Agency workflows
Some of your most useful processes are specific to your agency. Use Purselio's custom workflow designer to turn a recurring task into clear instructions, defined inputs, and an output the team knows how to assess.
Open Purselio signs you in and returns you to your project list. It does not start this workflow on its own.
Use it when the team repeatedly rebuilds the same brief, relies on one person's prompting, or spends too much time explaining how a recurring deliverable should be prepared.
Set out what triggers the task, what context it needs, and the result that counts as complete.
Describe the necessary stages, evidence requirements, decisions, and handling of incomplete inputs.
Identify tool dependencies, review points, output requirements, and a representative example for checking the workflow.
Every month we turn a client's news coverage into a strategy note. Design a workflow using our coverage export, account brief, and example note.
What to work toward: A reusable input brief, execution instructions, source checks, and a defined strategy-note structure for the team to review.
Illustrative example
Fictional sample for layout. Not a customer result, testimonial, or product screenshot.
| Step | Input | Check before reuse |
|---|---|---|
| Frame the job | Client, deadline, decision | The outcome is named |
| Draft | Source notes and brand voice | Claims are sourced |
| Hand off | Reviewer and next action | Someone owns the follow-up |
No. The specification can identify the connections a process needs. Implementation depends on the tools and access available in your environment.
Yes. A real input and a strong finished example are useful references for preserving the decisions and standards that matter.
The workflow should make that dependency clear, define useful work that can still proceed, and explain what is needed to finish.
Bring one recurring task and an example of the result you want. Design its workflow in Purselio.