Workflows · Clean · Opening soon
Cleaning templates
Remove duplicate rows, catch invoices paid twice, match messy names to a master list, standardise spellings and turn wide tables long. Each one rebuilds its result every time your data refreshes.
- Remove duplicatesOne row of each, with a Copies column saying how many there wereSee the workflow Template
- Match names to a master listEach record with its master name (and ID), and how it matchedSee the workflow Template
- Compare two listsCompare two exported spreadsheet lists by email, see matches, and label rows where name and email agree or differ.See the workflow Built by the agent
- Duplicate invoice checkPairs of bills that look paid twice: same supplier, same amount, close dates or the same numberSee the workflow Template
- Standardise namesA Standard name for every row, so spellings of the same name group togetherSee the workflow Template
- Split full names into first and lastSplit full names into first and last name, keep useful name parts, and flag rows that need a check in your exported spreadsheet file.See the workflow Built by the agent
- Unpivot wide dataA long table: one row per label and period, with its valueSee the workflow Template
- Convert transactions to one currencyConvert bank transactions in euro, pounds, and cad to usd using a daily fx rate table and check which rows match.See the workflow Built by the agent
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