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Small business · Example workflow

Build next week’s staff schedule

Fit time-off requests, shift rules, and busy hours into a schedule you approve.

Example request

Build next week’s staff schedule for our two locations. Use the availability and time-off requests staff sent by email, the shift rules in our handbook (nobody closes and then opens the next morning, and at least two people work weekend mornings), and last month’s busy hours from the sales export in Google Sheets. Flag the shifts I cannot cover and draft the schedule message.

How the agent works through it

  1. Collect availability and time-off requests from email.
  2. Build a schedule that follows your shift rules and busy hours.
  3. Flag coverage gaps and draft the message to staff.

What comes back

A draft schedule for both locations, with open shifts clearly marked.

What needs your approval

You approve the schedule before staff see it and decide how to cover the gaps.

Sharing with others

Each location manager can adjust their shifts in the same task.

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