◆ Excel · track

Compliance Monitoring

Flag clients missing consent forms, risk assessments, or with overdue reassessments by adding status columns and condi…

2heights

4tasks

2roles do it

The same job, four heights

do it · improve it · decide · become

AExecute — “help me do it”Flag clients missing consent forms, risk assessments, or with overdue reassessments by adding…+

Flag clients missing consent forms, risk assessments, or with overdue reassessments by adding status columns and conditional formatting so I can prioritise outreach and reduce governance risk.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

BImprove — “do it better”Make the compliance tracker hard to ignore — create columns for Consent, Risk Assessment, and…+

Make the compliance tracker hard to ignore — create columns for Consent, Risk Assessment, and Next Reassessment, conditional-format blanks and overdue dates in red, add a filterable view for high-risk clients, and include a count of unresolved items for weekly governance review.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

2 of them

Flag clients with missing consent forms, risk assessments, or overdue reassessments so I can prioritise outreach and reduce governance risk.

Flag missing embargo dates and mismatched outlet names so urgent follow-up is obvious at a glance.

Who does this

2 roles

Campaign ManagerArt Therapist

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.