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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

WorkflowCategoryGoalDifficultyKPI
Food Delivery Commission Impact on Item PricingF&B OperationsCost ReductionEasy · P2Delivery channel margin
Freight Quote Fast-Response Template SystemLogistics & DeliveryGrowthEasy · P2Quote turnaround time
Frozen vs Fresh Sourcing Cost ComparisonF&B OperationsCost ReductionEasy · P2Ingredient cost
Fuel Cost Change Surcharge RecalculationLogistics & DeliveryCost ReductionEasy · P2Margin per trip
Gift With Purchase Cost-Benefit CheckRetail & POSCost ReductionEasy · P2Incremental margin
Google and Food App Review Response DraftingF&B OperationsGrowthEasy · P2Review response time
Google Review Generation Ask FlowCustomer Retention & LoyaltyGrowthEasy · P2Reviews per month
Health Inspection Readiness Self-CheckF&B OperationsRiskEasy · P2Inspection grade
Health Screening Package Design and PricingHealthcare & ClinicsGrowthMedium · P2Package uptake
Holiday Programme Design and PricingEducation & Training CentresGrowthEasy · P2Holiday programme revenue
Hourly Sales Pattern Staffing AlignmentRetail & POSCost ReductionEasy · P2Labour cost percentage
Hygiene Standard Checklist for Audit ReadinessCustomer Retention & LoyaltyRiskEasy · P2Audit readiness
Incoming Material QC Checklist BuilderManufacturing & QualityRiskEasy · P2Incoming defect escapes
Ingredient Substitution Decision When Stock Runs OutF&B OperationsProductivityEasy · P2Items pulled off the menu
Insurance Claim Documentation PreparationAutomotive, Workshops & Field ServiceCash FlowMedium · P2Claim approval turnaround
Kitchen Opening and Closing Checklist BuilderF&B OperationsProductivityEasy · P2Opening errors
Landlord Monthly Update Report DraftingReal Estate & Property ServicesGrowthEasy · P2Landlord retention
Last-Mile Partner Performance ScorecardLogistics & DeliveryProductivityEasy · P2Partner delivery success rate
Listing Description Drafting From Property FactsReal Estate & Property ServicesGrowthEasy · P2Listing enquiry rate
Local Competitor Price Check RoutineRetail & POSGrowthEasy · P2Price competitiveness
Locum Arrangement Briefing PackHealthcare & ClinicsProductivityEasy · P2Locum onboarding time
Loyalty Member Win-Back Message SeriesRetail & POSGrowthEasy · P2Member reactivation rate
Machine Downtime Log Analysis and Action PlanManufacturing & QualityCost ReductionEasy · P2Downtime percentage
Make-Up Class Policy DraftingEducation & Training CentresRiskEasy · P2Make-up dispute count
Material Delivery Schedule vs Site Readiness CheckConstruction & Project DeliveryProductivityEasy · P2Material double-handling
Material Price Fluctuation Clause DraftingConstruction & Project DeliveryRiskMedium · P2Price escalation exposure
MC Issuance Policy Communication for EmployersHealthcare & ClinicsRiskMedium · P2Employer dispute count
Mechanic Skill Gap and Training PlanAutomotive, Workshops & Field ServiceProductivityEasy · P2Jobs turned away
Medical Supply Purchase Comparison RoutineHealthcare & ClinicsCost ReductionEasy · P2Supply cost
Membership Renewal Timing and Offer DesignCustomer Retention & LoyaltyGrowthEasy · P2Membership renewal rate
Menu Item Food Cost Recalculation After Price ChangesF&B OperationsCost ReductionEasy · P2Gross margin per item
Monthly Best and Worst Seller Menu ReviewF&B OperationsGrowthEasy · P2Menu profitability
Multi-Outlet Stock Transfer Decision HelperRetail & POSProductivityMedium · P2Stock utilisation
Neighbour Complaint Response and Mitigation PlanConstruction & Project DeliveryRiskEasy · P2Complaint escalation count
New Intake Season Marketing CalendarEducation & Training CentresGrowthEasy · P2New enrolments per intake
New Launch Project Comparison for InvestorsReal Estate & Property ServicesGrowthEasy · P2Investor decision speed
New Menu Item Launch Copy in BM and EnglishF&B OperationsGrowthEasy · P2New item sales in week one
New Outlet POS Setup ChecklistRetail & POSProductivityEasy · P2Setup completeness
New Patient Registration Flow SimplificationHealthcare & ClinicsProductivityEasy · P2Registration time
New Product Line Trial Success Criteria SettingRetail & POSGrowthEasy · P2Trial decision speed
New Product Trial Run Planning PackManufacturing & QualityGrowthEasy · P2Trial-to-production time
No-Show and Late Cancellation Policy DraftingCustomer Retention & LoyaltyRiskEasy · P2No-show rate
Old Parts Return Policy CommunicationAutomotive, Workshops & Field ServiceRiskEasy · P2Parts dispute count
Open House Preparation and Follow-Up PackReal Estate & Property ServicesGrowthEasy · P2Open house conversions
Operator Work Instruction Drafting With PhotosManufacturing & QualityProductivityEasy · P2Training time
Outlet Daily Cash Variance Investigation HelperF&B OperationsRiskEasy · P2Unexplained variance
Overtime vs Additional Shift Cost ComparisonManufacturing & QualityCost ReductionEasy · P2Labour cost per unit
Owner Price Expectation Alignment Conversation PrepReal Estate & Property ServicesGrowthEasy · P2Listings priced at market rate
PA System and In-Store Announcement ScriptsRetail & POSGrowthEasy · P2Promotion awareness
Panel Application to New Corporates DraftingHealthcare & ClinicsGrowthEasy · P2New panel appointments
Panel Company Claim Submission ChecklistHealthcare & ClinicsCash FlowEasy · P2Claim rejection rate
Parent Progress Update Message DraftingEducation & Training CentresGrowthEasy · P2Parent engagement
Part-Time Teacher Recruitment and ScreeningEducation & Training CentresProductivityEasy · P2Qualified applicant rate
Parts Supplier Price and Availability ComparisonAutomotive, Workshops & Field ServiceCost ReductionEasy · P2Parts cost
Patient Feedback Response Drafting With CareHealthcare & ClinicsGrowthEasy · P2Feedback response time
Payment Method Mix and Fee Cost ReviewRetail & POSCost ReductionEasy · P2Payment fees per sale
Payment Milestone Structure Design for ContractsConstruction & Project DeliveryCash FlowEasy · P2Project cash position
Peak Hour Staffing Plan from POS Sales PatternsF&B OperationsCost ReductionEasy · P2Labour cost percentage
Peak Season Capacity Planning and Overflow PartnersLogistics & DeliveryGrowthMedium · P2Peak fulfilment rate
Post-Handover Client Care SequenceConstruction & Project DeliveryGrowthEasy · P2Referrals per project

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