This type of project can be used for customer retention (i have once created for a betting company and delivered good results) and can also be applied to the KYC process, where a team can request customer information and record it in one place. It helps reduce manual verification, improves turnaround time for bonus allocation, and ensures consistency in decision-making across teams.

Practical example

I have built online spreadsheets for customer support to record customers who are asking for goodwill bonuses. The spreadsheet has two sheets: one for customer support and the second for the operations team, who are responsible for adding the bonuses. The CS sheet includes columns such as the name of the CS agent, incident ticket number, customer ID, and criteria for bonus qualification. Once CS fills in those criteria using the drop-down filter, the last tab indicates whether the customer qualifies or not. If the customer qualifies, the customer information is automatically passed to the second sheet (this process is automated), allowing the responsible team to credit the customer without needing to verify on the customer support sheet.