Custom web apps, built for youWeb apps built for you, in your own accounts, around the spreadsheets your team runs on.
Most popular
- Workflow appsTrackers and forms that run one job.
Supplier certificates
Supplier Flag Supplier 018 30 days Supplier 042 30 days Supplier 007 60 days Supplier 031 90 days Example · made-up data - AutomationsReminders and hand-offs that run on their own.
Missing-document reminder
OnWhen
Every weekday at 8 a.m.If
Deadline is within 14 days and 1 more
Then
Email the client a list of what's missing and 1 more
Example · made-up data - DashboardsYour weekly numbers on one screen.
Quotes and orders this month
- Quotes sent
- 48
- Turned into orders
- 19
- Orders running late
- 3
Orders by week
Orders by week: a bar chart. Highest: Wk 4. Lowest: Wk 1.
Example · made-up data - Client portalsOne place for clients to send files and check status.
Client portal
Client 0187 · Year-end pack
3 of 5 complete
- Year-end stock countReceived
- Asset listMissing
- Signed engagement letterMissing
Example · made-up data
Capabilities
Connects with the tools you already use
- Google SheetsSpreadsheets
- Microsoft ExcelSpreadsheets
- GmailEmail
- OutlookEmail and calendar
- Slack®Team chat
- QuickBooks®Accounting
- XeroAccounting
- SalesforceCRM
- Procore®Construction management
- AirtableDatabases
- NotionDocs and wikis
- DropboxFile storage
- ClaudeAI models (Anthropic)
- OpenAIAI models
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