Start of the workflow
Sales operationsNative preview
Prepare an owned discovery-call brief
Draft a permitted completed-call brief and create an owned internal task for a known contact.
THE VORA WORKFLOW LIBRARY Preview
Workflows for sales.
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242 workflows
Start of the workflow
Start of the workflow
Sales operationsNative preview
Route a proposal reply to an internal task
Route exact ACCEPTED or CHANGES reply labels into a known-contact internal review task.
Workflow outline
Commercial OperationsWorkflow guide
Check a project quote against a margin floor
Review a project quote using exact minor-unit costs and an operator-selected margin floor. The output separates fee, cost, profit and the margin decision before someone issues the quote.
Workflow outline
Agency CommercialWorkflow guide
Renewal Review Signals
Produce a traceable renewal review queue from supplied service facts without claiming a predictive churn score.
Workflow outline
Agency CommercialWorkflow guide
Client Portfolio Contribution
Calculate client contribution totals and unreconciled inputs for an agency portfolio review.
Workflow outline
Agency CommercialWorkflow guide
Contracted Service Coverage
Identify contracted services without a supplied delivery reference and extra delivery outside declared scope.
Workflow outline
Agency CommercialWorkflow guide
Partner Referral Reconciliation
Reconcile referral-attributed revenue and ambiguous partner identity references without calculating an entitlement absent an approved policy.
Workflow outline
Agency CommercialWorkflow guide
Proposal Option Cost Normalization
Compare supplied proposal option costs over one horizon, including setup fees, monthly allowances and overage units.
Workflow outline
Agency CommercialWorkflow guide
Discovery Answer Contradiction Review
Find explicitly declared incompatible discovery answers without inferring contradictions from free-form text.
Workflow outline
Agency CommercialWorkflow guide
RFP Response Coverage
Produce missing and multiply assigned requirement responses for an RFP editor without drafting legal commitments.
Workflow outline
Agency CommercialWorkflow guide
Comparison Evidence Completeness
Flag unsupported comparison cells and outdated supplied evidence dates without researching competitors or claiming factual accuracy.
Workflow outline
Agency CommercialWorkflow guide
Service Skill Capacity Match
Return service requests without an eligible capacity-backed delivery skill match for staffing review.
Workflow outline
Agency CommercialWorkflow guide
Pilot Acceptance Result Review
Return pass, fail or unknown per pilot criterion without substituting supplied assertions for independent customer acceptance.
Workflow outline
Agency CommercialWorkflow guide
Review supplied proposal Pareto choices
Compare proposed AI automation pilot options across implementation cost and declared delivery value before sending a client proposal.
Workflow outline
Agency CommercialWorkflow guide
Choose an indivisible supplied work package
Choose which indivisible automation scope components fit the client’s declared pilot budget and explicit priority points.
Workflow outline
Agency CommercialWorkflow guide
Review supplied stakeholder pairwise choices
Review supplied client stakeholder comparisons of proposed automation or creative directions when pairwise winners can cycle.
Workflow outline
Agency Sales OperationsWorkflow guide
Prepare consent-qualified owner handoffs
Return owner handoff drafts only for enquiries that pass service/budget qualification and supplied consent, without suppressed leads consuming capacity.
Workflow outline
Commercial OperationsWorkflow guide
Check a project quote against a margin floor — Slack plain text review draft
Return integer-minor-unit cost, profit, margin in basis points and a review/pass decision for a quote. Do not set prices or issue a quote. Prepare a Slack plain text review draft.
Workflow outline
Commercial OperationsWorkflow guide
Check a project quote against a margin floor — Google Sheets RAW review row
Return integer-minor-unit cost, profit, margin in basis points and a review/pass decision for a quote. Do not set prices or issue a quote. Prepare a Google Sheets RAW review row.
Workflow outline
Agency CommercialWorkflow guide
Renewal Review Signals — Slack plain text review draft
Produce a traceable renewal review queue from supplied service facts without claiming a predictive churn score. Prepare a Slack plain text review draft.
Workflow outline
Agency CommercialWorkflow guide
Renewal Review Signals — Google Sheets RAW review row
Produce a traceable renewal review queue from supplied service facts without claiming a predictive churn score. Prepare a Google Sheets RAW review row.
Workflow outline
Agency CommercialWorkflow guide
Client Portfolio Contribution — Slack plain text review draft
Calculate client contribution totals and unreconciled inputs for an agency portfolio review. Prepare a Slack plain text review draft.
Workflow outline
Agency CommercialWorkflow guide
Client Portfolio Contribution — Google Sheets RAW review row
Calculate client contribution totals and unreconciled inputs for an agency portfolio review. Prepare a Google Sheets RAW review row.
Workflow outline
Agency CommercialWorkflow guide
Contracted Service Coverage — Slack plain text review draft
Identify contracted services without a supplied delivery reference and extra delivery outside declared scope. Prepare a Slack plain text review draft.
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