Process Automation Using Power Automate or Excel Macros

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About this service

Summary

I streamline repetitive tasks by designing customized automation solutions using Power Automate and Excel macros. From automating approvals to simplifying data updates, my tools save time and boost productivity. My focus on efficiency and adaptability ensures solutions that fit your unique processes.

Process

Needs Assessment: Discuss tasks to be automated and expected outcomes.
Process Mapping: Break down the manual steps to identify opportunities for automation.
Tool Selection: Decide on Power Automate, Excel macros, or other tools based on the workflow.
Development: Build and test the automation workflows or scripts.
Testing: Run the automation with real data to ensure accuracy and reliability.
Client Feedback: Share the automation solution for input and refine if necessary.
Delivery and Training: Provide the solution with user guides and instructions for future updates.

What's included

  • Automated workflows for repetitive tasks

    Save time by automating approvals, data updates, and emails.

  • Excel macros for streamlined processes

    Custom scripts to simplify time-consuming tasks.

  • Documentation for workflows

    Easy-to-follow guides for maintaining automations.


Skills and tools

Data Scientist
Data Analyst
Excel VBA
Microsoft Excel
Microsoft Power Automate

Industries

Finance
Accounting
Data Governance

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