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Excel workflow automation

One repetitive workflow, turned into a single click.

Get in touchfrom $2,000

“Someone loses two days every month pasting the same exports into the same workbook.”

Best forA single rule-based workflow that currently takes hours or days each month.

A focused build that automates one deterministic workflow in Excel, end to end. You show me the exact steps you perform by hand; I build a tool that performs them for you.

It typically removes 80–95% of the repetitive, mechanical work while keeping human judgment exactly where it belongs.

What it automates

Workflows where every step is repeatable, rule-driven, based on clear inputs and always produces the same kind of output. For example:

  • Consolidating multiple monthly files
  • Cleaning raw exports and preparing them for reporting
  • Column-mapping rules and reshaping flat files for dashboards
  • Formula-driven transformations
  • Import → clean → merge → finalise flows

How it runs

  • Discovery call: you walk me through the workflow live in Excel (inputs, steps, rules, pain points). I tell you whether automation is feasible.
  • Plan: a short written summary of assumptions, logic, proposed structure, limitations and tech (VBA, VSTO, Python or a small web app).
  • Build: one automated workflow with a clear input/output structure, the buttons and prompts it needs, and error handling for common issues.
  • Testing: I run it on sample data and fix issues before handover.
  • Handover: a 30-minute call on using it, troubleshooting it and what remains manual.
  • Support: 14 days of bug fixes, small adjustments and edge cases.

Timeline

Typical delivery: 2–3 weeks. It depends on complexity and how quickly the files and information are available.

If the workflow turns out not to be automatable, you will know after the first call, before any build starts.