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.
In this series, we’ll look at how a Notion consultant would plan out the first month of work with a client based on their Notion job requirements. Job Requirements I am looking for a skilled professional to create a workflow in Notion that will enable me to track planning for events. The workflow should include …
How to Set Up a Stellar LinkedIn Profile LinkedIn has evolved from a simple professional networking site to a powerful platform for personal branding, job hunting, and business development. Setting up a LinkedIn profile might seem straightforward, but you need to go beyond the basics to truly stand out and make an impact. In this …
Question: I am running an Airbnb business, since I need a team work software, I tried Asana. But it will be more helpful if it can automatically generate cleaning tasks from Airbnb calendar. Since we need to inform cleaners to do cleaning every time when the guests check out. Do you know any other software …
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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In this series, we’ll look at how a Notion consultant would plan out the first month of work with a client based on their Notion job requirements. Job Requirements I am looking for a skilled professional to create a workflow in Notion that will enable me to track planning for events. The workflow should include …
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