AI training use case
Clean Spreadsheets And Turn Them Into Useful Reports
Operations, finance, and sales teams spend hours cleaning spreadsheet exports before anyone can make a decision.
AI spreadsheet cleanup reporting Switzerland SME
Swiss SME workflow
Workshop-ready
Human approval by design
Before AI
How it looks today
- Export data from CRM, ERP, or finance tools.
- Manually rename columns and fix formats.
- Create pivot tables from memory.
- Copy charts into slide decks or email updates.
What AI can do
The first useful pass
- Normalize messy columns and formats.
- Suggest formulas, checks, and summaries.
- Find anomalies and missing values.
- Draft the management summary from the table.
Humans approve
What stays in human hands
- Financial interpretation.
- Changes to source systems.
- Any report used for contractual or board-level decisions.
Tools involved
The stack we usually meet
- Google Sheets
- Excel
- Salesforce exports
- ERP exports
- ChatGPT
- Claude
Workshop exercise
Clean spreadsheets
Bring one messy export. We clean it, create a repeatable analysis prompt, and define the checks before sharing.
Expected outcome
A repeatable spreadsheet cleanup workflow that gets teams from export to decision faster.
Bring this to a workshop →