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Tools & Generators
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Create & Customize

Choose a sample → Make it yours → Preview → Export

Turn your own information into polished meeting summaries, quotations, plans and working spreadsheets.

Green monster holding a Create your meeting summary buttonPurple monster holding a Customize your language lesson buttonClick here to practice for a job interview

No account needed to try · Edit a filled-in example · Export when ready

Actual sample meeting recap showing project topics, participant and team actions, a decision and next review
Actual Meeting Summary output · Fictional sample
Proposal & QuotationScope, priced items, discount and GST worked out, payment terms and a sign-off block.Meeting SummaryWhat you discussed, next steps on both sides, the key decision and the next review.Service PricingCost base, target price, margin and what each discount really costs.Aged Receivables & Invoice ChaserWho owes what, for how long, with polite chaser text.12-Month Cash FlowSee the lowest cash month before it arrives.Test Paper MakerMultiple choice, true/false, gap-fill and written questions, with an answer key and a shuffled Version B.

From sample to something useful

  1. 1. Choose a sample

    Start with a filled-in example for your task.

  2. 2. Make it yours

    Edit the details, style and branding. Check the preview.

  3. 3. Export or reuse

    Download in the tool’s supported formats. Save reusable settings to an account if you want.

International Privacy GuidelinesPractical dos and don’ts for safer sharing

What would you like to make?

VISUAL RECAPS

Beautiful one-page recaps

Turn your own notes, reviews and plans into a polished one-page record. Start with the Meeting Summary, or use the personal finance generators below to organise figures and scenarios you enter yourself. Choose your theme inside each tool.

  • PNG
  • JPG
  • SVG
  • Post, story, slide & A4 sizes
  • Easy to keep or share

THREE WAYS TO START

Summarise a meeting, report a campaign or plan a trip. Each example is ready to edit.

  1. Meeting Summary

    Visual recap

    What you discussed, next steps on both sides, the key decision and the next review.

    Use template

  2. Campaign Budget vs Results New

    Visual report

    Budget, spend and results by channel, with cost per result and return on ad spend.

    Image or PDF report

    Report a campaign
  3. A purple winged monster packing a suitcase beside a map, camera and passport

    Holiday Planner New

    Visual plan

    Day-by-day itinerary, bookings, budget and packing list on one page for everyone going.

    Image or PDF to share

    Plan a trip
Personal finance · records & scenarios Explore these tools

Existing Investment Summary

Visual recap

Portfolio Snapshot: value, returns, allocation and account buckets as the baseline.

Use template

Needs & Solutions

Visual recap

Needs, gaps, the solutions discussed and the actions agreed.

Use template

Month-End Wealth Review

Visual recap

Value, returns against benchmark, allocation, liquidity and credit.

Use template
A teal one-eyed monster tracing a glowing route of milestones across a map

Plan Journey Chart New

Visual illustration

A plan’s value by age, with milestones, payouts and totals.

Use template
A purple winged monster with a magnifying glass reviewing insurance folders and cover icons

Insurance 101 Chart New

Infographic

Your own record of cover types, what they cover and targets you enter.

Use template
A navy monster with a magnifying glass studying a screen of policy cover icons

Policy Comparison New

Side by side

Policy details side by side: premiums, cover, terms and factual changes.

Use template
An orange monster with glasses viewing an income chart, with a sunset view behind

Retirement Income Snapshot

Visual recap

Target income against the sources entered.

Use template
A lime-green monster holding a receipt beside a checklist, calendar and calculator

Tax & Relief Summary

Visual recap

CPF top-ups, SRS and relief items with the deadline.

Use template
A blue one-eyed monster beside a bank model, safe, coins and a growth chart

Business Banking Snapshot

Visual recap

Cash, working capital, borrowing and continuity.

Use template
A coral monster moving along a glowing path of goals: a home, graduation cap, rings and a shop

Milestone Funding Snapshot

Visual recap

Property, education, wedding or business goals.

Use template
A green monster under an umbrella holding a shield over a family photo and home

Protection Review Snapshot

Visual recap

Existing cover against the targets you enter.

Use template
A teal monster beside a family tree, a sealed will folder and a key

Estate Planning Snapshot

Visual recap

Will, LPA, nominations and beneficiary mapping.

