Quokka

Use Cases

One canvas. Every team that lives or dies by a workflow.

Quokka is deliberately generic where it counts. If your work is a series of steps, handoffs, and tools — you can map it here, and you can find what's ready for AI.

By function

Pick the team. The principles are the same; the workflows are specific.

GTM & Sales Ops

Map the lead-to-close pipeline. Find where reps lose time on data entry, manual research, or handoffs that AI can take over.

  • Lead capture → routing → SDR sequence → AE handoff → close
  • Outbound prospecting workflow with enrichment, sequencing, and reply triage
  • Renewal pipeline: usage signals → CSM outreach → quote → close

RevOps

Catalog every tool in the stack and the workflows it powers. Spot the duplicate tools, the orphaned steps, and the manual ETL that's begging for automation.

  • Lead scoring + routing logic across Marketo, Salesforce, Outreach
  • Quote-to-cash flow: configure → approval → contract → invoice
  • Forecast roll-up: rep input → manager review → CRO consolidation

Finance & Accounting

Diagram the month-end close cycle. Surface the bottlenecks — the steps where you wait on humans, paste between systems, or re-check the same numbers.

  • Month-end close: reconciliations, accruals, consolidations, reviews
  • AP workflow: invoice intake → coding → approval → payment
  • Revenue recognition: contract review → ASC 606 schedule → posting

Customer Success

Map onboarding handoffs and the renewal motion. Identify the touchpoints customers feel and the ones they don't — where AI can quietly handle the routine.

  • Implementation: kickoff → discovery → config → training → go-live
  • Health-score-driven outreach with automatic playbook triggers
  • Churn save: at-risk alert → investigation → exec sponsor → save plan

People Ops

From candidate → offer → onboard → first 30 days. Map the recruiting funnel and onboarding handoffs to spot the dead air that costs you new hires.

  • Recruiting: sourcing → screen → interview loop → debrief → offer
  • Onboarding: pre-boarding → day-1 → systems access → first project
  • Performance review cycle: self-review → manager → calibration → comp

Procurement & Vendor Mgmt

Map purchase requests, vendor onboarding, and renewals. The contract pipeline is full of steps AI can pre-summarize, pre-fill, and pre-flag.

  • PR → PO → invoice match → payment
  • New vendor onboarding: security review → DPA → MSA → setup
  • SaaS renewal: usage audit → negotiation → contract → finance

By industry

Different verticals, same problem: knowing which steps are ready for AI requires actually seeing the steps.

B2B SaaS

The original use case. Map your funnel, your renewals, your onboarding. Quokka was built by operators who lived this.

Financial Services

Long, regulated processes with hard handoffs — exactly what benefits most from a documented map before automating.

Manufacturing & Supply Chain

Quote-to-ship, supplier onboarding, quality processes. Where every minute counts and the critical path is the whole business.

Healthcare & Life Sciences

Patient-journey mapping, claims workflows, clinical-ops handoffs. AI-readiness assessment is mandatory before deployment.

Professional Services

Engagement lifecycle from sale to delivery to renewal. Make the invisible repeatable.

Your workflow is probably here.

Start with a blank canvas or one of our templates. Map a real process you own in 5 minutes.

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