Several copies. Different answers.
Keep customers, orders, costs, and status in shared records so teams stop reconciling separate files.
Turn Complex Spreadsheets Into
AI-Driven Operations
Connect spreadsheet data, calculations, and workflows in one flexible system. Build, run, and improve it with your AI agent.
Need help getting started? We can help review your spreadsheets and set up your first operational workflow.
The Challenges of Managing Work Across Multiple Spreadsheets.
When your company relies on multiple spreadsheets, keeping data consistent, controlling access, and tracking work becomes harder. Here are the challenges AnyDB helps you solve.
Business logic only one person understands
Turn knowledge buried in formulas, macros, and exceptions into clear calculations and workflows.
Manual handoffs between teams
Connect requests, decisions, files, and next steps so each team receives the context to act.
More access than the job requires
Protect internal costs and margins. Give each person access to the records and fields they need.
Follow-up depends on checking a sheet
Connect statuses and deadlines to assignments, review steps, and notifications.
Every report starts with cleanup
Save report definitions and rerun them for updated results without rebuilding the structure.
Turn Rows and Tabs Into Connected Business Objects.
Create records for customers, orders, projects, and other parts of your business. Link them so teams can find related information without searching through tabs and files.
Define the records your team needs
Define customers, orders, projects, and other record types with their own fields, owners, and statuses.
Connect information instead of copying it
Link orders to customers, line items, and delivery records instead of repeating details across tabs.
Keep files and comments with each record
Keep files, comments, dates, and supporting records together so people can understand the work.
| What you manage today | How you can structure it in AnyDB |
|---|---|
| Customer list and order tracker | Customer records connected to orders, line items, delivery details, and invoices. |
| Stock sheets by location | Items, locations, stock movements, suppliers, and purchasing records linked together. |
| Project plan and cost workbook | Projects connected to tasks, responsible people, expenses, docs, and calculated totals. |
| Requests and approval logs | Requests with supporting information, reviewers, decisions, and follow-up work. |
Spreadsheet Flexibility. Connected Business Logic.
Use formulas across records and freeform Sheets for calculations that need a flexible layout.
Calculate across related records
Look up customer or product details and calculate values from related records. For example, total an order’s line items while referencing its customer information.
Rebuild the rules your team depends on
Recreate essential workbook logic with formulas, validation, and configured actions. Check calculations and exceptions against the original workbook to preserve the results your team relies on.
Work in freeform Sheets
Use AnyDB Sheets for flexible calculations, link cells to other Sheets or records, and turn reusable layouts into templates.
Build. Operate. Evolve. With Your AI Agent.
Use the AnyDB plugin available inside ChatGPT and Claude, or connect your agent through MCP. Work across the records, files, types, Views, reports, and workflows your account can access.
Build your system
Ask your agent to create types, formulas, and relationships around the operation you describe.
Operate your business
Find records, update assignments, organize files, and generate reports through natural-language requests.
Evolve as work changes
Adjust types and workflows with your agent. Simulate changes and verify results before using them.
Examples of requests for your agent
Connect through the AnyDB plugin or MCP
Authorize your AnyDB account to start working with your agent. Describe the records or process you want to change, review its proposed actions, and test important workflows before enabling them.
Connect your AI agent to AnyDB →Collect Requests and Documents Through Forms.
Give employees, customers, vendors, and partners forms for submitting requests, updates, and documents.
Forms built around the task
Collect requests, updates, and documents through forms built from your record templates.
Choose where submissions go
Store requests and attachments in the right folder or parent record for your team to review.
Forms for intake, Views for review
Give reviewers focused Views, requesters forms, and collaborators access to selected records.
Assign Work and Route Approvals With Workflows.
Define the trigger, conditions, and actions for each step, such as assigning a request or sending it for approval.
Route work to the right owner
Assign work by department, location, or request category so responsibility is clear.
Set approval rules
Route requests to reviewers using your business rules, such as purchase amount or department.
Handle rejected or incomplete requests
Define who handles missing information, rejected requests, and overdue work, and what happens next.
From Disconnected Trackers to One Order-to-Delivery Process.
Here is how an order can move from request to delivery and billing in AnyDB.
- 1
Capture
Keep the customer, order details, and requested items together.
- 2
Calculate
Reference product data and calculate totals from order lines.
- 3
Coordinate
Connect purchasing, stock records, delivery tasks, and responsible people.
- 4
Follow through
Keep related invoices and documents connected. Review progress through Views and reports.