Use template

Singapore details such as CPF, SRS and SORA are optional modules. These generators organise the information and scenarios you enter for your own records. They do not assess suitability, recommend products or replace policy documents, benefit illustrations or advice from a licensed financial adviser.

BUSINESS TOOLS & SPREADSHEETS

Business tools & spreadsheets

Make a quotation, proposal or plan, or build an Excel-compatible model, tracker or calculator. Each card shows its export format.

Spreadsheet tools include working formulas and XLSX files. Document and recap tools export in the formats shown.

  • START HERE sheet with your inputs
  • Live formulas that recalculate when you edit
  • Opens in Excel or Google Sheets
  • MAKE A RECAP turns the result into an image

Money & Planning

Forecasts, prices and costs you can hand to an accountant.

Small-Business Plan New

Printable A4

From the idea to a financial snapshot with break-even: a short plan for you, a partner or the bank.

PDF, Word or plain text

Write a plan

12-Month Cash Flow

Spreadsheet

See the lowest cash month before it arrives.

Excel-compatible XLSX

Build spreadsheet

Service Pricing

Calculator + XLSX

Cost base, target price, margin and what each discount really costs.

Excel-compatible XLSX

Open calculator XLSX included

Break-Even Model

Calculator + XLSX

Units and revenue needed to cover costs, with price sensitivity.

Excel-compatible XLSX

Open calculator XLSX included

Budget vs Actual

Spreadsheet

Spot overspending by category against a materiality threshold.

Excel-compatible XLSX

Build spreadsheet

Invoice Generator New

Printable document

Itemised invoices with calculated discounts, tax and payment details.

Create document

Subscription Audit

Spreadsheet

Find recurring costs, annualize them and flag possible duplicates.

Excel-compatible XLSX

Build spreadsheet

Content Strategy & Production

Plan your content calendar, develop stronger ideas and turn approved briefs into production-ready video scripts.

Opportunity Brief New

Visual report

One page on a deal: need, proposal, weighted value, who decides, risks and next steps.

Image or PDF to share

Write a brief

Proposal & Quotation New

Printable A4

Scope, priced items, discount and GST worked out, payment terms and a sign-off block.

PDF, Word or plain text

Make a quotation

Sales Pipeline & Deal Velocity

Spreadsheet

Weighted forecast, stale deals and slipping close dates.

Excel-compatible XLSX

Build spreadsheet

Aged Receivables & Invoice Chaser

Spreadsheet

Who owes what, for how long, with polite chaser text.

Excel-compatible XLSX

Build spreadsheet

90-Day Content Calendar

Spreadsheet

Weeks covered, weeks needing content and the biggest gaps.

Excel-compatible XLSX

Build spreadsheet
A purple winged creator planning an audience, hook and content brief

Content Idea & Brief Builder New

Content brief

Audience, promise, angle and evidence in one editable brief. Carry an approved brief into your video plan.

Text, print/PDF & JSON backup

Build a brief
A blue one-eyed creator directing a phone video shoot with a shot list

Video Script & Shot List Builder New

Production document

Scene timing, spoken dialogue, available assets and editing notes in a practical production plan.

Text, print/PDF & JSON backup

Plan a video

People & Data

Fair evaluations and clean data you can trust.

Onboarding Plan New

Visual plan

A new hire’s first day, first week and 30-60-90 day goals, with who to ask.

Image or PDF to share

Plan onboarding

Project Status Update New

Printable document

Milestones, achievements, blockers and next actions for your project.

Create document

Weighted Hiring Scorecard

Spreadsheet

Structured, weighted interview scores that flag panel disagreement.

Excel-compatible XLSX

Build spreadsheet

Data Sanitizer New

Data utility

Clean dates, names, countries and duplicates — you approve every change.

Excel-compatible XLSX, CSV & audit log

Clean a file

LIFE & CAREER

Plans & Documents for Everyday Life

Trips, parties and job applications: fill in the details, watch the page build itself, then share it or print it.

A blue mascot preparing interview answers at a desk

Interview Practice New

Interactive practice

Choose your industry and role. Practice past job experience and STAR answers with scenario questions and a guided self-review.

Start interview practice
A lavender language-learning monster with headphones and a phrasebook

Create Your Language Lesson New

Interactive learning

Choose a language and a real-life goal. Listen to phrases, practise with short exercises and track your progress.

