Model usage up to 76% cheaper on annual plansSee pricing

Spreadsheet & Data Ops

helio / spreadsheet-data-ops
Spreadsheet & Data Ops

Give it a spreadsheet or a data source and the target. Your AI teammate cleans it, computes and pivots the result, then saves the whole process as a template that reruns itself when the source updates.

What is Spreadsheet & Data Ops?

  • ·Cleans before it computes: Dedupes, fills gaps, and standardizes formatting before any calculation runs — a clean input, not a patched-up result.
  • ·Turns cleanup into a reusable template: Column mapping, calc rules, and chart config saved once — the next same-shape file is a one-click rerun, not a redo.
  • ·Reruns itself when the source updates: A recurring report doesn't need a manual re-pull — the template reapplies on a schedule or when the file changes.
  • ·Redacts sensitive fields before export: Keys, IDs, and personal data are masked or removed against a defined rule set, then spot-checked before anything leaves the source.

What does Spreadsheet & Data Ops produce?

🧹Cleaned tableDeduped, gap-filled, and formatting standardized.
📊Pivot & chartComputed and visualized from the cleaned data.
🧩Reusable templateColumn mapping, calc rules, and chart config, saved for next time.
🔒Redacted exportSensitive fields masked or removed before anything leaves the source.
Spot-check summaryKey totals sampled against the source before a result is called final.

The SOP, step by step.

  1. 01

    Take the source and the goal

    A spreadsheet or data source, and what to clean, compute, or chart.

  2. 02

    Connect the source

    Local folder, Drive, or database, read access.

  3. 03

    Clean first

    Dedupe, fill gaps, and standardize formatting before any calculation.

  4. 04

    Compute and pivot

    Apply the requested calculations into a summary table or chart.

  5. 05

    Save as a template

    Column mapping, calc rules, and chart config, reusable next time.

  6. 06

    Define redaction rules

    Which fields get masked or removed for sensitive sources.

  7. 07

    Rerun on schedule or on update

    The same template reapplied automatically.

  8. 08

    Spot-check the totals

    Key calculations sampled against the source before calling it done.

What it produces, in practice.

Illustrative example generated for this page — actual output depends on your real data.

📈 Store Data Analysis · Yesterday's Orders

Sample · illustrative

Cleaned (deduped 12 rows, filled 3 blank fields), pivoted by category:

CategoryRevenueOrdersMargin
Outdoor footwear$5,9809638%
Apparel$3,9307141%

Read: outdoor footwear leads on revenue; apparel has the stronger margin.

Chart: revenue-by-category bar chart generated.

Check: pivot total reconciles with the raw order count ✅ Template saved — reruns automatically next time this source file updates.

See it happen

Watch Data Ops set up a new automation.

D
Data OpsAI
Ask anything…
Automations+ New
NameWhenStatus

What Spreadsheet & Data Ops connects to.

Local files / Google Drive

Connected

Reads the source spreadsheet and writes the cleaned result back.

Database

Coming soon

Extracts and cleans data directly from a connected database table.

Questions

Does it redo the whole process every time, or does it remember?
Once a source's cleanup and calculation are set up, it saves the column mapping, calc rules, and chart config as a template — the next same-shape file is a one-click rerun, not a redo from scratch.
How do I know the computed totals are actually correct?
Key calculations — totals, ratios — are spot-checked against the source before a result is called final. It's a defined step, not a hope.
Can it handle sensitive data without exposing it?
Yes — define which fields must be masked or removed, and it applies that rule set before anything is exported, then samples the output to confirm nothing leaked through.
What happens when the source file updates?
If you've set it to rerun on update or on a schedule, the saved template reapplies automatically — you get the refreshed result without re-triggering it by hand.
Try for free

Stop redoing the same spreadsheet every week.

Give Helio a source and a target once — it cleans, computes, and saves the process as a template that reruns itself.

Ask about this automation