Services • Process Automation
Your time is valuable. Don't waste it. Automate it.
It’s the same process every month or — worse — every week. It’s copying, pasting, and re-entering numbers by hand. It feels like a waste of time, and it is. So, change it. I build the automation. You keep the hours.
Somewhere in your business, someone is doing the same five steps by hand, over and over. Export a file. Reformat it. Move it somewhere else. Do it again next week.
The bottom line: The work isn’t hard. But it still shouldn’t be done by hand.
Structured
Imports, rules, and outputs each have their own layer. Change one step without breaking the rest.
Automated
What took an afternoon takes a button click. The process runs the same way every time.
Tailored
Every rule, mapping, and output is built around how your team actually works.
How I Build It
What data is needed?
Primary Data
Your Raw Data Sources
This is the data you’re already using in your manual processes:
- Exported files (CSV, Excel, PDF)
- Manually retyped data
- Web-based data
- Other spreadsheets
Structure
Multiple Sources to Master File
Your disparate data sources are brought into a single file:
- Multiple exports merged into one
- Records compared and reconciled
- Historical and current data combined
- Exceptions and outliers flagged
Metadata Lists
Rules to Connect Datapoints
These are the values that make sense of your data and explain how they go together.
- Field mapping between systems
- Categorization rules
- Thresholds and flags
- Lookup Lists
Where does it come from?
Structure
One Task, or a Whole Pipeline
Some jobs automate a single step. Others chain several together: import, transform, export, and hand off to the next system in line.
The whole process doesn’t need to be automated at once. We can start with one task and work our way through your whole stack. You’ll save time with each improvement made.
Primary Data
Power Query Import
Files land in a folder or data lives on the web, and Power Query pulls it in automatically. No manual copying, ever.
As the data is imported, it’s cleaned and transformed — you get everything you need and none of what you don’t.
Metadata Lists
Managed by You
Mapping and rules live in tables you can edit directly, so the automation adjusts the moment your process does.
What do you need to do with it?
Exports
Ready-to-Use Files
A single dynamic array formula builds an export in the exact format the next system needs. With a single button press, you have a file to hand off without reformatting anything by hand.
Automated Communication
Dashboards and Emails
Automatic dashboards and reports, built and sent on their own schedule, with no one behind the wheel.
Custom Output
Output Tailored to You
I’ll work with you to build whatever you need. If it wins you time back, we’ll build it together and reclaim the most precious resource you have.
Ideal for
Organizations with people wasting time doing the same manual task over and over. Teams who want their people using their minds to make the company better, not their fingers to copy, paste, and email the same thing month after month.
FAQs
What if my data comes from several different systems?
No problem. You can drop all your files in a single folder, or I can create a simple UI for you to select each file you need.
If the data already exists, it doesn't make sense to have you bend over backwards to convert it. I'll convert it as I import, saving you time and frustration.
What if my process doesn't fit a standard category?
If you're doing it manually and can explain the process to me, I'll automate it. With automation, there is no "standard category." While the framework is standard, the final product is always custom — and tailored to what you need.
Will this work if my data isn't in files?
If the process is the same and repeatable, there are ways to automate it. Power Query can connect to web sources, databases, and more. Finding a way to save time every month is always worth a conversation.