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workflow templates: Operations workflows.

Workflows that keep the business running: incidents, requests, and recurring processes. The AI drives each one from intake to resolution, with a full audit trail built in.

← all templates
operations
Meeting NotesTurn a meeting into clean, shareable notes. The AI drives Extract and Distribute, with a checkpoint on the structure.4 steps · 2 gates
operations
Weekly ReportProduce a weekly status report from inputs to published. The AI drives Gather, Draft, and a review checkpoint.4 steps · 2 gates
operations
SOP DocumentationDocument a repeatable process as a clear SOP. The AI drives through Draft and a walkthrough checkpoint.4 steps · 2 gates

Operations templates cover the recurring work that keeps a team running: meeting notes, weekly reports and standard operating procedures.

Run them in your AI session, or schedule them so they run on their own. Every step and approval is written to the run record.

Questions

How do I install one of these templates?

Open the template, then install it into your workspace in the ConvOps app. Once installed, your AI runs it from any connected MCP client: Claude Code, Cursor, ChatGPT and others.

Can I change a template after installing it?

Yes. An installed template is a workflow in your workspace. Ask your AI client to change it in conversation, for example to add a review step or an approval gate. Edits are made to the one step that needs them.

Does a template run the AI for me?

It can. Work locally and your own AI client walks the workflow one step at a time. Or run it unattended: an executor starts the agent on ConvOps Cloud, on your own runners, or self-hosted. Either way the model is yours, and the engine checks each gate before the run moves on.