Here are five Make scenarios I built and tested to organise information, reduce manual checking and turn spreadsheet data into useful email updates.
Each example starts with a familiar admin task and shows how I turned it into a clear, working process.
I created these scenarios using realistic sample data, then tested the filters, calculations and email outputs myself. They are demonstration projects, but the same approach can be adapted around a client’s own spreadsheets, tools and routines.
Finds every outstanding task in Google Sheets, formats the deadlines and sends one clear daily email—so nothing important gets buried in a spreadsheet.
One useful overview instead of repeated checks or separate emails.
Checks an invoice sheet for anything still marked unpaid, adds the amounts together and emails the latest outstanding balance.
Outstanding income is visible at a glance, with no manual calculations.
Groups individual expenses into categories, calculates each total and combines everything into one readable spending summary.
A quick view of where money is going without preparing a report by hand.
Groups individual timesheet entries by employee, calculates each person’s weekly total and sends everyone’s figures together.
Staff hours are ready to review without adding up every timesheet row.
Checks dates and approval status, calculates Hours × Hourly Rate, groups the totals by customer and sends one ready-to-use billing report.
Accurate weekly figures make preparing customer invoices quicker and easier.
Getting the final email right meant checking the details at every step, not simply connecting one app to another.
Including the right records while leaving completed, paid or irrelevant items out.
Formatting dates, comparing ranges and calculating useful totals.
Turning many spreadsheet rows into one clear, structured report.
Inspecting bundles, finding unexpected behaviour and refining the workflow.
I focus on making everyday tasks quicker and easier—not adding unnecessary complexity.
What happens now, where the information lives and what the final result should be.
Choose the right triggers, filters, calculations and actions.
Run realistic data through the scenario and check each step carefully.
Deliver a result that is clear, dependable and easy to maintain.
If you regularly copy information, check a spreadsheet or prepare the same update, we can have a chat about whether a straightforward automation would help.
Open any section for a closer look at the filters, calculations and aggregators used inside the scenarios.