Automate repetitive Excel and CSV file processing
Repeated file imports, cleanup, merging, column mapping, calculations, and exports can often be converted into a repeatable workflow.
Common uses
Combine multiple CSV or Excel files
Built around the fields and rules your process actually uses.
Standardize columns and formats
Built around the fields and rules your process actually uses.
Remove duplicate records
Built around the fields and rules your process actually uses.
Calculate repeatable fields
Built around the fields and rules your process actually uses.
Generate a clean Excel or CSV output
Built around the fields and rules your process actually uses.
Is this happening in your business?
Every week we download several files and combine them manually.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
The same columns have to be renamed or reordered each month.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Someone spends hours rebuilding the same Excel output.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Start with one repeated task
Bring the current files, the steps employees perform, the business rules they apply, and an example of the desired output. The goal is to determine whether a small tool can create a measurable improvement.
Describe the task