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Focused Quote Follow-Up Workflow — Demo Module
This five-step workflow moves a quote from sent status to follow-up scheduling, a prioritized daily list, human review of the message draft, and a final status update. It is designed to improve follow-up consistency without requiring a full CRM replacement.
Part of an independent spreadsheet workflow demo using sample data.
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Obviously automated
Excel PivotTable — Sales Summary
Client had raw sales data (14 rows across UK/USA, split by quarter) and needed it turned into something actually usable. I cleaned it up and built a PivotTable that breaks total sales down by rep and country, with grand totals for both.
What I did:
Structured the raw data into a proper table (consistent headers, currency formatting)
Built a PivotTable summarizing Sum of Sales by Last Name and Country
Used SUMIFS so the totals update automatically if the source data changes — nothing hardcoded
Checked every formula for errors before delivery
Delivered as a working .xlsx file, ready to plug into a bigger report or dashboard.
If you've got messy sales/ops data sitting in a spreadsheet and need it turned into something you can actually read at a glance, this is exactly the kind of thing I can help with.
Automated a manual Google Sheets → Slack workflow to eliminate repetitive data entry and give the team instant notifications.
Previously, new data had to be manually checked, processed, and shared across the team — slow and easy to miss. I built a Make.com scenario that:
Watches Google Sheets for new/updated rows
Processes and routes the data through a router based on conditions
Creates corresponding Trello cards for task tracking
Logs processed records back to Google Sheets
Sends real-time Slack notifications so the team is instantly updated
Result: What used to be manual checking and updating is now fully automated — saving hours weekly and removing room for human error.
Tools: Make.com, Google Sheets, Trello, Slack
wow love this