Hi everyone,
I’m working on an app idea and would love some advice from this community.
My Ask 
I’m fairly new to building structured apps like this. I would deeply appreciate:
- Advice on which no-code tools (especially no-code tools like Glide, Adalo, or similar).) might handle this flow best.
- Guidance on setting up dynamic dropdowns (categories → subcategories → templates).
- How to structure data (Google Sheets, Airtable, etc.) so the app can pull and send this information cleanly.
- Any tips on handling confirmations back into the app (like an inbox or status tracker).
I want to keep the experience soft, supportive, and user-friendly. If anyone has tips, templates, or examples of similar apps, I’d be very grateful.
Thanks so much in advance for your time and help!
The vision is for a guided, step-by-step app that helps users complete a process smoothly. It’s designed to be gentle, clear, and supportive.
Navigation
- Users move step by step through screens, with Next and Back buttons.
- A hamburger menu on the top-left allows jumping to any section at any time.
- A progress bar/indicator shows where you are in the journey.
App Structure & Flow
Step 1 – Welcome & Overview
- Soft welcome message: “We’re here to guide you gently through this process.”
- Progress indicator: “Step 1 of 7”
- Large button: “Begin”
Pop-up Example: “Would you like a short guide video explaining this process?” potential video material
Step 2 – Primary Person’s Information
Fields:
- Full Name
- Date of Birth
Features:
- Optional auto-fill from integrated databases (if user consents).
- Confirmation pop-up when data is pulled in.
Step 3 – Responsible Person’s Information
Fields:
- Full Name
- Contact Info
- Upload Section: Official Document (e.g., appointment letter or proof).
Features:
- Auto-verification possible via connected database.
- Pop-up Example: “We’ve verified this with the official records.”
Step 4 – Linked Digital Records
Explanation: “We can fetch relevant registered data for you.”
- Toggle: Import Data Automatically / Enter Manually
- Shows a summary of connected records (accounts, obligations, assets).
Step 5 – Assets & Liabilities Overview
Sections:
- Bank Accounts
- Property / Real Estate
- Vehicles
- Digital Accounts (optional)
Features:
- Expandable cards for each category.
- Import option via integrations (e.g., financial APIs).
Pop-up Example: “We detected a loan, would you like to add this automatically?”
Step 6 – Subscriptions
- Instead of “beneficiaries,” this step focuses on subscriptions across categories (e.g., utilities, streaming, memberships).
- User chooses a category → sub-category via dropdowns.
- When selected, the app shows a template with key fields (auto-filled or manual).
- From the app, the user can send this template requests.
- All sent requests are date-stamped.
- The receiving party can reply/confirm directly to the app’s inbox.
Step 6b – Third-Party Services (New Step)
- Users are shown a menu of optional external services.
- Categories → Sub-categories (similar dropdown structure).
- Could include things like professional help, specialized agencies, or partner services.
Step 7 – Final Review & Export
- Summary screen showing all data entered.
- Buttons: Download PDF, Submit/Share, etc.
- Completion message: “You’ve completed the process. Thank you.”
- Optional: Send a digital copy to relevant parties.
Hamburger Menu (Accessible Anytime)
- Home / Welcome
- Primary Person Info
- Responsible Person Info
- Linked Records
- Assets & Liabilities
- Subscriptions
- Third-Party Services
- Final Summary
- Help & Support
Extra Features
- Save Progress Reminder: “Do you want to save before leaving?”
- Validation Alerts: highlights missing/incorrect data.
- Encouragement Messages: “You’re halfway there—take a moment to breathe.”