperationsWorkflow guide
Reimbursement Evidence Check
Return missing reimbursement evidence fields and duplicate receipt references before an operator approves claims.
Workflow outline
Finance OperationsWorkflow guide
Recurring Cost Forecast
Produce a period cost schedule from supplied recurring charges without currency conversion or payment execution.
Workflow outline
Finance OperationsWorkflow guide
Client Expense Allocation
Calculate exact minor-unit client allocations and an explicit rounding remainder for review.
Workflow outline
Finance OperationsWorkflow guide
Invoice Delivery Reconciliation
Flag billed milestones lacking delivery references and delivered milestones missing a billing reference.
Workflow outline
Finance OperationsWorkflow guide
Credit Adjusted Balance Review
Compute adjusted balances and quarantine credits whose identity or currency cannot match the target invoice.
Workflow outline
Finance OperationsWorkflow guide
Payment Term Date Projection
Calculate projected due dates using an explicitly supplied calendar and flag missing policy facts.
Workflow outline
Finance OperationsWorkflow guide
Subscription Cancellation Preflight
Return subscriptions needing an operator cancellation review before configured notice dates without cancelling any service.
Workflow outline
Finance OperationsWorkflow guide
Monthly Spend Cap Review
Return breached categories and unclassified expenses for an agency spend review.
Workflow outline
Finance OperationsWorkflow guide
Timesheet Overlap Review
Flag overlapping or repeated billed intervals per contractor without changing the timesheet.
Workflow outline
Finance OperationsWorkflow guide
Quoted Realized Margin Delta
Calculate the quote-to-realized margin change and missing-cost flags for a completed project review.
Workflow outline
Finance OperationsWorkflow guide
Reconcile identity-linked payment reversals
Conserve positive integer minor-unit principal using exact payment references, posted-state rules and explicit currency identity. Supplied facts only; returns a review packet with no external effects.
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