1. Choose a process
Pick a repeatable workflow such as project tracking, customer requests, sales follow-ups, inventory, or invoice tracking.
A flexible workspace for your team
From scattered records to a clear daily workflow
See how DataGridly brings tables, team access, automations, and reporting together. Start with any repeatable process, organize its data, and add workflow rules as your team is ready.
DataGridly starts with the records your team manages. Tables hold the data, field types make it consistent, views help people focus, and automations and reports use that same source.
End-to-end DataGridly workflow diagram
Replace with a diagram showing a table feeding a filtered view, an automation, and a dashboard.
The workflow
Build the system in five understandable steps
Start small and add structure only when it helps the work become clearer.
2. Create or import a table
Start with a new table or bring in an existing .xlsx, .xls, or .csv file. Review the structure before the team relies on it.
3. Add fields and views
Use suitable field types, connect related records where useful, and save filtered views for different day-to-day tasks.
4. Coordinate the work
Invite organization members, set table permissions, and make ownership and status visible in shared records.
5. Automate and review
Configure a trigger, optional conditions, and one action per automation. Use reports and dashboards to review the same workspace data.
Example workflow
A request from intake to review
This example can be adapted to customer requests, internal tasks, project changes, or other work your team tracks.
Intake
A team member adds a request with its category, priority, owner, due date, and current status.
Triage
A filtered view helps the team focus on urgent or unassigned requests. A team member selects the owner.
Follow-up
An automation can notify a selected recipient or update an eligible field when its trigger and conditions match.
Review
A dashboard summarizes the selected records, and the team can investigate the underlying rows where supported.
Common questions
What to know about how it works
Do I need to replace all my spreadsheets first?
No. You can begin with one process and import an Excel or CSV file where that is the right starting point.
Do automations run on every existing row when enabled?
Enabling a workflow does not automatically rewrite every existing record. Triggers determine which future events or scheduled runs are evaluated.
Can one automation perform several actions in sequence?
The current builder configures one action per automation. Create separate automations when the process needs distinct actions and their triggers fit.
Continue exploring DataGridly
See it with your workflow
Start with one workflow your team wants to improve
Use your own records in a trial or book a walkthrough focused on your process.