Setting Up Floutwork – Client Reporting Workflow

by Brian Chappell

To set up Floutwork for creating reporting workflows for different clients, follow these step-by-step instructions:

Create a New Profile for Each Client:

  • Open Floutwork and navigate to the Profiles section.
  • Click on “Create New Profile” and give it a name corresponding to your client.
  • Repeat this step for each client you work with.

Create App Tabs for Tracking:

  • Within each client’s profile, click on the “Add App Tab” button.
  • Select the relevant apps or sources you need to track for that client’s reporting, such as Google Sheets, Excel, Data Studio, Tableau, etc.
  • This vertical approach allows you to have all the necessary information in one place, making it easier to track progress and gather data.

Set Up Monthly Recurring Tasks:

  • In your main profile, navigate to the Tasks section.
  • Click on “Add Task” and create a monthly recurring task for each client’s reporting.
  • Set the due date at the beginning of each month to ensure timely completion.
  • Add any specific instructions or requirements for each task.

Segment Your Day for Reporting:

  • In your main profile, go to the Calendar section.
  • Segment your day by allocating dedicated time for reporting tasks.
  • Prioritize these tasks at the beginning of each day to ensure they are completed promptly.
  • This approach helps you stay organized and focused on client reporting.

By following these steps, you can effectively use Floutwork to create a structured reporting workflow for your different clients.

Posted in Workflows

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