Start ahead

Personal Finance Dashboard

A full picture of your money — spending, savings goals, net worth — without a subscription fee or a spreadsheet you'll abandon by March.

Created by Obvious

Daily Habit Tracker Template

You already know what you should be doing every day. This template shows you whether you actually are — and why the gaps happen.

Created by Obvious

Subscription Audit Tracker

You already know what you should be doing every day. This template shows you whether you actually are — and why the gaps happen.

Created by Obvious

Weekly Review & Planning Journal

Most weekly reviews die after three weeks. This one sticks — because it asks six questions, takes five minutes, and remembers what you said last time.

Created by Obvious

Home Life

Meal Planner & Grocery List

The "what's for dinner" problem, solved before anyone asks. A week of meals, one grocery run, no guesswork.

Created by Obvious

Founders

Weekly Debrief

10 minutes to process the week. Name what's hard, surface what you're avoiding, enter Monday with clarity instead of carryover. This weekly reflection template for founders provides 8 guided questions covering wins, struggles, energy state, and stuck decisions. Produce a private debrief document each week that delivers insights time and again, with pattern recognition over time.

Created by Obvious

Founders

Cold Email Templates for Founders

Cold email templates for startup founders: 5 personalized emails with different angles, a follow-up sequence, and a personalization checklist. Answer 7 questions to get outreach that leads with your prospect's problem, not your product. Built for founder-led sales, no SDR experience required.

Created by Obvious

Founders

Investor Update

Investor update template for startup founders. Answer 8 questions about your metrics, wins, and challenges. Specific enough to be useful. Concise enough to be read. Get a ready-to-send update under 500 words with structured asks that actually get replies.

Created by Obvious

Teachers

Survive Your First Year Teaching

A month-by-month onboarding checklist for first-year teachers — with 39 milestones, 22 curated resources, weekly reflections with mood tracking, and a built-in mentor directory. Covers August through May across five categories: Setup, Routines, Relationships, Self-Care, and Admin. Includes sample data showing a realistic first-year arc, a Kanban board for milestone tracking, and a timeline view of the full year. Designed for the reality of year one: survival first, mastery later.

Created by Obvious

Teachers

Student Workspace: Track Everything

Track grades, behavior, parent communications, and interventions for every student in one connected workspace. Sample data included — ask a question, run a summary, and see the full picture before you bring your own roster.

Created by Obvious

Teachers

IEPs & Accommodations, Organized

Turn IEPs into classroom-ready accommodation references. Upload a PDF, extract accommodations by category, generate printable quick references and testing checklists.

Created by Obvious

Babysitter Info Sheet

A structured, shareable emergency hub that turns scattered family info into something a babysitter, grandparent, or first responder can actually use under pressure.

Created by Obvious

IEP Parent Playbook

Navigate the constantly-changing IEP landscape with confidence. State-specific timelines, letter templates, meeting prep tools, and progress tracking—everything you need to advocate effectively for your child's education.

Created by Obvious

IEP Meeting Prep Doc for Parents

IEP meeting preparation template for parents. Turn scattered therapy notes, behavior logs, and progress reports into a meeting-ready document with talking points and accommodation requests.. Walk in prepared, not overwhelmed.

Created by Obvious

Shared Expense Splitter for Co-Parents

Track every shared kid expense, split it fairly, and know exactly who owes whom—without the argument. This co-parent expense tracker with automatic split calculations keeps the balance updated with chat interaction and receipt logging. Track shared child expenses (medical, school, activities) and settle up without conflict.

Created by Obvious

Paralegals

Case File Tracker for Paralegals

Your entire caseload in one view. This case tracking template is for paralegals managing active caseloads: track case status, deadlines, and next actions across multiple matters with Kanban workflow and practice area filters. Nothing lives only in your head.

Created by Obvious

Paralegals

Client Intake Pipeline for Law Firms

Track every lead from first contact to signed retainer. This client intake tracking template for law firms and paralegals manages leads through consultation scheduling, conflict checks, and retention decisions with pipeline stages and Kanban workflow. Seven stages, one pipeline, no one slipping through the cracks.

Created by Obvious

Paralegals

Discovery Request Tracker

Discovery request tracking template for paralegals and legal teams—manage RFPs, interrogatories, and document productions with deadline tracking, status views, and Kanban workflow. No more spreadsheet chaos.

Created by Obvious

Data Migration

Post-Migration Data Integrity Scorecard

Post-migration data validation scorecard that measures completeness, accuracy, consistency, and timeliness across every migrated data domain. Track integrity issues and remediation in one system.

Created by Obvious

Data Migration

Migration That Doesn't Break

Data migration project tracker that surfaces blockers before cutover. Track objects, field mappings, validation rules, and dependencies across the full migration lifecycle—from discovery to go-live.

Created by Obvious

Data Migration

Status & Stakeholder Update System

Data migration status tracking and stakeholder reporting system. Log phase status, blockers, and object completion in one workbook—then generate board-ready briefs on demand.

Created by Obvious

Content Creators

Creator SEO System

Your audience is already searching for what you create—they're just using different words. This system shows you those words, helps you rank for them, and gets your content found without becoming an SEO expert.

Created by Obvious

Content Creators

Metrics Detox: Rethink Analytics

Break the obsessive analytics-checking cycle. Get one weekly digest that tells you what actually matters—and permission to stop refreshing.

Created by Obvious

Content Creators

Title Lab: Voice Matching for Creators

Stop choosing between clicks and authenticity. YouTube title generator that learns your voice first. Feed it your past titles, get optimized options that sound like you wrote them—not like the algorithm did.

