How to use the Cost saving ideas template

Start a board from it
Use this template opens a new Freero board with the Cost saving ideas template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Cost saving ideas”.
Follow the instruction on the board
“Ask budget holders for ideas with a rough yearly saving each. Place them together, then take the top-right corner to the next budget meeting.”
Fill in each part
- Worth the work Big savings that need a project.
- Do now Big savings, little effort.
- Probably not Small savings, lots of effort.
- Tidy-ups Small savings, easy to do.
- Saves more ↑
- Easier to do →
- Not yet sorted Ideas still waiting for a saving estimate.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Cost saving ideas board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Software spend audit
List every paid tool, who owns it, what it costs and how many seats are used, then decide what to keep, merge or cancel.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.
Procurement request
Ask for a purchase with everything finance needs: what and why, options compared, cost, risks and the approvals required.
Expense claim process
Lay out how an expense goes from receipt to repayment, who checks what, and where claims get stuck or bounced back.
Invoice chasing board
Track unpaid customer invoices by how late they are, so the right reminder goes out at the right time and nothing is forgotten.
Budget variance review
Compare what each budget line actually spent with the plan, explain the big gaps and agree what to do about them.