Keep the spreadsheet. Lose the re-typing.
If your business runs on Excel, Google Sheets, email and WhatsApp, you may be able to improve the process without replacing the spreadsheet. A layer reads what comes in, prepares the entry for the sheet or the billing tool, and flags what a person must check.
Sound familiar?
This page is for businesses whose operations, orders, stock, bookings or accounts live in spreadsheets, with email and WhatsApp as the front door.
Typically
- Distributors, traders and wholesalers tracking orders and deliveries in sheets
- Service businesses managing bookings, quotes and invoices by email
- Finance and admin teams reconciling statements, invoices and payments by hand
Where it usually begins.
Each is a bounded pilot. Which actions wait for a person is agreed before it starts.
Enquiries into a tracking sheet
Emails and WhatsApp messages are read, the useful fields are extracted for your sheet, and a draft reply is prepared for someone to approve.
Invoices into the accounting tool
Supplier invoices and purchase orders are extracted, validated against rules you set, and prepared for the accounting tool. A person approves the entry during the pilot.
Follow-ups with clear reminders and ownership
When a row goes stale, a reminder or a draft chaser is prepared for a named owner. A person decides whether it goes out.
What we need from you
- A short description of the process: where items arrive, what gets typed where, who decides what
- Someone who can say what a correct entry looks like
- Once an assessment is agreed, sample rows and messages shared through a secure route we set up together
What you get
- One automated process connected to the tools you already have
- Approval rules agreed before the pilot: which entries a person approves, which rules validate automatically, and what is logged
- Measured results: handling time, correction rate and unresolved items before and after
- An operating guide your own staff can follow
After launch: who does what.
An operating guide names the owner, the review queue, the accounts involved and what to do when something fails.
Blend
- Support hours agreed in writing
- Monitoring of the review queue and running costs
- Changes scoped and quoted
Your team
- A named owner for the review tab
- Someone who keeps the connected mailbox and accounts current
- A weekly look at unresolved items in the first months
Before we begin.
Can Blend work with a business that runs on Excel and email?
Yes. Existing tools are assessed first and replacement is considered only if scope and constraints justify it. Typical first automations read incoming enquiries into a tracking sheet, extract invoice or order data for the accounting tool, and prepare follow-up reminders when a row goes stale. Which entries a person approves is agreed before the pilot starts.
Which actions need a person to approve them?
During a first pilot, consequential actions such as sending a message or writing to a business record wait for a person to approve them. After the evaluation, automatic actions can be agreed per action, with validation rules, logging and exception handling written into the scope. Our products have their own review settings, described on each product page.
Should I send example documents or spreadsheets with my enquiry?
Start with a short description of the process. If an assessment is the right next step, we agree how to share suitable sample data securely before anything is sent.
Which tools and systems does Blend work with?
The ones you already run: email, spreadsheets, accounting and billing tools, CRMs, WhatsApp, ERPs and files of every kind, including drawings and scans. Workflow platforms such as n8n where they fit, custom code where they do not, and the model provider that suits your data and residency needs. Each connection depends on what the tool and your account type allow, which we confirm during the assessment.
How long does a first engagement take?
An assessment of 1 to 2 weeks, then a pilot of about 4 weeks including its evaluation. Together that is usually 6 to 8 weeks. The total depends on scheduling, access readiness and integration complexity. Rollout is scoped separately after the evaluation.
Who owns the code and the solution?
Ownership, licences and handover are agreed before development starts. Bespoke code written for you is yours under the engagement agreement; third-party components keep their own licences, and infrastructure and accounts are arranged in scope.
Bring us the sheet that costs the most time.
We assess what you have first. Replacement is considered only if scope and constraints justify it.