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.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson


For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.