Business expense tracker template
Google Sheets · Excel · CSV
Free templates · AI agents · Done-for-you setup
Start with a free template. Let an AI agent fill it in, in the ChatGPT, Claude, Gemini or Grok you already pay for. Or have us set it up for you.
Works with the AI you already pay for
and the apps your team uses:
Copy it, fill it in, done. Each one comes with an AI agent that does the job for you.
Google Sheets · Excel · CSV
Word · Google Docs
Google Sheets · Excel · CSV
Word · Google Docs
Google Sheets · Excel · CSV
Word · Google Docs
Word · Google Docs
Prospects, calls and follow-ups
Text back missed calls and log each job in a sheet
Build a B2B lead list with web research
Win back customers who have gone quiet
Keep your lead pipeline in a sheet from Gmail
Plan your LinkedIn outreach in a Google Sheet
Research a prospect before a sales call
Write the follow-up email, CRM update and tasks after every sales call
Turn your call notes into a proposal and scope of work
Prepare the sales handover for onboarding
Answer security questionnaires and RFPs from your approved answers
Draft a follow-up email for every quote with no response
Reply to quote requests faster and ask for the details you’re missing
Campaigns, discovery and outreach
See which businesses AI assistants like ChatGPT name for your buyers’ questions
Adapt approved content for selected channels
Prepare a customer story for approval
Check an email campaign before sending
Find what’s missing from a creative brief before you start
Refresh an old blog post with approved facts
Requests and customer answers
Answer customer questions from your FAQ, prices and policies
Sort feature requests and feedback into themes for the product team
Draft a customer incident update from approved facts
Tell each customer when their bug is really fixed
Draft an order-status reply from checked facts
Check help articles against real searches
Clear documents from your notes
Write a clear work request
Find documentation that needs an owner review
Draft release notes from confirmed changes
Visuals and audio from a brief
Turn an article into a matching cover, illustrations and carousel
Clean a caption file and flag playback checks
Turn design feedback into a revision list
Turn your notes into a deck-ready slide storyline
Plan interview selects from a transcript
Inbox, meetings and processes
Sort your inbox every morning and draft replies in your voice
Find deadlines buried in your emails and put them on your calendar
Draft a small event’s running order
Keep agreed meeting actions in one review list
Write an SOP from how you actually do the task
Prepare a supplier renewal review
Compare supplier quotes on the same basis
Prepare a brief for tomorrow's meetings
Records, invoices and reports
Build a 13-week cash flow forecast from your bank balance, invoices and bills
Turn invoices, bills and PDF bank statements into spreadsheet rows
Find every subscription and recurring bill you’re paying
Reset a month-end close checklist
Review expense categories and flag exceptions
Prepare a clear list of missing receipts
Review payment-to-invoice matches
Draft variance commentary from checked figures
Answers with sources you can check
Compare competitor evidence for one decision
Build traceable themes from interview notes
Write customer interview questions that don’t lead the answer
Review survey questions before a small pilot
What your numbers show
Review data mapping before merging files
Clean a messy spreadsheet without losing real data
Find out why two reports show different numbers
Priorities, plans and updates
Turn feature requests into acceptance examples
Compare feature requests in a trade-off brief
Write my weekly project update from Slack, email and the board
Turn retrospective notes into one experiment
Time off, hiring and onboarding
Track job applicants in a sheet from Gmail
Keep a PTO tracker in Google Sheets from time off emails
Answer staff questions from your employee handbook, with the policy section cited
Check new hire onboarding readiness before the start date
Prepare a one-to-one agenda and action log
Draft a job description from confirmed duties
Every setup guide is written from each AI’s own docs, with the date we last checked them.
OpenAI
59 setup guides
Anthropic
18 setup guides
Anthropic
36 setup guides
Google, formerly Spark
32 setup guides
xAI
35 setup guides
Anthropic
5 setup guides
OpenAI
32 setup guides
Meta
18 setup guides
OpenAI
1 setup guide
Anthropic
1 setup guide
4 setup guides
OpenClaw Foundation
7 setup guides
Nous Research
7 setup guides