Spreadsheet & Data Ops
helio / spreadsheet-data-opsGive 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 table | Deduped, gap-filled, and formatting standardized. |
| 📊Pivot & chart | Computed and visualized from the cleaned data. |
| 🧩Reusable template | Column mapping, calc rules, and chart config, saved for next time. |
| 🔒Redacted export | Sensitive fields masked or removed before anything leaves the source. |
| ✅Spot-check summary | Key totals sampled against the source before a result is called final. |
The SOP, step by step.
- 01
Take the source and the goal
A spreadsheet or data source, and what to clean, compute, or chart.
- 02
Connect the source
Local folder, Drive, or database, read access.
- 03
Clean first
Dedupe, fill gaps, and standardize formatting before any calculation.
- 04
Compute and pivot
Apply the requested calculations into a summary table or chart.
- 05
Save as a template
Column mapping, calc rules, and chart config, reusable next time.
- 06
Define redaction rules
Which fields get masked or removed for sensitive sources.
- 07
Rerun on schedule or on update
The same template reapplied automatically.
- 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 · illustrativeCleaned (deduped 12 rows, filled 3 blank fields), pivoted by category:
| Category | Revenue | Orders | Margin |
|---|---|---|---|
| Outdoor footwear | $5,980 | 96 | 38% |
| Apparel | $3,930 | 71 | 41% |
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.
Watch Data Ops set up a new automation.
What Spreadsheet & Data Ops connects to.
Local files / Google Drive
ConnectedReads the source spreadsheet and writes the cleaned result back.
Database
Coming soonExtracts 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.
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.
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