Excel Workflow Automation

Overview

A focused, high-value build that automates one deterministic workflow in Excel end-to-end.
You show me the exact steps you perform manually - I create a tool that executes those steps for you with a click.

This service removes 80–95% of the repetitive, mechanical parts of your process while keeping human judgment exactly where it belongs.

What This Automates

This service is specifically for deterministic workflows where each step is:

• repeatable

• based on clear inputs

• rule-driven

• always producing the same type of output

Examples:

• Consolidating multiple monthly files

• Cleaning raw exports and preparing them for reporting

• Column mapping rules

• Reshaping flat files for dashboards

• Automating formula-driven transformations

• VBA scripts for sequence-based mechanical tasks

• Import → clean → merge → finalize flows

What’s Included

1) Discovery Call (30–45 minutes)

You walk me through your workflow live in Excel.
I examine:

• inputs

• transformation steps

• logic rules

• pain points

• decision vs. mechanical steps

After this, I tell you whether automation is feasible.

2) Workflow Review + Technical Plan

You receive a short written summary of:

• assumptions

• workflow logic

• proposed structure

• limitations

• proposed tech stack (VBA / VSTO / Python / Web)

This becomes the blueprint.

3) Automation Build

I create a custom automation tool inside Excel, typically using one or many of:

• VBA or VSTO add-in written in VB.NET
• Python script
• local web app

Deliverables:

• A single automated workflow

• Clear input/output structure

• Any required buttons, UI elements, prompts

• Error-handling for common issues

4) Internal Testing + Revisions

I test the tool using sample data and fix any issues before handing it to you.

5) Handover Call (30 minutes)

I walk you through:

• how to use the automation

• how to troubleshoot it

• what steps remain manual

6) 14 Days of Support

Includes:

• bug fixes

• small adjustments

• troubleshooting for edge cases

Timeline

Typical delivery time: 2–3 weeks (depending on complexity and availability of information)