◆ Excel · track

Material List

Keep an up-to-date list of every material, finish and supplier contact for the current job in a single table named Mat…

2heights
2tasks
1roles do it
See the prompt↓More track workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Keep an up-to-date list of every material, finish and supplier contact for the current job in a…+
Keep an up-to-date list of every material, finish and supplier contact for the current job in a single table named Materials — include columns: Item, SKU, Finish, Supplier, Contact name, Phone, Email, Unit cost, Lead time, Order qty and a totals row — ensure table filters and sorting work.
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 hand this to procurement, make the Materials table easy to order from: surface…+
Before I hand this to procurement, make the Materials table easy to order from: surface supplier contact and lead time columns at the left, add a column that flags items with less than three weeks lead time, show a totals row for estimated spend, and freeze the header row so buyers don't lose context.
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 an up-to-date list of every material, finish and supplier contact for the current job so I can order the right items when installation starts.

Who does this

1 roles
Interior Designer

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.