Get a new hire ready for day one
“When an offer is signed, ask IT, HR and the manager for their part, and chase anyone who's late.”
If the laptop won't arrive in time, Malleable tells Quinn in People ops the new date and asks for a plan B.
Malleable for operations
The follow-ups go out. You get back to the real work.
You shouldn't be the system the whole team runs on. Tell Malleable who to ask. It sends the requests, checks the replies and nudges whoever's late.
Start freeFree to start. No credit card.
Casey
MalleableMon 9:00 AMHi Casey, Store 9's inventory sheet is still missing. Can you drop it here today?
- MalleableTue 9:00 AM
Store 9 is one of 4 stores still missing. Friday's summary goes out at noon.
CaseyTue 2:47 PMHere it is
Store 9 inventory.xlsx- MalleableTue 2:48 PM
Thanks. Totals add up and it's in line with last week. Nothing else needed from you.
It did the reminding, not you.
Used by teams at
Be honest.
I’ve typed ‘no rush’ about something very rushed.
I check the shared sheet the way other people check the weather.
When I’m off, the process is off.
How many times did you type “just following up” this week?
Your week now
- Mon 9:12 am · You to CaseyHi! Just following up on Store 9's inventory sheet 🙏Seen. No reply.
- Wed 2:40 pm · You to DrewBumping this, the summary goes out FridaySeen. No reply.
- Fri 6:45 pm · You to AverySorry to chase again, can you send the W-9?Seen. No reply.
The same week with Malleable
Malleable- MalleableFri 9:00 AM
31 of 32 inventory sheets are in. One needs you: Store 14's count is 40% below last week. Send it as is, or ask for a recount?
Send as isAsk for a recount
Collect documents from vendors
1You type one sentence
“For every new vendor on the vendor sheet, get their W-9 and insurance certificate, check they're complete and current, and file them.”
That's the whole setup.
2Malleable draws the plan
Vendor documentsPlan: Ask for the W-9 and insurance certificate; Check they're complete and current; Ask again every three days; Ask Avery to take a look; File them and mark the vendor ready.
New row in the vendor sheet
excel
Ask for the W-9 and insurance certificate
Document request
Check they're complete and current
Read both documents
Expiry date check
Something's missing or expired
← Check they're complete and current
Ask again every three days
Follow-up email
Waiting on a person
A document looks wrong
← Check they're complete and current
Ask Avery to take a look
Needs input
Avery · Finance
Both are good
← Check they're complete and current
File them and mark the vendor ready
Vendor folder
Vendor sheet
↓ This step asks a person
Each box is one step
Want it different? Just say so.
3It follows that plan every time
- Mon 9:02DoneAsk for the W-9 and insurance certificate
Emailed Acme Supply for their W-9 and insurance certificate.
- Tue 2:10DoneCheck they're complete and current
Got both. Both are in date, but the tax ID on the W-9 doesn't match the one on the sheet.
- Tue 2:11Waiting on a replyAsk Avery to take a look
Asked Avery in finance which tax ID is right. Acme stays off the payment run until then.
What else you can hand off
What changed for them
"We save 30 hours a month, which by itself is dramatic for a small team. What's more important is that we now have the space to use our actual experience and give leadership guidance on what needs to happen. This lets us finally spend our time on the strategy we were actually hired to do."
"My favorite part of using Malleable is how easy it is to iterate on. I am not an engineer, and have previously been intimidated by complex LLMs. While Malleable uses them under the surface, the interface is simple and self-improving. It proactively drafted a change, explained it, and asked if I wanted to roll it out."
"Saved me so much time it's hard to believe. The workflow before Malleable feels like the stone age now."
"Streamlining our workflows used to mean building Rube Goldberg machines across automation tools, and any small change in a spreadsheet would break the whole thing. With Malleable, when something changes upstream, the workflow adapts."
Frequently asked questions
- What happens when it gets something wrong?
- Every run keeps a record of each step, so you can see what it did and why. If you notice something to improve, tell Malleable and it will update the process for next time.
- Which tools does it work with?
- Malleable works with thousands of tools, such as Airtable, Asana, Notion, Salesforce and Workday. The integrations page lists the most common.
- How do you keep our data safe?
- Malleable is SOC 2 Type II audited. Your data is encrypted in transit and at rest, and it is never used to train AI models. Malleable can only reach the tools you connect, and every run keeps a record of what it read and did. Our security page covers who can see what.
- What does it cost?
- Nothing to start: new accounts get free usage to try it, and you don't need a credit card. When you need more, the pricing page compares the Standard and Enterprise plans, or talk to us.
Friday, 6pm. Everything you asked for is in.
Pick one job. See its plan in minutes. Change any step by saying so.