Recurring workflow use case
Automate repetitive Excel & CSV cleanup with reusable rules
If you remove the same columns, reorder fields, replace values, or clean formats every week or month, configure the workflow once and reuse it on the next file.
- Remove unnecessary columns and keep rebuilding the same output
- Reorder columns for recurring reports or upload files
- Repeat the same cleanup for status values, dates, phone numbers, and other fields
- Keep only the output columns you need and place them in the required order
- Rename headers, add fixed values, map values, and apply conditional changes
- Save format rules and current date/time transforms as part of the same reusable workflow
Recurring workflow
Reuse the same rules on the next file
Save the column order, output names, value mappings, fixed values, and conditions once, then apply the same setup to the next file of the same type.
- 1 Upload an Excel or CSV file
- 2 Configure column, value, and row rules
- 3 Review the transformed preview
- 4 Download CSV or XLSX