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.

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

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

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

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.