Union workflows
Use the language your local already uses.
Build separate phone flows for representation, stewardship, organizing, bargaining, education and member feedback.
Grievance intake
Collect member facts, worksite/unit, issue, key dates, CBA article if known, requested remedy or follow-up, and who should call back.
Open workflow →StewardsSteward reports
Give shop stewards one consistent way to log member contacts, employer conversations, repeat issues, open items and next steps.
Open workflow →Member voiceMember & bargaining surveys
Collect bargaining priorities, contract feedback, workplace concerns, meeting feedback and other rank-and-file input.
Open workflow →Union educationTraining & meeting sign-ups
Register members for steward training, orientation, workshops, meetings, town halls and union events.
Open workflow →OrganizingOrganizing intake
Capture workplace, contact preference, issue priorities, interest, best follow-up time and organizer notes.
Open workflow →WorksiteWorkplace incident reports
Capture a consistent first report from the floor: who, where, when, what happened, immediate concern and requested union follow-up.
Open workflow →Make it yours
Your local’s names, fields and routing.
One union may call it a “shop steward report.” Another may call it a “member issue form.” One local may route by bargaining unit; another by worksite, department, classification or assigned rep. The workflow should match the organization—not the other way around.
Bring the form you already use.
Paper, PDF, web form or spreadsheet—we can use it as the starting point for a phone-first version.