Created by Obvious

Lifecycle Marketers

Lifecycle Intelligence Hub

A unified customer health dashboard for lifecycle marketers. Aggregate data from behavioral events, email engagement, support tickets, and transactions into a single view that shows who's healthy, who's slipping, and who needs attention now.

Created by Obvious

Lifecycle Marketers

Customer Segmentation Playbook

A natural language customer segmentation template for lifecycle marketers. Describe the segment you want in plain English—"VIP customers showing early churn signals" or "cart abandoners with items over $100"—and get back a validated segment in seconds. No SQL. No tickets. No waiting.

Created by Obvious

Lifecycle Marketers

Campaign Analysis Framework

Stop guessing what worked. The Campaign Analysis Playbook turns raw campaign data into quantified insights—comparing your metrics to industry benchmarks, calculating opportunity costs in dollars, and generating test designs with sample sizes. After 3 campaigns, it learns YOUR benchmarks. After 5, it detects patterns across your sends.

Created by Obvious

Real Estate Agents

Open House Follow-up, Done

Open house follow-up email generator that turns your sign-in sheet into personalized emails—every guest, every time—in 15 minutes.

Created by Obvious

Proposal Generator Template

A proposal template that turns discovery calls into client-ready proposals in 20-45 minutes. Built for consultants and coaches who want polished proposals with clear scope, professional structure, and terms that protect—without starting from scratch every time.

Created by Obvious

Solopreneurs

Freelance Sales Pipeline Tracker

A freelance sales pipeline template for tracking leads, follow-ups, and client conversations in one place. Simple stages built for how freelancers actually sell—not enterprise CRMs. Know who to follow up with today and stop losing warm leads to scattered notes and forgotten emails.

Created by Obvious

Solopreneurs

When Can I Quit? Calculator

A quit number calculator template for solopreneurs ready to turn their side hustle into a full-time business. Track monthly expenses, log side income, model financial scenarios, and know exactly when you have enough runway to quit your day job.

Created by Obvious

Real Estate Agents

Offer Strategy: Compete & Close

Three offer scenarios—balanced, aggressive, must-win—with price, terms, and risk side by side. So your buyers can see exactly what they're giving up to compete.

Created by Obvious

Real Estate Agents

Listing Description Writer

Turn walkthrough notes into MLS copy that makes buyers click "schedule showing" instead of scrolling past.

Created by Obvious

Product Managers

Product Metrics Dashboard

Track KPIs without BI dependency. Includes a live dashboard with sparklines and drill-downs, autonomous hourly monitoring that investigates anomalies, and Monday morning intelligence briefs. Pre-loaded with 8 sample metrics — just say "Set up my dashboard" to deploy.

Created by Obvious

Product Managers

Product Feedback Tracker

Centralize customer feedback from any channel—support tickets, sales calls, Slack, surveys—into one searchable system. AI helps you tag, analyze patterns, and generate stakeholder-ready insights.

Created by Obvious

Product Managers

Competitive Analysis Monitor

Track competitors, compare features head-to-head, and generate sales battle cards through conversation. Monitor market moves automatically and create RFP responses with competitive positioning through automated tasks. Includes 7 interconnected sheets, 2 visual views, and 5 automated workflows.

Created by Obvious

Recruiters

Candidate Pipeline System

Track every candidate you meet, nurture relationships over time, and let Obvious tell you exactly who to call and why. Includes 8 demo candidates with realistic interaction histories, a visual pipeline board, and natural language commands like "Who should I call this week?" and "Prepare me for my call with Sarah."

Created by Obvious

Recruiters

Candidate Nurture Tracker

Turn "I'll keep you in mind" into actual hires. Track rejected-but-qualified candidates, automate personalized nurture sequences, and get alerts when they're ready to re-engage. Includes daily action queue, draft messages, and relationship health tracking.

Created by Obvious

Recruiters

Candidate Sourcing Campaign Builder

Run A/B tested sourcing campaigns, track relationships (not just responses), and build a shared Boolean search library with performance metrics. Includes 3 months of sample data showing realistic campaign progression, 10 messaging variants, and 18 proven searches. Start fresh when you're ready to track your own outreach.

Created by Obvious

Customer Support

Sales-to-CS Handoff Template

Capture what sales promised so CS can deliver. Extract commitments, stakeholders, and deadlines from call transcripts and CRM data. Track promise fulfillment with a visual Kanban board. Say "make it mine" to clear sample data and start fresh.

Created by Obvious

Customer Support

QBR Template, Prep Done

Generate polished Quarterly Business Review decks from your customer data. Includes demo data, sample output, and step-by-step guides—just add your real customers and start generating.

Created by Obvious

Customer Support

Customer Priorities Dashboard

Stop reacting to the loudest customers. Upload your portfolio and get a ranked list of your top 7 priorities each day—based on renewal risk, escalations, engagement gaps, and expansion signals. Includes a Kanban board for tracking progress and optional daily briefing automation.

Created by Obvious

SOW Protection Template

Stop giving away free work. Track scope drift in real-time, see exactly how much unbilled work is piling up, and generate professional change orders with one click. Includes a sample engagement showing a consultant $17,850 underwater — and how to recover.

Created by Obvious

Discovery Brief Generator Template

Generate comprehensive client intelligence briefings for meeting prep. Obvious will analyze sentiment, financials, and strategy, then synthesize into a polished briefing with executive snapshot, competitive positioning, and conversation starters — all with 20+ citations. See a sample before diving in. ~30 minutes to first briefing.

Created by Obvious