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I need a single, easy-to-maintain workspace—built in Google Sheets and any no-code tools you feel are essential—that lets my social media agency keep every task, teammate and client visible in one view. Our biggest pain-point is tracking team workflows, so the heart of the build must be a clear pipeline that handles task assignment and records progress updates automatically. Here is how I picture it working: • Each department enters its daily activity in a simple form or protected sheet. • Those entries feed a master dashboard that rolls up the data, shows workload by teammate and client, and pushes out a concise weekly summary I can review at a glance. • Status changes trigger colour-coded queues so everyone sees what still needs attention before the next hand-off. I don’t mind whether you rely purely on Sheets formulas, App Script, Make, Zapier, Glide, or a mix—as long as the result is low-code enough for us to tweak later. Give me: 1. A linked set of Sheets (or equivalent tables) ready for real-time collaboration. 2. An automated weekly summary report. 3. Clear instructions or short loom videos so my team can onboard themselves. If you can future-proof the structure so client management and content approval modules could slot in later, that’s a bonus, but right now the deliverable is a rock-solid workflow tracker that makes weekly performance crystal-clear.
Project ID: 40470077
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10 freelancers are bidding on average ₹1,931 INR for this job

I am a Noida based Excel & VBA Automation Expert with an MBA and 10+ years of experience delivering smart solutions to global clients (eg. Decathlon, E&Y, Schindler). I’ve successfully completed 100+ projects (4.9★ rating), helping businesses save time, reduce errors, and boost efficiency. I can create excel based automation tool to manage team workload along with generating reports as per your requirements mentioned in the project description. Please have a look at my project portfolio to have a better understanding of my experience. Lets chat and discuss the details further. Looking forward to working with you!
₹6,000 INR in 3 days
5.7
5.7

Having worked extensively with Google Sheets, automation, and data visualization, I believe I am the best fit for your workflow system project. My proficiency in handling diverse data tasks—from formatting and manipulation to creating intelligent forms—will ensure that every department's daily activity is well-structured and inputted accurately in a way that suits everyone on your team. These capabilities are paralleled by my knack for simplicity, ensuring that the final product will be easy-to-understand and user-friendly for future use—even if teammates change over time. Regarding project transparency, I embrace real-time collaboration tools which I have mastered throughout my career—including Google Sheets. This skill enables me to effectively set up linked Sheets for seamless collaboration and makes possible automated weekly summary reports so you can monitor performance at a glance. In addition, I delight in giving clear instructions to ensure smooth onboarding for your team members which can come through loom videos or succinctly written guidelines. In conclusion, by choosing me, you are partnering with a detail-oriented professional who is highly proficient in Excel and Google Sheets functionalities. I am not only ready to meet your now prioritized needs but also to future-proof this excellent workflow structure for potential Vertices of client management and content approval modules. Let's transform your social media agency's workflow experience together!
₹5,050 INR in 1 day
4.4
4.4

Your biggest challenge isn’t building a Google Sheets dashboard it’s designing a workflow system that stays clean as multiple teammates, clients, and task updates start hitting it at the same time without breaking structure or turning into spreadsheet chaos. That data architecture layer is where most agency trackers fail. It’s also exactly what I do. Here’s what I’ll build for you 1 A centralized Google Sheets workspace acting as the core database with properly structured tables for tasks, teammates, clients, status tracking, and department-level inputs 2 Simple intake layer using Google Forms or lightweight no-code tools so each department can submit daily activity without touching the master sheet directly 3 Automated workflow engine using Google Apps Script and/or Make/Zapier to sync updates, trigger status changes, and maintain a real-time pipeline view with color-coded task states and workload distribution 4 A live master dashboard that shows workload per teammate, client activity, bottlenecks, and weekly performance summaries generated automatically and sent to you in a clean digest format You’ll also get a fully documented setup including sheet structure, automation logic, trigger points, and maintenance instructions so your team can manage it independently without technical help. I’d like to quickly understand your current team structure and workflow stages so I can map the cleanest pipeline design before building. Warm Re
₹1,050 INR in 7 days
2.3
2.3

