Templates

Start with a useful spreadsheet blueprint

Use a clear set of recommended columns and views as your starting point, then shape the app around your own data and process.

14 guides in this collection

Template

Need an Approval Workflow Template Your Team Will Actually Use?

Turn a request tracker into a real approval workflow template your team actually uses, with routing, sign-off, and status everyone can see.

approval workflow template invoice approval workflow

Template

A Google Sheets Budget Tracker Template Your Team Can Trust

Turn a budget spreadsheet into a real Google Sheets budget tracker template, with live spend, alerts before you're over, and a shared view everyone actually trusts.

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Template

Give Clients Their Own Login With a Client Portal Template

Turn a client tracker into a real client portal template your clients can log into directly, with status, files, and updates they can check themselves.

client portal template customer portal template

Template

Turn a Contact Sheet Into a Google Sheets CRM Template

Turn a contact sheet into a real Google Sheets CRM template your team actually uses, with pipeline stages, ownership, and activity tracking built in.

google sheets crm template crm template

Template

See Your Numbers Live With a Google Sheets Dashboard Template

Turn a spreadsheet into a real Google Sheets dashboard template with the numbers that matter visible at a glance, updated the moment your data changes.

google sheets dashboard template google sheets dashboard

Template

Search Records Instantly With a Google Sheets Database Template

Turn a spreadsheet of records into a real Google Sheets database template your team can actually search, with instant lookups, filtered views, and access you control.

google sheets database template google sheets database

Template

Turn an Onboarding Checklist Template Into a Live Tracker

Turn an onboarding checklist template into a real tracker your whole team can see, with task status, ownership, and progress that doesn't live in someone's inbox.

onboarding checklist template onboarding tracker

Template

An Expense Report Template Employees Actually Use

Turn an expense report template into a real submission app your team can actually use, with receipts, approvals, and reimbursement status in one place.

expense report template expense report template google sheets

Template

Google Sheets Inventory Management Template

Track stock levels, manage suppliers, and prevent stockouts with a Google Sheets inventory management template built directly on top of your Google Sheet.

google sheets inventory management template google sheets inventory template

Template

Never Lose a Lead Again With a Lead Tracker Template

Turn a lead spreadsheet into a real lead tracker template your team actually uses, with ownership, follow-up status, and a pipeline that doesn't live in someone's head.

lead tracker template lead tracking spreadsheet

Template

Know Where Every Order Stands With an Order Tracker Template

Turn an order tracker template into real order management software your whole team can rely on, with status, ownership, and visibility that doesn't live in one person's inbox.

order tracker template order tracking spreadsheet

Template

A Google Sheets Project Management Template That Updates Itself

Turn a project tracker spreadsheet into a real Google Sheets project management template your team actually uses, with task ownership, live status, and deadlines that don't get missed.

google sheets project management template project tracker template

Template

Rent Roll Template for Google Sheets

Turn a rent roll into a real tenant tracker your whole team can use, with unit status, rent due, and lease dates always current.

rent roll template Google Sheets template

Template

A Timesheet Template That Tracks Hours Automatically

Turn a timesheet template into a real time tracking app your whole team can use, with live hours, approvals, and reporting that don't depend on a spreadsheet someone forgot to fill in.

timesheet template timesheet template google sheets
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Find the guide closest to your workflow

Start with the workflow you already understand

Connect an approved spreadsheet and generate a focused first version in minutes. Your team can review the app before it becomes part of the process.