Generous Work
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact
  • 0
workflow consultant airtable

Setting up workflows in an online spreadsheet

By Rich Peterson on July 4, 2019

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.

airtablecodanotionzapier
Posted in 🤔 Advice.
Share

Search Blog

PreviousOptions for booking & scheduling
NextAutomating workflow in a photography business

Related Posts

  • July 17, 2018

    What is web scraping & how would I use it?

    If you’ve ever had the task of copying & pasting information from a website, you’ll appreciate the benefits of using a web scraper.  A web scraper is software that collects data from a website in a structured way.  I’ll use an example to explain: You want to create a list of all the plumbers in …

  • workflow for photography business
    June 5, 2019

    Automating workflow in a photography business

    Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …

  • July 17, 2018

    Planning a website build

    There are a huge number of choices when it comes to ways to build your website. Whether you’re considering which way to build a new site or wondering if you’ve got the best option, you’ll find the information below helpful in “nailing and scaling” your website. Options!!! Your main options when building a website are: …

  • podio for patient records and health providers
    June 19, 2018

    How do I develop a web-based notes system for chiropractors and other health professionals?

    Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the …

  • 🏠 Home
  • 💁 Training
  • 📱Contact
  • © 2023 Website built with ♥ in 🇦🇺
  • Home
  • Service Packages
  • Training
  • Testimonials
  • 1%
  • Blog
  • Contact