ConvOpsConvOps
19 workflow templates

Workflow templates your AI already knows how to run

Reusable processes for AI conversations — every step the AI drives, every checkpoint a human controls.

Engineering

Bug Fix

Resolve bugs from report to verified fix. The AI drives through Intake, Reproduce, Analyze, Fix, and Verify.

6 steps 2 checkpoints View

Engineering

Feature

Deliver features from requirements to reviewed release. The AI drives through Capture, planning, execution, and Verify.

7 steps 3 checkpoints View

Universal

Plan

Turn strategic work into reviewed, executable plans. The AI drives through Analyze, Draft, phases, and execution.

10 steps 4 checkpoints View

Universal

Phase

Execute an implementation phase from ready to verified. The AI drives through Ready, Implement, and Verify.

4 steps 1 checkpoint View

Universal

Task

Take any work item from intake to verified completion. The AI drives through Intake, Analyze, Implement, and Verify.

6 steps 2 checkpoints View

Universal

Goal

Drive strategic objectives from definition to completion. The AI drives through Capture, Active tracking, and Review.

4 steps 3 checkpoints View

Operations

Meeting Notes

Turn a meeting into clean, shareable notes. The AI drives Extract and Distribute, with a checkpoint on the structure.

4 steps 1 checkpoint View

Operations

Weekly Report

Produce a weekly status report from inputs to published. The AI drives Gather, Draft, and a review checkpoint.

4 steps 1 checkpoint View

Operations

SOP Documentation

Document a repeatable process as a clear SOP. The AI drives through Draft and a walkthrough checkpoint.

4 steps 1 checkpoint View

Universal

Decision Memo

Make a decision you can defend later. The AI drives Options and a recommendation checkpoint, then records the call.

4 steps 1 checkpoint View

Universal

Research Report

Answer a research question with a sourced report. The AI drives Scope, Gather, Synthesize, and a review checkpoint.

6 steps 2 checkpoints View

Sales

Meeting Follow-Up

Turn a meeting into a sent follow-up. The AI drives through Extract, Draft, and a send-review checkpoint.

5 steps 1 checkpoint View

Marketing

Blog Post

Take a blog post from brief to published draft. The AI drives through Outline, Draft, Edit, and a final read-through.

6 steps 2 checkpoints View

Marketing

Social Post

Take a social post from brief to ready-to-publish. The AI drives through Draft Variants and a Polish checkpoint.

4 steps 1 checkpoint View

Marketing

Newsletter Issue

Build one newsletter issue from theme to send. The AI drives through Curate, Draft, and a send-review checkpoint.

5 steps 1 checkpoint View

Marketing

Content Repurpose

Turn one piece of content into several formats. The AI drives through Angles, Produce, and a review checkpoint.

5 steps 2 checkpoints View

Sales

Prospect Research

Build a qualified prospect list from ICP to review. The AI drives through Find, Qualify, and a list-review checkpoint.

5 steps 2 checkpoints View

Sales

Outreach Message

Send personalized outreach from prospect to logged outcome. The AI drives Research, Draft, and a send checkpoint.

5 steps 1 checkpoint View

Sales

Proposal

Build a client proposal from requirements to client-ready. The AI drives through Scope, Draft, and two checkpoints.

5 steps 2 checkpoints View

Starter kits

Pre-built sets of workflows that work together

Project Planning

4 templates

Run task-driven delivery from plan to shipped work. The AI drives through planning, phases, features, and tasks.

View kit
Feature7 steps · 3 checkpointsPlan10 steps · 4 checkpointsPhase4 steps · 1 checkpointTask6 steps · 2 checkpoints

Strategic Delivery

4 templates

Run strategic delivery from goal to shipped phases. The AI drives through goals, planning, features, and execution.

View kit
Goal4 steps · 3 checkpointsFeature7 steps · 3 checkpointsPlan10 steps · 4 checkpointsPhase4 steps · 1 checkpoint

Business Ops

4 templates

Run the operational essentials on one process. The AI drives meeting notes, weekly reports, SOPs, and decision memos.

View kit
Meeting Notes4 steps · 1 checkpointWeekly Report4 steps · 1 checkpointSOP Documentation4 steps · 1 checkpointDecision Memo4 steps · 1 checkpoint

Chat Essentials

4 templates

Run your work in a plain AI chat — no agents, no setup. The AI drives research, decisions, follow-ups, and writing.

View kit
Research Report6 steps · 2 checkpointsDecision Memo4 steps · 1 checkpointMeeting Follow-Up5 steps · 1 checkpointBlog Post6 steps · 2 checkpoints

Content Studio

4 templates

Run content production from idea to published. The AI drives blog posts, social posts, newsletters, and repurposing.

View kit
Blog Post6 steps · 2 checkpointsSocial Post4 steps · 1 checkpointNewsletter Issue5 steps · 1 checkpointContent Repurpose5 steps · 2 checkpoints

Sales Outreach

4 templates

Run outreach from prospect research to signed proposal. The AI drives research, messaging, follow-up, and proposals.

View kit
Prospect Research5 steps · 2 checkpointsOutreach Message5 steps · 1 checkpointMeeting Follow-Up5 steps · 1 checkpointProposal5 steps · 2 checkpoints
Questions

Frequently asked questions

An AI-native workflow is a structured process designed to be driven by AI, not just executed by humans. Instead of dumping instructions into a single prompt, ConvOps delivers step-at-a-time instructions that arrive when the conversation reaches each step. The AI drives the work through checkpoints, approvals, and handoffs — you participate in the conversation.

Zapier and Make automate data movement between apps. ConvOps templates structure conversations — the AI drives through a workflow step by step, asking for input when needed and pausing at approval checkpoints. These templates define how work gets done through AI conversations, not how data flows between tools.

Yes. Every template is a starting point. Add steps, remove steps, change instructions, adjust approval gates, and assign different AIs to different steps. Change a step once and it updates in every future conversation. The template is yours to shape around your process.

No. ConvOps works with the AI your team already uses — Claude, ChatGPT, Cursor, Copilot, or custom agents. Any AI that can call tools can run a ConvOps workflow. Create a task, and the right template attaches automatically. The AI drives. You respond.

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