Executive Entrepreneurs
Key Challenge: Managing multiple ventures while staying strategicEssential Workflows:- Morning Strategy Sessions: Voice-record strategic thoughts during commute
- Board Meeting Prep: Capture key points and questions before meetings
- Investor Updates: Quickly dictate progress updates and metrics
- Vision Documentation: Record and refine long-term strategic vision
Product Leaders
Key Challenge: Balancing user research, strategy, and team coordinationEssential Workflows:- User Insight Capture: Record observations during user interviews
- Feature Prioritization: Voice-think through product decisions
- Stakeholder Updates: Quick status updates for cross-functional teams
- Roadmap Planning: Capture and organize feature ideas and rationale
Tech Executives
Key Challenge: Technical strategy while managing teams and stakeholdersEssential Workflows:- Architecture Reviews: Document technical decisions and trade-offs
- Team 1:1s: Capture action items and feedback points
- Technical Debt Planning: Record and prioritize technical improvements
- Innovation Tracking: Document emerging tech and opportunities
Getting Started with Role-Based Workflows
1
Find Your Role
Locate your role above or find the closest match to your work situation
2
Start with One Workflow
Pick the essential workflow that addresses your biggest pain point
3
Follow the Recipe Links
Click through to the detailed implementation guides for step-by-step instructions
4
Adapt and Expand
Customize the workflow to your specific needs, then add complementary workflows
Don’t see your role? The essential workflows in our cookbook are designed to be adaptable across professions. Start with Daily Capture Routines or Meeting Notes System as universal starting points.