If you run a trade business, a clinic, or an import shop off one giant Excel file, this is for you. Drop your Excel or Google Sheets export into Taskade Genesis and the Excel-to-dashboard converter rebuilds it as a live dashboard you can read at a glance. Every row becomes a record. Every column becomes something you can sort, filter, and act on. No formulas, no pivot tables, no waiting on the bookkeeper.
What's Included
- Live dashboard from your sheet: Upload your Excel export and the columns map to a clean Table view automatically, so the dashboard is ready the moment the file lands.
- AI agent on call: Ask it plain questions like "who owes me money?" or "what is due this week?" and it reads your data and answers in one line, using custom agents.
- Connected projects: Link customers to jobs to invoices to your team in one app, so a single record opens the whole story instead of five tabs.
- Automations that just run: Reliable workflows flag overdue rows and ping you before a number turns into a problem, set up through automations execution.
- Seven views, one dataset: Switch between Table, Board, and Calendar without re-typing a thing across project views.
How To Use
- Click Use Converter to clone this app into your workspace.
- Upload your Excel or Google Sheets export — names, amounts, and dates map themselves.
- Tell the AI agent what you want to watch, like "flag any invoice over 30 days old."
- Set a trigger so the dashboard pings you the moment something slips.
- Share a clean view with your team and stop emailing the spreadsheet around.
Your spreadsheet stops being a chore and starts working for you. Browse more ready-to-clone apps in the Community Gallery.