Choose Who Can See and Change Information.
Sales may need customer and delivery details while finance needs costs and margins. Set access to match each person’s responsibilities.
Separate visibility from editing
Restrict sensitive fields while allowing teams to update the information their work requires.
Share the relevant work
Share selected records and forms with Viewer or Editor access, including attachments when needed.
Control your agent’s access
Your agent uses the connected account’s permissions. Choose an account with access to the records and actions it needs.
Answer Operational Questions Without Rebuilding the Workbook.
Use Views to track daily work and saved reports to summarize revenue, costs, or workload.
See the work that needs attention
Create Views for open orders, assigned tasks, or pending reviews without maintaining separate data copies.
Save report settings
Save fields, filters, and groupings to summarize revenue, costs, or workload consistently.
Refresh and share the result
Run reports for updated snapshots, view charts, and export results as CSV or XLSX.
Start With the Business Object Library.
Use ready-to-use objects to start your system or add another process. Customize their fields, layouts, and relationships to fit your business.
Project and Task
Connect projects to tasks, documents, deadlines, and costs. Adapt the stages to your delivery process.
Purchase Order and Inventory Item
Link purchasing to items, suppliers, locations, receipts, and stock movements as your system grows.
Customer and Invoice
Connect customer details with related work and billing. Add the fields your business needs.
Move From Spreadsheets One Process at a Time.
Map the workbook, import sample data, and compare the results. Test with the people who use the process before moving daily work into AnyDB.
Bring the spreadsheet data you already have
Start with Excel, Google Sheets, or a spreadsheet from another tool. If your CRM, accounting software, or another business system can export data to CSV or XLSX, you can import that data into AnyDB.
Review the columns, map them to fields, and turn rows into records. You can also paste cells into an AnyDB Sheet for a flexible starting point.
1. Audit the workbook and process
Map worksheets, formulas, macros, handoffs, users, and the outputs your business depends on.
2. Design the connected structure
Define business objects, relationships, owners, statuses, and required fields before importing.
3. Import representative data
Clean inconsistent values, map fields, and test imports with records that include real exceptions.
4. Rebuild and compare the logic
Check calculations, decisions, and exceptions against the original workbook’s expected results.
5. Test with the people doing the work
Have users submit, review, and complete work. Check access and handoffs between teams.
6. Launch one process, then expand
Move the records you need, refine the first workflow, then connect the next process.
Which Spreadsheet Processes Can You Move to AnyDB?
Build systems for purchasing, inventory, projects, orders, approvals, and maintenance, using your own fields and rules.
Inventory and purchasing
Connect items, locations, movements, suppliers, and receipts to coordinate purchasing and replenishment.
Projects and service delivery
Keep tasks, resources, schedules, documents, and costs connected to the project they support.
Sales and order operations
Connect customers, quotes, orders, fulfillment, and billing as work moves between teams.
Requests and approvals
Collect requests, route reviews, record decisions, and connect follow-up work using your approval rules.
Assets and maintenance
Link equipment, inspections, work orders, parts, and service history to coordinate maintenance.
Your own operational process
Define your own records, calculations, and actions. Build with your agent or the AnyDB team.
Questions About Moving From Spreadsheets.
Can AnyDB handle the operation behind a complex workbook?
AnyDB supports related records, cross-record calculations, workflows, and access controls. Map your workbook’s rules and dependencies, then test the required calculations and outputs in the new system.
Will all my Excel formulas, macros, and workbook tabs transfer automatically?
Plan to review and validate workbook logic during migration. AnyDB is not a full Excel replacement, and importing data is not a guarantee of workbook compatibility. Single-document Excel import reads the first worksheet. Use structured row imports for business records and rebuild the rules your process depends on.
Can we keep using a spreadsheet-style interface?
Yes. AnyDB Sheets provide a flexible cell-based workspace, and the Type Designer uses a spreadsheet-like editing experience. Combine that flexibility with reusable record layouts and connected data.
Can our AI agent change the system as well as answer questions?
Yes. Use the AnyDB plugin in ChatGPT or Claude, or connect through MCP. Supported agents can create and update records, types, Views, reports, and workflows within your account’s permissions.
Do we need to migrate every spreadsheet at once?
No. Begin with one process, validate it, and expand gradually. Your existing data, a reusable business object, or a new design can all be starting points.
Turn Your Spreadsheet Into a Working System.
Start free with your own data, or bring your spreadsheet to a demo. We can help map the process, plan the import, and set up your first workflow.