As an experienced full-stack developer, I am confident in my ability to create an effective workflow management system tailored specifically for your social media agency. With my extensive knowledge of Google Sheets and other relevant tools like Zapier, I'll build you a low-code solution that addresses all your needs. My six years of experience crafting dynamic web applications and managing databases will ensure the robustness and efficiency of your system. Additionally, I have a firm grasp on data entry and visualization, both of which are crucial aspects for your project. I am skilled in creating clear and concise reports, automating tasks, and generating meaningful insights from large volumes of data. So not only will I provide you with the weekly summary report that you require, but I'll also develop an intuitive dashboard that excellently displays workload by teammate and client. Moreover, as someone fluent in English, I guarantee clear and effective communication throughout the project. Combined with my client-centric approach focused on delivering high-quality solutions, this ensures that your team can easily onboard themselves with the provided instructions or short loom videos. Future-proofing is another area where I excel; therefore, incorporating client management and content approval modules will be a seamless task. Hire me now so we can start transforming your team workflow pipeline into an efficient powerhouse!
₹1,500 INR in 3 days
1.8
1.8

Hello, I’d be a strong fit for this project. Building **Google Sheets–based workflow systems with automation, dashboards, and team visibility** is exactly the kind of operational setup I specialize in. I understand your core problem clearly: your agency needs a **single source of truth** where tasks, teammates, departments, and clients can all be tracked in real time without the workflow becoming difficult to maintain later. --- ## What I will build: ### Central Workflow System Using: • Google Sheets • Apps Script • Optional Zapier / Make integrations (low-code and easy to maintain) --- ## Core Features ### Team Workflow Pipeline ✔ Task assignment tracking ✔ Department-wise activity logging ✔ Status progression monitoring ✔ Color-coded workflow queues ✔ Client & teammate visibility --- ### Master Dashboard • Workload by teammate • Client-wise task overview • Pending / completed status tracking • Bottleneck visibility • Weekly performance summaries --- ### Automation • Automatic weekly summary generation • Status-triggered formatting & alerts • Form-based daily updates • Auto-rollups from department sheets into master dashboard --- ## Deliverables ✔ Linked Google Sheets workspace ✔ Automated workflow dashboard ✔ Weekly summary reporting system ✔ Clear onboarding instructions ✔ Loom walkthrough videos (if preferred)
₹850 INR in 1 day
0.2
0.2

Hi, I can build this as a simple Google Sheets workflow workspace for your social media agency. For the first milestone I will set up: - a task pipeline with department, teammate, client, priority, status, due date, and latest progress update; - protected input/update areas so each department can enter daily activity cleanly; - color-coded queues for overdue, blocked, ready-for-review, and next-handoff tasks; - workload views by teammate and client; - a weekly summary dashboard showing open work, blockers, due-this-week items, completed tasks, and high-priority follow-ups; - clear setup notes so your team can maintain the sheet without breaking formulas. I would keep the first version low-code and easy to edit. If you later want Make/Zapier/App Script notifications, I can structure the sheet so those modules can be added without rebuilding the tracker. I already have a starter workbook structure ready and can adapt it to your exact departments, teammates, clients, workflow stages, and weekly report fields within 1 day.
₹1,050 INR in 1 day
0.0
0.0

Hi there, I can build a rock-solid, automated workflow workspace entirely within Google Sheets to give your agency full visibility over tasks, teammates, and clients. By leveraging native Google Apps Script and advanced array formulas, I will keep your system completely lightweight, easy to maintain, and 100% free of ongoing subscription fees from external automation platforms like Zapier or Make. How the system will operate: Secure Input: Each department will log data via structured Google Forms or protected sheets, preventing accidental overwrites or formatting breaks. Master Roll-up: A real-time dashboard utilizing automated conditional formatting to instantly flag workloads by teammate/client and highlight bottlenecks via color-coded queues. Automated Summaries: A background Apps Script trigger that compiles data automatically every week and delivers a clean performance summary straight to your inbox. Deliverables: The fully linked, future-proofed Google Sheets architecture. A comprehensive, step-by-step text and visual markdown onboarding guide for your team (allowing them to self-onboard seamlessly without needing external videos). I can structure this with clean modular tables so you can easily slot in client management and content approval scripts down the line. Let me know if you are ready to see a basic layout schema! Best regards
₹600 INR in 1 day
0.0
0.0

Ballabgarh Faridabad, India
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Member since Apr 25, 2025
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