Automation guide
Spreadsheet Automation & Elimination
Critical processes often live in a spreadsheet that one person maintains, and the business quietly depends on it.
Typically done by hand today
- Daily copy-paste between exports and a master sheet
- Formulas repaired after someone edits a column
- Reports rebuilt from the same sheet each week
- Version confusion across emailed copies
What can be automated
- Automated data collection into a proper database
- Validation rules that reject bad data at entry
- Dashboards that replace static reports
- Alerting on thresholds and exceptions
An example workflow
- 01Source data is pulled from each system on a schedule.
- 02Records are validated and stored in one place.
- 03A dashboard reflects the current state without a refresh ritual.
- 04Exceptions trigger a notification instead of being noticed late.
The process stops depending on one person, and the numbers stop being a day or a week behind.
Find the work your business should stop doing manually.
Take the 3-minute Automation Opportunity Assessment. You'll get a preliminary read on where your repetitive work sits — and a recommended next step based on your answers.
No payment required. The paid audit is offered afterwards only if it fits.