Save and reuse Excel workflow rules

Save repetitive Excel workflow rules and reuse them on your next file

If you delete columns, reorder fields, rename headers, and normalize values in the same Excel or CSV every week or month, save those steps as reusable workflow rules. Apply the saved Excel rules to the next file with the same structure, or compare a source file with your desired result to generate reusable rules automatically.

File data is processed in your browser. BOMU saves reusable transformation rules, not the contents of your source file.

Recurring workflow problem

When repetitive spreadsheet cleanup becomes a workflow

This is designed for recurring files with the same or similar structure, not just a one-off spreadsheet edit.

1

Remove internal columns and rebuild the same output from a weekly customer, transaction, or inventory file

2

Rename headers and clean status values or phone numbers for every monthly report

3

Add the same department or data-source value before creating the final work file

Manual Before → BOMU After

Example: turn repeated manual cleanup into reusable rules

Manual Before Source
CustomerID Owner InternalNote Phone Status
C-1001 Alex Needs review 010 1234 5678 Pending
C-1002 Mina Internal only 010-9876-5432 Complete
BOMU After Transformed result
CustomerID OwnerName Phone Status DataType
C-1001 Alex 01012345678 In Progress General
C-1002 Mina 01098765432 Complete General
Rule

Rules to configure in BOMU

  1. 1 Exclude InternalNote from the output
  2. 2 Rename Owner to OwnerName
  3. 3 Remove spaces and special characters from Phone
  4. 4 Map Pending to In Progress
  5. 5 Add DataType and fill every row with the fixed value General

A good fit for these recurring tasks

Weekly operations or admin spreadsheets that need the same cleanup
Monthly reporting files that must always use the same output columns
Recurring customer, product, inventory, or transaction data cleanup
Workflows that repeatedly use copy/paste, column moves, and find/replace

Frequently asked questions

Can I save repetitive Excel tasks as reusable rules?

Yes. You can save column removal, reordering, header renaming, fixed values, value mapping, conditional transformations, and formatting as workflow rules. Load the saved rules and apply them to the next Excel or CSV file with the same structure.

Do I need Excel formulas or VBA?

No. You configure output columns, ordering, fixed values, mappings, conditions, and cleanup rules directly in the BOMU interface.

Does BOMU store my source spreadsheet on the server?

Source and result file data is processed in the browser. Member accounts save reusable transformation rules rather than the contents of the uploaded file.