⚑ Category 4 of 4

Productivity & Workflow

General productivity tools for all business professionals. Calendar sync, email templates, meeting notes, time tracking, and moreβ€”all in Excel and Outlook.

12
Products
1
Available Now
$25-75
Per user/mo

Tools That Work the Way You Work

Productivity tools built in Excel and Outlookβ€”no new software to learn.

πŸ“§

Email Template Manager

Templates & Mail Merge

Manage email templates in Excel. Mail merge with any data source. Send via Outlook or Gmail.

  • Template library
  • Mail merge
  • Performance tracking
  • A/B testing
πŸ“

Meeting Notes Sync

Notes & Action Items

Capture meeting notes with structured fields. Auto-extract action items. Create tasks in Outlook/Todoist.

  • Structured notes
  • Action extraction
  • Task creation
  • Follow-up tracking
πŸ‘₯

Contact & Relationship Manager

Personal CRM

Unified contact database in Excel. Sync from Outlook, Google, LinkedIn. Smart follow-up reminders.

  • Contact sync
  • Relationship tracking
  • Follow-up reminders
  • Interaction history
🧾

Expense Report Bridge

Expense Automation

Create expense reports in Excel. Auto-categorize from receipts. Submit to Concur, Expensify, or SAP.

  • Receipt OCR
  • Auto-categorization
  • Policy compliance
  • Multi-system export
⏱️

Time Tracking Bridge

Billable Hours

Track time in Excel. Sync to billing systems like BigTime, Harvest, or custom databases.

  • Time entry in Excel
  • Billing system sync
  • Project allocation
  • Utilization reports
πŸ“„

Document Version Tracker

Cross-Platform Versions

Track document versions across SharePoint, Box, and local drives. Compare changes visually.

  • Version tracking
  • Change comparison
  • Approval workflows
  • Audit trail
🎯

Goal & OKR Tracker

Objective Tracking

Track OKRs and goals in Excel. Roll up team progress. Integrate with HR systems.

  • OKR framework
  • Progress tracking
  • Team rollups
  • HR integration
πŸ“¦

Inventory & Asset Tracker

Asset Management

Track inventory and assets in Excel. Barcode scanning. Depreciation calculations.

  • Asset tracking
  • Barcode support
  • Depreciation calc
  • Location tracking
πŸ“Š

Survey Response Manager

Survey Data

Pull survey data from SurveyMonkey, Typeform, Google Forms into Excel for analysis.

  • Multi-platform pull
  • Auto-refresh
  • Analysis templates
  • Trend tracking
πŸ“±

Social Media Content Planner

Content Calendar

Plan social media content in Excel. Schedule posts to Buffer, Hootsuite, or native platforms.

  • Content calendar
  • Multi-platform
  • Asset management
  • Performance tracking
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Subscription Tracker

SaaS Spend

Track all SaaS subscriptions. Renewal alerts. Usage analytics. Consolidation recommendations.

  • Subscription inventory
  • Renewal alerts
  • Usage tracking
  • Cost optimization

Boost Your Productivity

Start with Calendar Sync Proβ€”available now. More tools coming soon.