Practical workflows

Turn common spreadsheet tasks into workflows with steps, preview, and verified output.

These are not generic AI prompt lists. Every guide explains source files, an example request, constrained actions, review points, and output strategy.

Complete guide

Merge Excel files by an explicit key

Add files, select join keys and duplicate policy, map output fields, then review unmatched rows before writing a new workbook.

Example input
Orders.xlsx + Customers.csv
Expected output
A new workbook with mapped customer fields and unmatched Issues.
Read the detailed workflow →
Complete guide

Clean spreadsheet data without hiding the edits

Tablyra converts cleanup intent into constrained actions and shows every modified cell before output.

Example input
Customers.xlsx
Expected output
A cleaned copy plus Issues for values that need review.
Read the detailed workflow →
Complete guide

Map columns between spreadsheet schemas

Choose source and output fields, headers, and order, then save the mapping as a reusable recipe.

Example input
Supplier.csv + Import template.xlsx
Expected output
A validated file in the target schema.
Read the detailed workflow →
Complete guide

Validate spreadsheet data before import

Run required, unique, pattern, type, and allowed-value checks locally and jump to the exact result cell.

Example input
Import candidates.xlsx
Expected output
An Issues report and an unchanged or corrected output chosen by you.
Read the detailed workflow →
Who uses these workflows

For anyone preparing spreadsheets before import, reporting, or analysis.

Operations and sales

Clean CRM exports, customer lists, event registrations, and order data.

Finance and administration

Normalize expense, supplier, invoice, and monthly reporting sheets.

Commerce and supply chain

Map catalogs, inventory, SKUs, and supplier exports.

Data and implementation teams

Validate schema and quality before importing into an ERP, CRM, or internal system.

Get started

Choose a real workflow and complete the first reviewable transformation locally.

Download the desktop app, open an Excel or CSV file locally, and build a reviewable result through conversation.