핵심 요구사항
- Excel/Google Sheets 수식 기반 수입·지출 및 잔액/월간 요약 시트 구축
- PDF/docx 문서 폴더 체계 정립 및 파일명 정리·이동
- Gmail 라벨 및 필터 자동 분류 설정
- 개인 포트폴리오(자격증·CV·샘플) PDF/클라우드 폴더 취합
- 화면 공유(Loom) 교육 및 SOP 문서 작성
Required stack
필요 기술
ExcelGoogle SheetsGmailGoogle DriveMicrosoft Office
Project brief
프로젝트 내용
My digital life has become cluttered and I’d like a detail-minded organiser to bring order back. The immediate, top-priority task is rebuilding my Excel-based finance system so I can track expenses and income with confidence and generate quick monthly summaries. From there, the focus shifts to taming a collection of PDFs and other documents scattered across Google Drive and local folders.
Here is what I would like to walk through with you:
• Finance workbook makeover – redesign or build fresh sheets in Excel or Google Sheets that log every expense and income line, apply formulas for running balances and high-level summaries, and remain simple enough for me to maintain after we finish.
• Document purge & filing – establish a clear folder hierarchy, rename legacy files, and batch-move stray PDFs/docx files into the new structure.
• Inbox clean-up – set up sensible Gmail labels and filters so future messages land in the right place automatically.
• Personal portfolio – compile key certificates, CV, and samples into a lightweight PDF or cloud folder I can share when needed.
• Step-by-step guidance – screen-share sessions (or concise Loom videos) where you show me what you’ve done and leave written SOPs so I can keep the system running.
I value efficiency but also want to understand the workflow you create, so clear explanations and a patient teaching style are essential. If you’re comfortable weaving together Excel formulas, Gmail labels, and smart file-naming conventions—and you can manage the project without constant supervision—let’s talk.
Here is what I would like to walk through with you:
• Finance workbook makeover – redesign or build fresh sheets in Excel or Google Sheets that log every expense and income line, apply formulas for running balances and high-level summaries, and remain simple enough for me to maintain after we finish.
• Document purge & filing – establish a clear folder hierarchy, rename legacy files, and batch-move stray PDFs/docx files into the new structure.
• Inbox clean-up – set up sensible Gmail labels and filters so future messages land in the right place automatically.
• Personal portfolio – compile key certificates, CV, and samples into a lightweight PDF or cloud folder I can share when needed.
• Step-by-step guidance – screen-share sessions (or concise Loom videos) where you show me what you’ve done and leave written SOPs so I can keep the system running.
I value efficiency but also want to understand the workflow you create, so clear explanations and a patient teaching style are essential. If you’re comfortable weaving together Excel formulas, Gmail labels, and smart file-naming conventions—and you can manage the project without constant supervision—let’s talk.
지원 기회 분석
지원 전에 볼 것
예상 산출물
- 재설계된 재무 관리 Excel/Google Sheets 워크북
- 정리된 문서 폴더 구조 및 파일 명명 규칙
- Gmail 라벨/필터 설정
- SOP 문서 및 Loom 교육 영상
매력 포인트
- 요구사항이 구체적이고 명확함
- 난이도가 낮아 진입 장벽이 없음
확인할 점
- 예산이 $100~$200로 매우 낮고 예산 통화 표기(INR)와 금액이 불일치
- 개발 프로젝트가 아닌 사무 정리/가상비서 성격의 업무
- hourly 프로젝트이나 총예산이 비현실적으로 낮음
Client signal
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