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.
480 workflows · 1920 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 |
| Negative Keyword Review | Digital Advertising | Growth | Easy · P1 | Wasted ad spend |
| Product Margin Analysis | Pricing & Profitability | Growth | Easy · P1 | Gross margin |
| Budget Reallocation | Digital Advertising | Growth | Easy · P1 | ROAS |
| Service Pricing Review | Pricing & Profitability | Growth | Easy · P1 | Contribution margin |
| Ad Fatigue Detection | Digital Advertising | Growth | Easy · P1 | CPA |
| Discount Approval | Pricing & Profitability | Growth | Easy · P1 | Discount leakage |
| Landing Page Alignment | Digital Advertising | Growth | Easy · P1 | Conversion rate |
| 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 |
| Break-Even Analysis Explanation | Pricing & Profitability | Growth | Easy · P1 | Break-even volume |
| Customer Profitability | Pricing & Profitability | Growth | Easy · P1 | Profit per customer |
| Remarketing Sequence | Digital Advertising | Growth | Easy · P1 | Return conversion |
| SKU Rationalisation | Pricing & Profitability | Growth | Easy · P1 | Profit per SKU |
| Promotion Profitability | Pricing & Profitability | Growth | Easy · P1 | Incremental margin |
| Quotation Profitability Check | Pricing & Profitability | Growth | Easy · P1 | Quote margin |
| RFQ Drafting | Procurement & Supplier Management | Cost Reduction | Easy · P1 | Procurement cycle time |
| Abandoned Enquiry Revival After 48 Hours | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Revived enquiry rate |
| Away Message and Greeting Setup That Sets Expectations | WhatsApp & Conversational Commerce | Growth | Easy · P1 | First-response satisfaction |
| Blocked-Risk Behaviour Audit for Your Account | WhatsApp & Conversational Commerce | Risk | Easy · P1 | Account health |
| BM-English Code-Switch Reply Guidelines | WhatsApp & Conversational Commerce | Productivity | Easy · P1 | Response quality |
| Broadcast List Segmentation Without Getting Blocked | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Broadcast block rate |
| Business Profile Optimisation for First Impressions | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Profile-to-enquiry rate |
| Catalog Setup and Product Description Drafting | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Catalog-driven enquiries |
| Customer Complaint De-Escalation Message Flow | WhatsApp & Conversational Commerce | Risk | Easy · P1 | Complaint escalation rate |
| Enquiry Response Time Improvement System | WhatsApp & Conversational Commerce | Growth | Easy · P1 | First response time |
| Festive Greeting Campaign Without Spamming | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Greeting response rate |
| Group vs Broadcast Decision Rules for Promotions | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Promo engagement rate |
| Label System Design for Lead Stages | WhatsApp & Conversational Commerce | Productivity | Easy · P1 | Lead follow-up rate |
| Multi-Staff Number Handover Protocol | WhatsApp & Conversational Commerce | Productivity | Easy · P1 | Dropped conversation count |
| Order Status Update Message Sequence | WhatsApp & Conversational Commerce | Productivity | Easy · P1 | Where-is-my-order contacts |
| Payment Confirmation and Receipt Message Flow | WhatsApp & Conversational Commerce | Productivity | Easy · P1 | Payment dispute count |
| Price Enquiry Response That Leads to Conversation | WhatsApp & Conversational Commerce | Growth | Easy · P1 | Price enquiry conversion |
| Process Mapping | Operations & Process Improvement | Productivity | Easy · P1 | Cycle time |
| Quick Reply Library Organisation by Enquiry Type | WhatsApp & Conversational Commerce | Productivity | Easy · P1 | Response time |
| Quotation Comparison | Procurement & Supplier Management | Cost Reduction | Easy · P1 | Purchase savings |
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