WorkflowSG turns your WhatsApp + Excel process into a practical admin portal — built around how your team already works, not how a generic SaaS expects you to work.
Before: WhatsApp + Excel mess
These situations happen in every SME that runs operations through WhatsApp and Excel. They are not admin failures — they are workflow failures.
"Any update?"
Boss sends this every morning. Admin opens 3 WhatsApp groups and 2 Excel files just to give an answer.
Nobody has a live view of what is happening. Status lives in someone's head or buried in a chat.
→ WorkflowSG gives every job a status, an owner, and a dashboard the boss can check without asking.
"Which one is the latest?"
jobs_final_v2_REAL_updated.xlsx. Three people have different versions. Nobody is sure which is correct.
Excel was not designed for multiple people updating the same live data at the same time.
→ One system. One record per job. Everyone sees the same thing.
"The payment never came in."
It was due two weeks ago. Nobody followed up because nobody owned it. The customer assumed it was settled.
Follow-ups in WhatsApp get buried. There is no automatic reminder and no clear owner.
→ Every payment has a due date, an owner, and a follow-up reminder in the system.
"The job was done, right?"
Staff said done in WhatsApp three days ago. You cannot find the message. The customer already called to complain.
WhatsApp is a chat tool. It is not a record of what happened, when, and who confirmed it.
→ Job completion is logged with a timestamp, a photo, and a status update — not a chat message.
Start from a proven workflow template, then adapt it to your business.
Turn chats, Excel rows, screenshots, and manual notes into proper records for jobs, payments, quotations, bookings, approvals, and follow-ups.
Boss, admin, sales, and staff can see and update the right information without editing the wrong file or stepping on each other.
See what is done, stuck, overdue, unpaid, or pending without asking around.
Generate cleaner job, payment, quotation, overdue, and activity reports without manually cleaning Excel every time.
Let staff send updates through WhatsApp. The system helps turn those messages into structured records, reminders, and follow-ups.
Start with one workflow template first. Expand only after it works.
Each workflow type has its own view — tables, dashboards, schedules, pipelines. Pick the one closest to your current process.
| Job | Client | Progress | Status |
|---|---|---|---|
| #J-318 | Lim Renovation | In progress | |
| #J-319 | Tan Interior | Overdue | |
| #J-320 | Wong Shopfront | Done | |
| #J-321 | Lee Residence | Pending |
Not sure which to start with? Show us your current WhatsApp + Excel process and we will tell you.
Three steps. No technical specs needed. No giant project plan.
Send your WhatsApp screenshots, Excel files, or just describe how your team currently handles the work. No specs needed — we map the workflow from what you already have.
We start from a proven workflow template and adapt the records, fields, roles, dashboard, and reports to your business. You see a working version — not a mockup — within weeks.
We host, support, and improve the system monthly. Your team stops running operations from chat. The boss stops asking "any update?" every morning.
Most clients have a working first version within 2–4 weeks. We start with one workflow, not everything at once.
Start with one workflow. Upgrade only when you need more users, roles, reports, integrations, or WhatsApp automation.
All packages start from a workflow template and are adapted to your business.
For turning one simple WhatsApp + Excel process into a basic admin portal using a workflow template.
For simple internal tracking only.
For SMEs that need a configured workflow portal with controlled access, dashboards, reports, and integrations.
For teams that want WhatsApp updates, broadcasts, and automation around their configured workflow portal.
Example WhatsApp commands
Send your current process — Excel files, WhatsApp screenshots, a voice note, or just a description. No specs, no brief needed. We will map the workflow and show you what your portal looks like.
Show us your current process — Excel files, WhatsApp screenshots, whatever you have. We will tell you honestly what a portal for your workflow looks like and what it costs.