Workflow toolkit

Plan the work before you automate it

This page offers a free ZIP toolkit including five planning templates plus a local browser planner available in English and Spanish. Simply unzip the file and open the HTML planner in your browser. There is no signup required, no AI calls, and no connections to your business systems—everything runs privately on your machine.

Download free toolkit

How to Use

Download ZIP

Click the download button to save the toolkit archive to your computer.

Unzip locally

Extract the files from the ZIP folder to your preferred local directory.

Open HTML file

Open the browser-based planner, work through the questions, and save your progress.

Export results

Download your final planning results before closing the browser window.