Notes and knowledge

Google Sheets

The spreadsheet a CSV usually lands in.

Label the columns and the period. A draft may describe the sheet. It should not replace the formulas. Google Sheets is free with a Google account.

Free. Google Sheets is free with a Google account. Extra storage and admin controls sit on paid Workspace plans.

Vendor: Google. Pricing tier checked 2026-10-16.

Vendor site

Specifications that use Google Sheets

Sales · moderate

Review deals that have stopped moving

The pipeline looks busy because old deals are still open. Each stale deal is marked keep, close, or ask, with a reason taken from the export.

Gemini · Grok · Claude

Updated 16 Oct 2026

Sales · moderate

Compare two options for a buyer

A buyer asks which option to pick and the answer is rewritten from memory each time. The buyer gets a comparison that uses only the two descriptions you pasted.

Claude · Grok

Updated 16 Oct 2026

Sales · moderate

Score a list you already exported

Every name on a list looks equally urgent, so the week is spent on the loudest one. The sheet has a score and a reason for each row, using only the columns you defined.

ChatGPT · Grok · Claude

Updated 16 Oct 2026

Finance and admin · moderate

Write the week note on cash

The cash position is a feeling until someone pastes the balances into a sentence. A short note states the balances you pasted and does not forecast beyond them.

Gemini · Grok · Claude

Updated 16 Oct 2026

Finance and admin · advanced

Match a payout to the invoices it covers

Payouts arrive as one lump and the invoices they cover are reconstructed from memory. A table maps the payout to the invoice numbers in the source, or says the source does not balance.

ChatGPT · Grok · Claude

Updated 16 Oct 2026

Finance and admin · easy

Write the end-of-day note from the takings

The day ends and the takings are a screenshot nobody turns into a sentence. A note states the totals you pasted and the exceptions you typed.

ChatGPT · Grok · Claude

Updated 16 Oct 2026

Operations · moderate

List gaps in the job diary

The diary looks full until you need a gap, and then you scroll. A list of gaps uses the export, and you book nothing from the list.

ChatGPT · Grok · Claude

Updated 16 Oct 2026

HR · easy

Describe project hours for the client note

Client updates invent a story about hours instead of using the tracker. The note lists hours by project from the export and does not explain them away.

ChatGPT · Grok · Claude

Updated 16 Oct 2026

Operations · easy

Flag messy rows in a working sheet

Working sheets grow blank cells and duplicate keys, and the next formula trusts them. A list flags blank required cells and duplicate keys, and you fix the sheet yourself.

Gemini · Grok · Claude

Updated 16 Oct 2026

Operations · advanced

Log a scenario error on a sheet

Scenario errors are visible once and then only if you still have the email. The log row has the time, the scenario, and the error quote.

ChatGPT · Grok · Claude

Updated 16 Oct 2026

Operations · advanced

Log a Zap error on a sheet

Zap errors and scenario errors get mixed in the same inbox, so neither is counted. The log row is clearly a Zap, with the task id if it was in the source.

ChatGPT · Grok · Claude

Updated 16 Oct 2026

Finance and admin · moderate

Show where time was rounded

Rounded time is what the client hears, and the raw entries say something else. A list shows entries where the rounded figure differs from the raw one.

ChatGPT · Grok · Claude

Updated 16 Oct 2026