Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, Google Docs, and Skype. The current processes need to be restructured and organized in order to create a positive transition into an online Excel alternative.
Answer: If you’re looking for an online Excel alternative, I’d recommend setting up your workflow process using a tool like Airtable, Notion or Coda. Out of these three, Airtable will be the easiest for setting up integrations through Zapier, whilst Notion and Coda will do a good job in bringing together your spreadsheets and text in a customisable way. My only concern is wanting to use an online spreadsheet for your internal communication. Using this setup for project management will work but I’d recommend that you look into other channels for online communication. This may be informal chat channels, comments on project management items, notes on email threads or whatever is needed to allow collaborative work on tasks related to your business.
Question: I’m looking for a way to automate my team’s workflow processes without needing to code or manage complex systems. We have a variety of recurring tasks, like onboarding new employees, that require steps across multiple apps (Google Drive, Slack, etc.). Is there an easy-to-use automation tool that will handle these tasks and keep everything …
Question: I am looking to build a website which includes a payment & booking option but need help setting it up with the right software. I would like a ‘log in’ section for teachers & students where teachers can easily upload results from tutoring exams and the website would provide many statistics/charts to summarise the …
Question: Our company is in the electricity distribution and transmission space and we’re looking for a business analysis with Business Process Optimisation experience to give us advice on: Identifying Size of the Price Value Chain mapping Cycle time analysis Initiative Brief Development Maturity Assessments Consulting in Energy Answer: The client asked for this to …
Setting up workflows in an online spreadsheet
Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, Google Docs, and Skype. The current processes need to be restructured and organized in order to create a positive transition into an online Excel alternative.
Answer: If you’re looking for an online Excel alternative, I’d recommend setting up your workflow process using a tool like Airtable, Notion or Coda. Out of these three, Airtable will be the easiest for setting up integrations through Zapier, whilst Notion and Coda will do a good job in bringing together your spreadsheets and text in a customisable way. My only concern is wanting to use an online spreadsheet for your internal communication. Using this setup for project management will work but I’d recommend that you look into other channels for online communication. This may be informal chat channels, comments on project management items, notes on email threads or whatever is needed to allow collaborative work on tasks related to your business.
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