Excel & Google Sheets
A spreadsheet, in either of the two forms most businesses already have. Nothing in this library needs a feature specific to one of them.
540 workflows · 2160 prompts
Why it matters here
Most Malaysian SMEs run their real operations in a spreadsheet long before they buy a system for it, and there is nothing wrong with that. These workflows are written to take a paste from one and hand you something you can paste back.
Set this up first
One sheet per thing you track, with the first row as headers and no merged cells. Merged cells are the single most common reason a paste comes back as nonsense.
Workflows that use Excel & Google Sheets
highest priority first
| Workflow | Category | Goal | Difficulty | KPI |
|---|---|---|---|---|
| Buyer Persona | Marketing Strategy | Growth | Easy · P0 | Campaign relevance |
| Ideal Customer Profile | Marketing Strategy | Growth | Easy · P0 | Qualified lead rate |
| Campaign Planning | Marketing Strategy | Growth | Easy · P0 | Campaign ROI |
| Cash Flow Forecast Commentary | Finance & Cash Flow | Cash Flow | Easy · P0 | Cash runway |
| Collection Message | Finance & Cash Flow | Cash Flow | Easy · P0 | Collection rate |
| Competitor Positioning | Marketing Strategy | Growth | Easy · P0 | Win rate |
| Overdue Invoice Prioritisation | Finance & Cash Flow | Cash Flow | Easy · P0 | Days sales outstanding |
| Value Proposition | Marketing Strategy | Growth | Easy · P0 | Conversion rate |
| Content Pillar Planning | Marketing Strategy | Growth | Easy · P0 | Content efficiency |
| Expense Categorisation | Finance & Cash Flow | Cash Flow | Easy · P0 | Bookkeeping time |
| Budget Variance Explanation | Finance & Cash Flow | Cash Flow | Easy · P0 | Budget variance |
| Channel Prioritisation | Marketing Strategy | Growth | Easy · P0 | CAC |
| Monthly Management Summary | Finance & Cash Flow | Cash Flow | Easy · P0 | Decision turnaround |
| Monthly Marketing Plan | Marketing Strategy | Growth | Easy · P0 | Marketing output |
| Ad Angle Generation | Digital Advertising | Growth | Easy · P0 | CTR |
| Campaign Post-Mortem | Marketing Strategy | Growth | Easy · P0 | ROI improvement |
| Margin Leakage Detection | Finance & Cash Flow | Cash Flow | Easy · P0 | Gross margin |
| Partnership Marketing | Marketing Strategy | Growth | Easy · P0 | Partner-sourced leads |
| Recurring Cost Review | Finance & Cash Flow | Cash Flow | Easy · P0 | Monthly operating cost |
| Search Ad Copy | Digital Advertising | Growth | Easy · P0 | Conversion rate |
| Creative Brief | Digital Advertising | Growth | Easy · P0 | Creative turnaround |
| Finance Anomaly Flag | Finance & Cash Flow | Cash Flow | Easy · P0 | Error detection time |
| Social Ad Copy | Digital Advertising | Growth | Easy · P0 | CTR |
| Working Capital Action Plan | Finance & Cash Flow | Cash Flow | Easy · P0 | Cash conversion cycle |
| AI Visibility Baseline Test Across Assistants | SEO & Local Search | Growth | Easy · P0 | Assistant mention rate |
| Negative Keyword Review | Digital Advertising | Growth | Easy · P1 | Wasted ad spend |
| Product Margin Analysis | Pricing & Profitability | Growth | Easy · P1 | Gross margin |
| Search Console Setup and First-Read Guide | SEO & Local Search | Productivity | Easy · P0 | Weeks to first useful search data |
| Budget Reallocation | Digital Advertising | Growth | Easy · P1 | ROAS |
| Search Console Query Mining for Content Ideas | SEO & Local Search | Growth | Easy · P0 | Content ideas from real demand |
| Service Pricing Review | Pricing & Profitability | Growth | Easy · P1 | Contribution margin |
| Social-to-WhatsApp Handoff Path Design | Social Media & Community | Growth | Easy · P0 | Social-sourced WhatsApp enquiries |
| What AI Says About Your Business — Accuracy Audit and Correction Plan | SEO & Local Search | Risk | Medium · P0 | Factual errors corrected |
| Ad Fatigue Detection | Digital Advertising | Growth | Easy · P1 | CPA |
| Bilingual Keyword Mapping in BM, English and Chinese | SEO & Local Search | Growth | Medium · P0 | Queries covered per language |
| Discount Approval | Pricing & Profitability | Growth | Easy · P1 | Discount leakage |
| Landing Page Alignment | Digital Advertising | Growth | Easy · P1 | Conversion rate |
| Local Conversion Tracking Setup for Calls, WhatsApp and Directions | SEO & Local Search | Growth | Medium · P0 | Tracked conversions per month |
| Organic Traffic Drop Diagnosis | SEO & Local Search | Risk | Medium · P0 | Time to identify cause |
| Platform Selection Decision for a Small Team | Social Media & Community | Productivity | Easy · P0 | Hours spent per channel that earns |
| Price Increase Communication | Pricing & Profitability | Growth | Easy · P1 | Retention after increase |
| Bundle Design | Pricing & Profitability | Growth | Easy · P1 | Average order value |
| Campaign Anomaly Analysis | Digital Advertising | Growth | Easy · P1 | Cost per lead |
| Click-to-WhatsApp and Click-to-Call Conversion Path Audit | SEO & Local Search | Growth | Easy · P0 | Enquiries per visit |
| NAP Consistency Audit Across Directories | SEO & Local Search | Growth | Easy · P0 | Listings with matching details |
| Organic Versus Paid Reality Check by Platform | Social Media & Community | Growth | Easy · P0 | Reach per posting hour |
| Social ROI Measurement Setup — Enquiries Not Impressions | Social Media & Community | Growth | Medium · P0 | Enquiries attributed to social |
| Trilingual Platform-Language Matching Plan | Social Media & Community | Growth | Easy · P0 | Engagement per language segment |
| Break-Even Analysis Explanation | Pricing & Profitability | Growth | Easy · P1 | Break-even volume |
| Customer Profitability | Pricing & Profitability | Growth | Easy · P1 | Profit per customer |
| Indexation Check — Why Your Page Is Not Showing | SEO & Local Search | Risk | Medium · P0 | Pages indexed |
| PM For Price Comment Response Strategy | Social Media & Community | Growth | Easy · P0 | Comment-to-message rate |
| Remarketing Sequence | Digital Advertising | Growth | Easy · P1 | Return conversion |
| Facebook and Instagram Live Selling Session Plan | Social Media & Community | Growth | Medium · P1 | Live session sales |
| Scaled Content Abuse Risk Self-Check | SEO & Local Search | Risk | Medium · P1 | Pages at risk |
| SKU Rationalisation | Pricing & Profitability | Growth | Easy · P1 | Profit per SKU |
| Advertising Claim Check for Health, Beauty and Food Posts | Social Media & Community | Risk | Medium · P1 | Claims published unverified |
| AI Crawler Access Audit | SEO & Local Search | Growth | Medium · P1 | Priority pages reachable |
| Answer-Capsule Rewrite for Extractability | SEO & Local Search | Growth | Easy · P1 | Pages cited by assistants |
| Comment-to-DM Conversion Flow | Social Media & Community | Growth | Easy · P1 | DM conversion rate |
Browse every tool, or by business function instead. New to this? Start here.