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Turn handoffs into records. Give each team a clear view.

Model requests, owners and suppliers in one operations app, with access shaped around responsibility rather than another spreadsheet copy.

Give the work a relational home

Start with connected tables. A shared name in two spreadsheets is not a relationship.

DealsGroup by stageOwner is Sam Carter
Negotiation3$237,700
Orbit StudioSCSam Carter$126,500Nov 14
Bramble FoodsSCSam Carter$39,900Nov 19
Quarry SupplySCSam Carter$71,300Dec 1
Proposal2$100,000
Northwind TradingSCSam Carter$48,000Nov 21
Pine & PartnerSCSam Carter$52,000Nov 26

Requests

Keep status, requester, owner and deadline on one record.

Suppliers

Link requests to the supplier handling them instead of repeating supplier details.

Activities

Relate work items to their request so handoffs retain context.

Decide who sees what, before the first screen

User roles grant access per table, row, field and action. Every surface follows those rules.

DealsSales
CompanyStageOwnerAmountMargin
Northwind TradingProposalSCSam Carter$48,00032%
Orbit StudioNegotiationSCSam Carter$126,50041%
Halden & CoQualifiedPNPriya Nair$22,00028%
Kestrel FreightWonSCSam Carter$64,20036%
Lumen HealthProposalMDMarc Duval$91,00038%
Fjord AnalyticsQualifiedPNPriya Nair$17,80025%
Bramble FoodsNegotiationSCSam Carter$39,90030%
Atlas MobilityLostMDMarc Duval$55,00022%
Pine & PartnerProposalSCSam Carter$52,00034%
Meridian ApparelProposalPNPriya Nair$33,40029%
Quarry SupplyNegotiationSCSam Carter$71,30031%
Halcyon LabsQualifiedSCSam Carter$28,50037%
Tidewater HotelsQualifiedSCSam Carter$19,90027%
Vela RoboticsQualifiedMDMarc Duval$46,00033%
Who sees whatDeals
ARAna ReyesBuilder14 deals
SCSam CarterAccount manager8 deals
LOLena OrtizClient, Orbit Studio1 deal

Sam's rule

Owner is Sam CarterMargin hidden

Requesters

Grant access to requests they submitted without exposing everyone else's queue.

Operators

Assign roles access to the queues they actually handle.

Costs

Make cost fields readable only to the roles that need them.

Different jobs deserve different screens

The Data grid is the starting point. Interface ideas can be described to the assistant and built over the same authorized data.

My pipelineChange with Ask
Open pipeline$386,100
Closing this month4 deals
Won this quarter$64,200
Proposal2
Northwind Trading$48,000 · Nov 21
Pine & Partner$52,000 · Nov 26
Negotiation3
Orbit Studio$126,500 · Nov 14
Bramble Foods$39,900 · Nov 19
Quarry Supply$71,300 · Dec 1
Qualified2
Halcyon Labs$28,500 · Dec 4
Tidewater Hotels$19,900 · Dec 12

Triage

A Data view grouped by request status and sorted by deadline.

Work queue

A task-focused interface for an operator's assigned items.

Supplier view

A page that collects requests linked to a supplier.

Try this as your app brief

"Create an operations app with Requests, Suppliers and Activities. Requesters see their own requests. Operators work in assigned queues. Cost fields are restricted to finance."

This is an app design example, not a ready-made template. Explore the product or other use cases.

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