Practical guides
Start with what you have. Finish with something that works.
These are not articles about why your process is broken. Each guide starts with an ordinary situation—work in WhatsApp, data in a spreadsheet, transactions in an accounting export—and takes you through the exact setup to a usable result.
01
Ready to use
Move a WhatsApp-based process into Google Forms and Sheets
Replace requests scattered through a chat with one simple intake form, a usable work register and a first weekly summary.
- Finish with
- A working request-capture process
- Time
- About 60–90 minutes
- Cost
- No paid software required
Start the guide →02
Ready to use
Build your first sales dashboard from the data you already have
Turn your sales export into a checked dashboard that updates each month, in Google Sheets or with an AI workspace.
- Finish with
- A checked, refreshable sales view
- Time
- 90–120 minutes, then about 10 minutes a month
- Cost
- Free route: no paid software. AI route: Claude Pro or ChatGPT Plus
Start the guide →03
Ready to use
Turn transaction data into a cost report that shows where the money is going
Create a management mapping over existing accounting data so hidden acquisition, renewal and central costs become visible.
- Finish with
- A mapped management-cost report
- Time
- About 2–3 hours, then about 15 minutes a month
- Cost
- Free route: no paid software. AI route: Claude Pro or ChatGPT Plus
Start the guide →04
In preparation
Set up your personal command centre
An AI workspace that knows how you work: your commitments in one place and a morning brief that is a plan, set up in an afternoon.
- Finish with
- A command centre that plans your day
- Time
- In preparation
- Cost
- Confirmed before publishing
We will publish this only when every step has been tested.