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Workflow · Clean · Opening soon

Find missing values

Use an exported Excel sheet to find rows with missing values in required columns. Mark complete rows and count blanks by column.

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Someone typed

“show every customer in the customer intake sheet, mark status as Agrees when all required info is filled, otherwise Missing required info, and count missing fields”

The agent read it as

Show every customer in Excel customer intake sheet, mark status as Agrees when all required info is filled, otherwise Missing required info, and count missing fields (All fields except current status).

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

  1. File
    Excel customer intake sheet
    CSV export · 16 rows
  2. Step
    Check required info
    Step 1
  3. Result
    Customer Intake Completeness
    16 rows · 4 flagged
  4. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 16 rows came out.

What you get back

The result of that run, the rows to look at first.

Customer Intake CompletenessSample data16 rows
12 agrees4 missing required info
Company nameCustomer IDStatusMissing fieldsPrimary contactEmailPhoneOwnerCurrent statusStart date
Luma Warecus_1003Missing required info1Elena Brooks·6465550191Avery Stoneactive2026-09-29
Tandem Peakcus_1004Missing required info1Iris Nguyeniris.nguyen@tandempeak.com3125550177·active2026-10-03
Pinegrid Systemscus_1008Missing required info1Amina Hassan·2025550155Avery Stoneactive2026-10-11
Juniper Gridcus_1013Missing required info1·harper.mills@junipergrid.com5035550195Rina Coleactive2026-10-30
Northstar Labscus_1001Agrees0Maya Chenmaya.chen@northstarlabs.com4155550188Avery Stoneactive2026-10-14
Cinderbox Healthcus_1002Agrees0Jonah Pateljonah.patel@cinderboxhealth.com2125550144Rina Coleactive2026-10-08
Meadowline Studiocus_1005Agrees0Noah Reednoah.reed@meadowline.studio5035550133Rina Colepaused2026-09-22
Bright Harborcus_1006Agrees0Sofia Alvarezsofia.alvarez@brightharbor.com7185550110Avery Stoneactive2026-10-19
Kite & Cocus_1007Agrees0Owen Priceowen.price@kiteandco.com6175550162Rina Coleactive2026-10-21
Vanta Supplycus_1009Agrees0Leo Morganleo.morgan@vantasupply.com7075550189Rina Coleactive2026-09-26
Arcwellcus_1010Agrees0Chloe Bennettchloe.bennett@arcwell.com3125550198Avery Stoneactive2026-10-06
Silver Threadcus_1011Agrees0Grace Kimgrace.kim@silverthread.com4155550122Rina Cole·2026-10-23
16 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you find missing values in Excel?

Export your Excel customer intake sheet, then check each row against the required columns. Mark a row as Agrees when all required fields are filled, otherwise mark it Missing required info. Count the missing fields by column, excluding the current status column.

How it works

How to use the Customer Intake Completeness workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Customer Intake Completeness: questions

Which Excel export should you use?
Use the export that contains the rows you want to check and the columns you want to treat as required. If you have multiple sheets or files, export the one that holds the customer intake data.
What happens to rows that do not match?
Rows with one or more blank required fields are marked Missing required info. Rows with every required field filled are marked Agrees.
How do you change the rules?
Change the list of required columns in words. You can add or remove fields, or decide whether a column counts as required or not.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

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