Does team have any SOPs or workflow templates they'd be willing to share?

Jewell Sutton
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January 28, 2025

Hello all, I am new to my company, and my role is new to marketing department.

First order of business is to create a toolkit with SOPs and workflows. Wondering if who may feel comfortable sharing their preferred templates with me?  Thank you!

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Trish Morrison
Contributor
February 3, 2025

I'd be interested in this as well.

Kristen Roth
Community Manager
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February 11, 2025

Hi @Jewell Sutton ! I'm wondering what kinds of workflows and templates you might be looking for, specifically. 🤔

We do have templates available in Confluence and Jira for marketers that might fit what you're looking for! You can find those here:

Hope those help as a starting point!

Jewell Sutton
I'm New Here
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February 12, 2025

Thanks Kristen. Those links are somewhat helpful but I'm new to Jira. I'd like to understand if there are automated workflows created for email campaigns, videos with steps for example. And although I know we'll likely build those once we get an account rep assigned to us, it be great to see what is currently existing or used by others if possible.

Tx,

Jewell

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