01Good automation candidates
The best opportunities have repeat inputs, repeat rules and repeat outputs. Examples include monthly management packs, sales reports, invoice preparation, multi-file consolidation, roster updates and standardized client deliverables.
02Excel VBA and Power Query
Power Query is effective for repeatable importing, cleaning, combining and reshaping. VBA is useful for guided actions, report generation, file operations, Outlook-ready outputs and workflows formulas cannot manage alone.
03Google Sheets and Apps Script
For browser-based collaboration, Google Sheets can support shared trackers, controlled input, automated notifications, summaries and lightweight workflows. The platform decision depends on scale, access, security and how the team already works.
04Controls before convenience
Automation should make errors easier to catch, not faster to spread. Representative test files, validation rules, exception lists, protected logic and documented recovery steps are built into the project scope.