- 1 Describe
- 2 Confirm fields
- 3 Preview & publish
What are you tracking?
Import from Google Sheets, upload Excel or CSV, or describe your process. No sign-in needed to try.
Sheet must be shared: Anyone with the link → Viewer
.xlsx, .xls, or .csv — we skip blank title rows automatically.
Or start from a template
Confirm your fields
Check each column from your sheet. Fix a wrong name or type before you continue.
Your fields
Client Pipeline
Ready to share
Your tool works in the preview. Publish to get a link your team can open on any phone — no sign-in required.
Client Pipeline
Publishing saves your schema and imported rows to a shareable URL.
Beta pilot: share links are unlisted, not access-controlled. Use sample or anonymised data until team accounts ship — don't publish real client personal information yet.
Your published tools
Saved in this browser. Sign in after publish to find tools on any device — My tools.
Free during beta — no card required. Export CSV anytime; we'll give notice before paid plans.
Live preview
Your tool