StackOS Library / workflows

Complete workflows for real work.

A workflow gives AI a reusable execution contract from request to verified result. Browse each StackOS workflow and inspect the stages, state, tool boundaries, outputs, and recovery paths inside.

36 in the library11 areas of workBased on real StackOS workflows

Quick answer

What is AI workflow automation?

AI workflow automation combines a reusable workflow contract with a concrete run plan for the current request. The workflow defines the operating boundary; the run records state, dependencies, scoped tools, outputs, recovery, and verification.

Learn how agentic workflows work →
Workflow

The reusable contract and rules for a type of work.

Run plan

The concrete steps, state, grants, and outputs for this request.

Verification

Acceptance criteria and receipts show whether the result is complete.

workflowagency

Agency Setup

One read-back-verified agency profile and, only when exactly selected, a no-launch finance setup handoff.

workflowbranding

Brand Foundation Setup

A current brand profile and durable voice guide that future agents can retrieve, apply, test, and update without guessing.

workflowbranding

Branding Content Production

A reviewed, evidence-backed piece in the project voice, with channel versions and publication governed by the request's explicit execution intent.

workflowagency

Client Project Setup

One read-back-verified client-project context record and, only when exactly selected, a no-launch finance setup handoff.

workflowcommunications

Communications Inbox Review

A bounded inbox review with selected messages summarized, classified, and turned into explicit follow-up only when authorized.

workflowcommunications

Communications Outbound Notification

One approved notification delivered to a named destination with an auditable source and receipt.

workflowcommunications

Customer Feedback Intake

One route-approved Slack thread containing the complete feedback packet and safe refs for investigation.

workflowsupport

Delivery Task Handoff

A delivery-ready tracker task linked back to the approved support thread and handed to engineering without changing the product.

workflowengineering

Engineering Tracked Delivery

A delivered change with an explicit flow, truthful tracker state, proportionate verification, independent review, and release evidence.

workflowfinance

Finance Bookkeeping Preparation and Reconciliation

A reviewed, externally recorded close packet marked prepared/unposted, with matched and exception refs that can be handed to later workflows.

workflowfinance

Finance Cashflow Management

A dated external thirteen-week forecast packet with safe evidence/proof refs, uncertainty, exception state, and tax-estimate handoff readiness.

workflowfinance

Finance Payment Request

One external payment request linked to a safe Stripe invoice reference, with deterministic mutation recovery and separate owner-approved finalization and send gates.

workflowfinance

Finance Payment Request Follow-Ups

A safe external follow-up or settlement decision record. Every invoice is suppressed, exception-bound, or eligible for one owner-approved Stripe resend; a selected received payment is…

workflowfinance

Finance Receipt Intake

One verified external receipt record with original evidence retained, safe proof refs, and an IMAP acknowledgement only after the host completes the common intake contract.

workflowfinance

Finance Tax Estimates

An external tax-estimate packet with current IRS and FTB source refs, separate projected-annual-liability and current-installment states, CPA/EA review, owner approval, and safe cashflow…

workflowgtm

GTM Account Research

A source-linked account brief focused on fit, timing, risks, and the next useful action.

workflowgtm

GTM CRM Export Handoff

One approved bounded export with a safe job ref, a retained StackOS artifact when complete, and truthful pending, partial, or failed evidence.

workflowgtm

GTM CRM Hygiene Pass

A reviewed hygiene report with narrowly approved corrections and an audit of every changed record.

workflowgtm

GTM Customer Follow-Up

One approved message delivered through an exact communication target, with full provider-safe evidence and separately approved CRM follow-up records.

workflowgtm

GTM Lead Enrichment And Scoring

A source-linked enrichment and scoring result with confidence, disqualification reasons, and no silent field invention.

workflowgtm

GTM Marketing Program Lifecycle

A reviewed marketing-program plan with narrowly approved HubSpot changes, consent decisions isolated behind their own gate, and provider-safe execution evidence.

workflowgtm

GTM Outbound Sequence Preparation

A reviewed, project-voiced outreach sequence and send-readiness packet without sending it implicitly.

workflowgtm

GTM Pipeline Risk Review

An evidence-backed risk review with prioritized follow-up, owners, and uncertainty clearly separated from fact.

workflowsupport

Issue Investigation

An evidence-backed conclusion in the canonical support thread: verified issue, bounded uncertainty, expected behavior, or not a product defect.

workflowmedia buying

Landing Page And Creative Experiment

A launch-ready experiment that connects named variants, destination changes, tracking, guardrails, and one approved provider route.

workflowmarketing

Marketing Campaign Production

A coherent campaign package with approved messaging, generated assets, landing-page variants, a visual review, and a local evidence gallery.

workflowmedia buying

Media Buying Budget Reallocation Review

An evidence-backed budget recommendation, explicit approval boundary, and observation plan; mutations occur only when separately approved.

workflowmedia buying

Media Buying Campaign Launch

A provider-specific campaign plan that passes launch checks and creates external campaign objects only after approval.

workflowmedia buying

Media Buying Creative Variant Generation

A focused candidate set tied to an experiment hypothesis, with generation and provider upload kept behind separate approvals.

workflowmedia buying

Media Buying Performance Diagnosis

A source-linked diagnosis with ranked hypotheses, evidence gaps, and a recommendation for no change, budget review, creative work, or an experiment.

workflowcore

Project Memory Review

A bounded memory review that explains what the project knows, what remains uncertain, and the best next action.

workflowcommunications

Rich Telegram Reply

One Telegram reply whose text, media, buttons, and thread context match the approved response contract.

workflowseo

SEO Content Refresh

A focused page refresh with traceable changes, preserved useful content, and a verification plan.

workflowseo

SEO Keyword Research

A prioritized opportunity map that separates near-term article ideas, supporting clusters, evidence, and topics to avoid.

workflowcommunications

Telegram Callback Follow-Up

A context-aware follow-up that acknowledges the interaction and performs only the approved next action.

workflowseo

Website SEO Analysis

A source-ledgered site inventory, finding register, and prioritized roadmap that explains coverage and limitations without changing the website.