USE CASES

Whatever you're running on spreadsheets, run it on one shared list.

Education & non-profitsStudents, donors and volunteers in one place OperationsOrders, inventory and vendors across branches Field data collectionSurveys and site visits from a phone Small business CRMCustomers and follow-ups without a CRM bill
EDUCATION & NON-PROFITS

Stop emailing spreadsheets between volunteers.

Bring student rolls, donor PDFs and paper intake forms into one list. Volunteers update it from their phones, and you decide who sees which columns.

TODAYWITH TRUNAO
A copy of the roll on every laptopOne list, always current
Donor amounts visible to everyoneAmount column hidden from volunteers
Paper forms typed up by handPhone photo → rows in seconds
Import your student or donor file
Student intake · 1,204 rows FROM PHONE PHOTOS
Student TEXT
Grade DROPDOWN
Guardian phone PHONE
Town DROPDOWN
Aarav Patil Grade 6 98220 ••••• Shirur
Sneha Jadhav Grade 7 97640 ••••• Shirur
Rohan Kale Grade 5 90110 ••••• Daund
Pooja Shinde Grade 8 88050 ••••• Baramati
Coordinators edit everything · Volunteers can’t see guardian phone · Parents add rows by form link
AI ON THIS LIST
@ai“Which towns have fewer than 10 students enrolled this term?”
Daund (7) and Baramati (4). Both are down from last term.

Other lists teams like yours build

Donor recordsAmounts, receipts and campaigns, with amounts visible to finance only.
Volunteer rosterAvailability, skills and hours, updated by volunteers themselves.
AttendanceDaily sheets from each centre, rolled up into one report.
Grant reportingPull figures from every list into the funder’s format.
“We moved our student and donor records off emailed spreadsheets. 100+ volunteers now update one list, with permissions per column.”
Program LeadGuruji Education Foundation · 125 active users[PLACEHOLDER]
OPERATIONS

One live list for every branch, not one file per branch.

Import the legacy Excel your branches already use. Everyone works in the same list at once, with no merge-day and no "final_v7.xlsx".

TODAYWITH TRUNAO
Weekly merge of branch filesEvery branch edits the same list live
Two people overwrite each otherMany people enter data at once, no collisions
Ask IT for a reportFilter, group and export yourself
Import your branch Excel
Branch orders · 212 rows FROM LEGACY EXCEL
Order # NUMBER
Branch DROPDOWN
Total MONEY
Due DATE
1042 Pune $1,240.00 08 Nov 2026
1043 Nashik $860.50 10 Nov 2026
1044 Pune $2,115.00 12 Nov 2026
1045 Nagpur $430.00 12 Nov 2026
Branch managers see only their branch · Totals visible to finance · Head office edits all
AI ON THIS LIST
AI formula“Flag orders likely to miss the due date, based on branch backlog and order size.”
Fills a "Risk" column for every row: 9 orders flagged, all in Nashik.

Other lists operations teams build

InventoryStock by location, with low-stock alerts from a simple filter.
Vendors & POsPurchase orders and vendor contacts in one place.
Maintenance logEquipment, service dates and who fixed what.
Daily checklistsShift checklists filled in by form link.
“Seven data entry people have been able to share the input form with no collisions. Amazing! The import process is excellent.”
Frederick D.President/CEO, Silver Lake Development
FIELD DATA COLLECTION

Collect from the field. See it in the office instantly.

Share a form link with field staff. Each submission lands as a row with a photo and location. You can even turn last year’s paper survey into the form by snapping a photo of it.

TODAYWITH TRUNAO
Paper surveys typed up weeks laterRows arrive as staff submit
Photos lost in WhatsApp groupsPhoto stored on the row it belongs to
No idea who covered which villageFilter by surveyor, date or location
Turn your paper survey into a form
Village survey · 3,480 rows FROM SCANNED PAPER FORM
Household TEXT
Village DROPDOWN
Water source DROPDOWN
Photo PHOTO
Kale family Wadgaon Borewell IMG_2041.jpg
Shinde family Wadgaon Tap IMG_2042.jpg
More family Pimpri Well IMG_2050.jpg
Gaikwad family Pimpri Borewell IMG_2051.jpg
Surveyors add rows by form link · Supervisors edit · Funders get a read-only share view
AI ON THIS LIST
AI fields“From the surveyor’s notes, extract: issue reported, urgency, follow-up needed (yes/no).”
Three new columns filled for all 3,480 rows from free-text notes.

Other lists field teams build

Site inspectionsChecklist, photos and sign-off per site visit.
Health campsPatient registration at each camp, merged centrally.
Farmer registryPlots, crops and contacts collected village by village.
Monitoring & evaluationIndicators pulled straight from field rows.
SMALL BUSINESS CRM

A customer list your whole team can work from.

Start from the contacts spreadsheet you already have. Add stages, owners and follow-up dates, with no seat-heavy CRM and no setup project.

TODAYWITH TRUNAO
Contacts in five different sheetsOne customer list for the team
Follow-ups remembered (or not)Due-date column plus a filtered view
$20+ per user per month for a CRM$10 per user per month, billed yearly
Import your contacts sheet
Customers · 860 rows FROM GOOGLE SHEET
Customer TEXT
Stage DROPDOWN
Owner DROPDOWN
Next follow-up DATE
Lakshmi Traders Active Priya 14 Nov 2026
Om Sai Stores Dormant Rahul —
Greenleaf Foods Proposal Priya 11 Nov 2026
City Mart Active Anil 20 Nov 2026
Sales reps see their own customers · Managers see all · Leads come in by website form
AI ON THIS LIST
@ai“Draft a follow-up email to every customer in the Dormant segment.”
38 personalised drafts saved to a "Follow-up draft" column, ready to review.

Other lists small businesses build

Lead captureWebsite form → leads list, with source and owner.
Quotes & invoicesTrack every quote from sent to paid.
Support ticketsRequests from a form, with status and assignee.
BookingsAppointments and reminders in one list.
“Trunao has delivered exactly what I was looking for: an easy way to make large amounts of spreadsheet data manageable and searchable.”
Hugh MSVP Global Sales

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