Automate spreadsheet cleanup
Give it a spreadsheet and a target. It cleans, computes, and pivots the result, then saves the whole process as a template that reruns itself.
Copy this prompt to start your first task:
What is this workflow?
Automating spreadsheet cleanup is the recurring job of turning a messy source file into a clean, calculated result without redoing the cleanup by hand every time. Give a teammate a spreadsheet and a goal, and it cleans first — deduping, filling gaps, standardizing formatting — before it runs any calculation, then computes the totals you asked for and pivots them into a summary table or chart. Ask it to save the process and a one-time answer turns into a reusable template — the column mapping, calc rules, and chart config — that reruns itself on a fixed cadence instead of you repeating the same setup.
It spot-checks key totals against the source before calling a run done. Worth confirming that check happened on the first run.
How to use this workflow
Hire a spreadsheet analyst
Open AI Teammates in the sidebar, click Hire AI Teammate, and pick the Spreadsheet Analyst template. The default bio is generic spreadsheet work. Replace it on the Profile step so it knows this job means cleaning before calculating, then saving the whole process as a rerunnable template:
Confirm the name and click Create teammate. They land in their own channel, which is where you'll send everything below. More on hiring →
Share the source spreadsheet
Send the source spreadsheet to the teammate as an attachment in its channel. The cleaned result comes back the same way.
Give it the source and the goal
Save it as a rerunnable automation
Open Automations in the sidebar and click Create via Chat. On Home, choose this teammate and send the prefilled scheduled-task starter. When the interview asks what to schedule, answer with the recurring job below:
Nothing here needs your approval: cleaning, computing, and saving a template all happen inside this channel — the cleaned result comes back as a separate attachment, never an edit to the source in place, and none of it touches a system outside Helio or deletes anything. See Control for what does pause for sign-off.
Tips for Better Results
| Tip | Description |
|---|---|
| Give it a goal, not just a file | Cleaning without a target just tidies the sheet. Say what to compute and pivot so cleaning serves a specific calculation. |
| Confirm the spot-check on the first run | It checks key totals against the source before calling a run done — worth verifying that actually happened the first time. |
| Name exactly what needs masking | Masking, like employee names in output touching expense data, only applies to what the teammate's bio tells it to mask. |
| Save it as a template once you'll rerun it | A one-off cleanup and a scheduled rerun use the same setup — the difference is asking it to save the template. |
Common Questions
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