Start learning
A blue one-eyed monster in a suit taking notes at a laptop, preparing for an interview

Interview Preparation New

Visual plan

Your one-page interview sheet: introduction, STAR stories, likely questions and questions to ask.

Image or PDF

Prepare
An orange one-eyed monster with balloons, a birthday cake and invitation cards

Birthday & Event Planner New

Visual plan

Date, guests and RSVPs, run of show, to-do list and budget for a party or team event.

Image or PDF to share

Plan an event
A mint-green monster at a laptop beside a neat stack of printed pages

Résumé & Cover Letter New

Printable A4

A clean, ATS-friendly résumé in three layouts, with a matching cover letter.

PDF, Word or plain text

Make a résumé
A blue monster comparing two model houses on a desk with floor plans and keys

Property Comparison New

Visual comparison

Up to four homes side by side: price per square foot, tenure, fees, transport and your pros and cons.

Image or PDF to share

Compare homes
A pink winged monster with a flower crown writing in a wedding planner beside a seating chart

Wedding Planner New

Visual plan

Guests, vendors, a countdown checklist, the run of the day and the budget.

Image or PDF to share

Plan a wedding
A teal monster stacking moving boxes next to a hand trolley and house keys

Moving-Home Planner New

Visual plan

A week-by-week moving checklist, services to switch, boxes by room and costs.

Image or PDF to share

Plan a move

Meal Planner New

Printable document

Plan weekly meals and combine entered ingredients into a shopping list.

Create document

Fitness Plan New

Printable document

Your chosen exercises, sets, repetitions and rest days in a weekly plan.

Create document
A lime-green one-eyed monster holding up a pie chart beside a wallet and coins

Budget Tracker & Money Snapshot New

Personal finance

Track your monthly budget, spending, savings and net worth.

Image or PDF

See your month
A light-blue monster comparing two papers beside model houses and a calculator

Loan Scenario Comparison New

Scenario, not advice

Up to four loans side by side: monthly repayment, total interest and total cost from your own figures.

Image or PDF

Compare loans
An orange monster sorting receipts in a folder beside a calendar and calculator

Tax Preparation Checklist New

Checklist, not advice

Income sources, reliefs to check, documents to gather and the filing deadline.

Image or PDF

Get ready to file
A purple one-eyed monster writing notes beside scales of justice and a legal binder

Legal Consultation Recap New

Your notes, not advice

Your own notes of a consultation, documents to gather, key dates and next steps.

Image or PDF

Recap a consultation

FOR TEACHERS, TUTORS & TRAINERS

Classroom Generators

Printable tests, workbooks and an Excel term planner for schools, tuition centres and training courses, made in your browser.

Test Paper Maker New

Printable PDF

Multiple choice, true/false, gap-fill and written questions, with an answer key and a shuffled Version B.

Print or save as PDF

Make a test

Tutorial Book Maker New

Printable PDF

A workbook with a cover, contents, chapters of notes, worked examples and tips, practice questions, key terms and answers.

Print or save as PDF

Make a book

Term Planner New

Excel workbook

Every week of the term with its dates, topic, objectives and assessments, and a dated row for every lesson, with breaks and holidays marked.

Download for Excel or Google Sheets

Plan a term

Flashcard Maker New

Printable document

Create printable terms and definitions with aligned front and back sheets.

Create document

Lesson Plan New

Printable document

Objectives, materials, timed activities and assessment for one lesson.

Create document

Before you begin

Do I need an account?

You can try samples and edit tools without one. An account lets you save reusable templates and manage export access.

What does Save template keep?

Reusable design settings, supported branding fields and standard wording. It does not keep the complete document. Names, dates, amounts, photos and logos are excluded; check any wording for personal information.

Which file formats can I download?

Formats vary by tool. Recaps support image exports; spreadsheets provide XLSX; document and teaching tools offer print or PDF options. Check the tool’s export controls.

Are the tools giving financial or legal advice?

No. They organize the records and scenarios you enter. Verify figures and wording against original sources, and seek qualified advice when needed.

How do I get help?

Use Support beside the CREATEFOR.YOU logo to open a support ticket. Read privacy and security or check current pricing before exporting.