7/11/25

Office Hours: I Almost Fired My Mom—Then This Workflow Tip Changed Everything

In this episode, Steve Drost shares a true story about nearly firing his mom—until one simple Quivr workflow field changed everything. Joined by Will Kaplan, the two dive into the power of the “Task Steps” box and how it transforms training, delegation, and consistency.

💡 Learn how to:

➡️ Turn workflows into training tools

➡️ Cut down repeated questions

➡️ Make onboarding easier and more scalable

This one user tip reshaped an entire firm—don’t miss it.

Next

What Does This Button Do?: Quivr's Support & Community Unpacked