◆ Excel · formulas

Document Management

Keep a single source-of-truth dossier register listing submission ID, product, agency, date sent, document list and ve…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Keep a single source-of-truth dossier register listing submission ID, product, agency, date…+
Keep a single source-of-truth dossier register listing submission ID, product, agency, date sent, document list and version, and receipt date; format as a proper table, freeze the header row, add a totals row for counts — update entries for all dossiers filed to EMA, FDA and MHRA this quarter.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I share the register with the team, make it easy to answer ‘what went where and when’ —…+
Before I share the register with the team, make it easy to answer ‘what went where and when’ — surface agency and receipt date columns at the left, add a filterable column for final vs draft, highlight missing receipt dates in red, and add a pivot-ready sheet summarising counts by agency and month.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Keep a single source of truth for every submitted regulatory dossier so I can quickly find what went to each agency and when.

Who does this

1 roles
Regulatory Affairs Analyst

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.