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 |
|---|---|---|---|---|
| Store Follower Growth Play | E-commerce Operations | Growth | Easy · P2 | Follower count |
| Subcontractor Agreement Essentials Checklist | Professional Services | Risk | Medium · P2 | Subcontractor dispute count |
| Utilisation Rate Review and Capacity Planning | Professional Services | Productivity | Medium · P2 | Utilisation rate |
| Voucher Strategy Design Without Margin Bleed | E-commerce Operations | Cost Reduction | Easy · P2 | Voucher-driven margin |
| Appointment Book Gap-Filling Last-Minute Offers | Customer Retention & Loyalty | Growth | Easy · P2 | Slot fill rate |
| Appointment No-Show Reduction Message Sequence | Healthcare & Clinics | Growth | Easy · P2 | No-show rate |
| Area Comparable Analysis Summary for Clients | Real Estate & Property Services | Growth | Easy · P2 | Client decision speed |
| Before-After Content Consent and Usage Flow | Customer Retention & Loyalty | Risk | Easy · P2 | Consented content pipeline |
| Beverage Attachment Rate Improvement Play | F&B Operations | Growth | Easy · P2 | Beverage attachment rate |
| Bundle Deal Design Within Margin Rules | Retail & POS | Growth | Easy · P2 | Average basket size |
| Buyer Loan Eligibility Pre-Check Conversation Guide | Real Estate & Property Services | Growth | Medium · P2 | Qualified viewing rate |
| Cash Float and Till Reconciliation SOP | Retail & POS | Risk | Easy · P2 | Till variance |
| Catering Enquiry Quotation Fast-Draft | F&B Operations | Growth | Easy · P2 | Quote turnaround time |
| Central Kitchen Production Schedule Draft | F&B Operations | Productivity | Medium · P2 | On-time outlet fulfilment |
| Centre Capacity and Room Utilisation Review | Education & Training Centres | Cost Reduction | Easy · P2 | Revenue per room hour |
| CIDB Grade Upgrade Readiness Assessment | Construction & Project Delivery | Growth | Medium · P2 | Upgrade readiness |
| Claim Handling SOP for Damaged Goods | Logistics & Delivery | Risk | Easy · P2 | Claim resolution time |
| Class Schedule Optimisation From Enrolment Data | Education & Training Centres | Cost Reduction | Easy · P2 | Room utilisation |
| Client Preference Record System Design | Customer Retention & Loyalty | Growth | Easy · P2 | Repeat visit rate |
| Client Progress Claim Preparation | Construction & Project Delivery | Cash Flow | Easy · P2 | Claim certification time |
| Client Win-Back Sequence After 90 Days Inactive | Customer Retention & Loyalty | Growth | Easy · P2 | Client reactivation rate |
| Clinic Assistant Task Rotation Schedule | Healthcare & Clinics | Productivity | Easy · P2 | Task coverage gaps |
| Clinic Opening Hours Demand Analysis | Healthcare & Clinics | Cost Reduction | Easy · P2 | Patients per operating hour |
| Co-Broke Arrangement Communication Templates | Real Estate & Property Services | Risk | Easy · P2 | Co-broke dispute count |
| COD Reconciliation Daily Routine | Logistics & Delivery | Risk | Easy · P2 | COD variance |
| Combo and Set Meal Margin Design | F&B Operations | Growth | Easy · P2 | Average order value |
| Continuous Improvement Backlog | Operations & Process Improvement | Productivity | Easy · P2 | Improvement throughput |
| Courtesy Update Messages During Long Repairs | Automotive, Workshops & Field Service | Growth | Easy · P2 | Status-call volume |
| Customer Audit Preparation File Assembly | Manufacturing & Quality | Risk | Easy · P2 | Audit findings count |
| Customer Complaint 8D Report First Draft | Manufacturing & Quality | Risk | Medium · P2 | 8D closure time |
