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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
Post-Treatment Care Message SequenceCustomer Retention & LoyaltyRiskEasy · P2Post-treatment complaint rate
Preventive Maintenance Calendar From Machine ManualsManufacturing & QualityRiskEasy · P2Unplanned downtime
Price List Restructure With Anchor ServicesCustomer Retention & LoyaltyGrowthEasy · P2Average ticket size
Price Tag and Promotion Compliance Sweep ChecklistRetail & POSRiskEasy · P2Pricing complaint count
Product Category Setup for Useful ReportsRetail & POSProductivityEasy · P2Report usefulness
Product Retail Attachment Script for TherapistsCustomer Retention & LoyaltyGrowthEasy · P2Retail attachment rate
Production Cost per Unit Recalculation After Input ChangesManufacturing & QualityCost ReductionEasy · P2Unit cost accuracy
Production Schedule Rebalancing After Rush OrderManufacturing & QualityProductivityMedium · P2On-time delivery
Project Cash Flow S-Curve PreparationConstruction & Project DeliveryCash FlowMedium · P2Cash gap visibility
Property Handover Checklist and Defect RecordingReal Estate & Property ServicesRiskEasy · P2Post-handover disputes
Rainy Day Footfall Drop Response PlaybookRetail & POSGrowthEasy · P2Rainy day sales
Ramadan Buffet or Set Menu Planning PackF&B OperationsGrowthEasy · P2Ramadan revenue
Raw Material Reorder Point RecalculationManufacturing & QualityProductivityEasy · P2Material stockout rate
Receipt Footer Marketing Message RotationRetail & POSGrowthEasy · P2Footer-driven returns
Referral Letter Drafting SupportHealthcare & ClinicsProductivityEasy · P2Referral turnaround
Rejection Rate Pattern Analysis by Line and ShiftManufacturing & QualityCost ReductionEasy · P2Rejection rate
Renovation Client Expectation Setting PackConstruction & Project DeliveryRiskEasy · P2Mid-project dispute count
Rental Renewal Negotiation PreparationReal Estate & Property ServicesGrowthEasy · P2Renewal close rate
Repair Estimate Explanation in Customer LanguageAutomotive, Workshops & Field ServiceGrowthEasy · P2Estimate approval rate
Retention Sum Release Follow-Up SequenceConstruction & Project DeliveryCash FlowEasy · P2Retention recovery time
Route Density Analysis for Delivery ZonesLogistics & DeliveryCost ReductionMedium · P2Cost per delivery
Seasonal Package Launch Copy in BM and EnglishCustomer Retention & LoyaltyGrowthEasy · P2Package sales
Service Reminder Sequence From Last Visit DataAutomotive, Workshops & Field ServiceGrowthEasy · P2Repeat service rate
Shelf Layout Change Plan from Sales DataRetail & POSGrowthEasy · P2Sales per shelf metre
Shrinkage Pattern Analysis from Stock CountsRetail & POSRiskMedium · P2Shrinkage rate
Sibling and Referral Discount Structure DesignEducation & Training CentresGrowthEasy · P2Referral enrolments
Site Progress Photo Report Assembly for ClientConstruction & Project DeliveryProductivityEasy · P2Client update time
Site Safety Toolbox Talk Topic GeneratorConstruction & Project DeliveryRiskEasy · P2Toolbox talk consistency
Site Team Daily Report StandardisationConstruction & Project DeliveryProductivityEasy · P2Reporting compliance
Slow Season Cash Preservation PlanRetail & POSCash FlowEasy · P2Slow season cash burn
Slow Weekday Promotion DesignCustomer Retention & LoyaltyGrowthEasy · P2Weekday utilisation
Slow-Day Promotion Design Within Margin LimitsF&B OperationsGrowthEasy · P2Slow-day revenue
Social Content Plan From Current ListingsReal Estate & Property ServicesGrowthEasy · P2Listing reach
Staff Meal Policy Cost Control DesignF&B OperationsCost ReductionEasy · P2Staff meal cost
Staff Permission Level DesignRetail & POSRiskEasy · P2Unauthorised action count
Stocktake Day Planning and Team BriefingRetail & POSProductivityEasy · P2Stocktake accuracy
Store Credit and Refund Policy DraftingRetail & POSRiskEasy · P2Refund dispute count
Store Opening Hour Adjustment AnalysisRetail & POSCost ReductionEasy · P2Sales per operating hour
Student Achievement Showcase Content PlanEducation & Training CentresGrowthEasy · P2Enquiry rate
Student Dropout Risk Early Warning SignalsEducation & Training CentresGrowthMedium · P2Student retention rate
Subcontractor Quote Comparison and LevellingConstruction & Project DeliveryCost ReductionEasy · P2Subcontract cost variance
Supplier Consignment Terms ComparisonRetail & POSCost ReductionEasy · P2Consignment margin
Supplier Corrective Action Request DraftingManufacturing & QualityRiskEasy · P2Supplier defect recurrence
Supplier Delivery Shortage Claim Message DraftingF&B OperationsCost ReductionEasy · P2Claim recovery rate
Table Turnover Time Analysis from POS DataF&B OperationsProductivityEasy · P2Table turnover time
Teacher Feedback Collection and SummaryEducation & Training CentresProductivityEasy · P2Teacher retention
Tenant Screening Question Set and Red FlagsReal Estate & Property ServicesRiskMedium · P2Tenancy default rate
Tender Bid-No-Bid Decision FrameworkConstruction & Project DeliveryGrowthEasy · P2Tender win rate
Therapist Commission Structure ComparisonCustomer Retention & LoyaltyProductivityMedium · P2Therapist retention
Tool and Equipment Tracking System SetupConstruction & Project DeliveryCost ReductionEasy · P2Tool loss rate
Tourist vs Local Customer Menu Communication SplitF&B OperationsGrowthEasy · P2Item conversion by segment
Towing Partner Arrangement and Referral FlowAutomotive, Workshops & Field ServiceGrowthEasy · P2Breakdown-to-job conversion
Treatment Package Utilisation Follow-UpCustomer Retention & LoyaltyGrowthEasy · P2Package redemption rate
Trial Class to Enrolment Conversion Follow-UpEducation & Training CentresGrowthEasy · P2Trial-to-enrolment rate
Tyre and Battery Stock Level PlanningAutomotive, Workshops & Field ServiceCost ReductionEasy · P2Stockout-driven lost sales
Upsell Recommendation Rules Without PushinessAutomotive, Workshops & Field ServiceGrowthEasy · P2Upsell acceptance rate
Vaccine and Stock Expiry Monitoring RoutineHealthcare & ClinicsCost ReductionEasy · P2Expired stock write-offs
Variation Order Cost Justification DraftingConstruction & Project DeliveryGrowthEasy · P2VO approval rate
Viewing Follow-Up Sequence by Buyer TemperatureReal Estate & Property ServicesGrowthEasy · P2Viewing-to-offer rate
Waiting Time Complaint Recovery ResponseHealthcare & ClinicsRiskEasy · P2Complaint escalation count

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