Excel Automation

Jake Hayes

Starting at

150

About this service

Summary

I help small businesses turn slow, repetitive spreadsheet work into fast, reliable, automated workflows. Whether you’re wrangling data, creating weekly reports, processing invoices, tracking inventory, or juggling endless CSVs, I’ll turn it into a smooth, one-click operation. You get cleaner data, faster turnarounds, and more time back in your day - no more tedious copy/paste cycles, no more manual errors, just calm, efficient systems that hum.

FAQs

What kinds of tasks can you automate?
Data cleaning, imports/exports, report generation, invoice creation, inventory calculations, schedule generation, CSV processing, email generation, and more - if it’s repetitive, I can automate it.
Do I need Excel Online or desktop Excel?
Either works - I adapt the automation to your environment.
Can you fix my broken or messy Excel files?
Yes. I can refactor old spreadsheets into clean, stable, understandable systems.
Do you help non-technical people?
Absolutely. My goal is to make your spreadsheets simple, intuitive, and stress-free.
Can you integrate Excel with other tools?
Yes: SharePoint, SQL Server, APIs, CSV imports, emails, and more (depending on your setup).

What's included

Your Smarter Excel Workbook
Custom Excel workbook fully automated with formulas, scripts, or macros
Reporting
Automated reports or dashboards
Press and Go
Push-button workflows (e.g., “Generate Invoice,” “Import CSV,” etc.)
Revisions
Up to one revision cycle included
Documentation
Optional documentation or short Loom video explaining how to use the automation

Duration

2 days

Skills and tools

Automation Engineer

Software Architect

Software Engineer