| Customer Complaint About Pricing Response Scripts | Retail & POS | Growth | Easy · P2 | Complaint resolution rate |
| Customer Delivery Window Communication Templates | Logistics & Delivery | Productivity | Easy · P2 | Where-is-my-order contacts |
| Customer Vehicle History Record System | Automotive, Workshops & Field Service | Productivity | Easy · P2 | Repeat diagnosis time |
| Customs Documentation Checklist by Shipment Type | Logistics & Delivery | Risk | Medium · P2 | Customs clearance delays |
| Daily Fresh Ingredient Price Check via Supplier WhatsApp | F&B Operations | Cost Reduction | Easy · P2 | Ingredient cost per dish |
| Daily Prep List Generation from Yesterday's Sales | F&B Operations | Productivity | Easy · P2 | Prep waste rate |
| Daily Sales vs Target Gap Commentary | Retail & POS | Growth | Easy · P2 | Target hit rate |
| Dead Stock Identification and Clearance Plan | Retail & POS | Cost Reduction | Easy · P2 | Dead stock value |
| Deal Fall-Through Recovery and Pipeline Refill Plan | Real Estate & Property Services | Growth | Easy · P2 | Pipeline recovery time |
| Defect List Compilation and Rectification Tracker | Construction & Project Delivery | Productivity | Easy · P2 | Defect closure time |
| Delay Notice Drafting With Cause Documentation | Construction & Project Delivery | Risk | Easy · P2 | EOT approval rate |
| Delivery Platform Menu Sync Discrepancy Check | F&B Operations | Productivity | Easy · P2 | Menu sync accuracy |
| Detention and Waiting Time Charge Communication | Logistics & Delivery | Cash Flow | Easy · P2 | Detention charge recovery |
| Diagnostic Finding Explanation With Photos | Automotive, Workshops & Field Service | Growth | Easy · P2 | Repair approval rate |
| Discount and Void Pattern Audit for Leakage | Retail & POS | Risk | Easy · P2 | Leakage value |
| Driver Daily Trip Report Standardisation | Logistics & Delivery | Productivity | Easy · P2 | Reporting compliance |
| Driver Recruitment Ad and Screening Question Set | Logistics & Delivery | Productivity | Easy · P2 | Qualified applicant rate |
| End-of-Day Report Reading Routine | Retail & POS | Productivity | Easy · P2 | Daily decision speed |
| Energy Cost Reduction Opportunity Scan | Manufacturing & Quality | Cost Reduction | Easy · P2 | Energy cost per unit |
| Exam Season Parent Communication Pack | Education & Training Centres | Growth | Easy · P2 | Exam season retention |
| Expired Listing Owner Re-Approach Script | Real Estate & Property Services | Growth | Easy · P2 | Relisting win rate |
| Failed Delivery Root Cause Pattern Analysis | Logistics & Delivery | Cost Reduction | Easy · P2 | Failed delivery rate |
| Fast Mover Reorder Point Recalculation | Retail & POS | Productivity | Easy · P2 | Stockout rate |
| Fee Increase Announcement With Value Framing | Education & Training Centres | Growth | Easy · P2 | Retention after increase |
| Fee Reminder Sequence With Parent Sensitivity | Education & Training Centres | Cash Flow | Easy · P2 | Fee collection rate |
| Festive Season Buying Budget Allocation | Retail & POS | Cash Flow | Easy · P2 | Festive sell-through |
| Finished Goods Ageing and Disposal Decision | Manufacturing & Quality | Cost Reduction | Easy · P2 | Ageing stock value |
| Fleet Client Maintenance Contract Proposal | Automotive, Workshops & Field Service | Growth | Easy · P2 | Fleet contract wins |
| Fleet Maintenance Schedule From Mileage Logs | Logistics & Delivery | Risk | Easy · P2 | Unplanned downtime |
| Follow-Up Reminder System for Chronic Patients | Healthcare & Clinics | Growth | Easy · P2 | Follow-up attendance rate |
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