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CLAUDE automation

  • Posted:
  • Proposals: 41
  • Remote
  • #4510666
  • Open for Proposals
Asif Q.Haris B.Keval K.Naveed H.Kamso C. + 36 others have already sent a proposal.
  • 6

Description

Experience Level: Entry
I am looking for someone who speaks English well.
I am looking for someone to set up one thing for my business which is super important.
I can give appropriate instructions - it's coming up with a feedback report for 8x clients from excel to word. And if it can be automated to happen everyday this would be great

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Clarification Board Ask a Question

  • Eight Veer Ltd

    Hi Nia,

    To recommend the right automation route, could you please share a redacted copy of the Excel worksheet, the Word template and one example of the finished report through WorkStream?

    Could you also confirm whether all eight clients use the same worksheet structure and report layout, and whether you want the reports generated on demand or automatically at a set time each day?

    Once we’ve reviewed those details, we’ll confirm the most suitable setup for you.

  • Asif Q.

    Hi Nia,

    When do you want this project to be done?

    Thanks,
    Asif

  • Muhammad Ather A.

    Hi Nia,

    Thanks for sharing the details. A few quick questions:

    1. Could you describe the current process from Excel to the final Word report?

    2. Are the report templates already created, or do they need to be designed as well?

    3. Where is the Excel data stored (local files, OneDrive, Google Drive, etc.)?

    4. Should the reports be generated using Claude, or are you open to the best automation solution if it's more reliable?

    5. Once generated, do the reports need to be emailed automatically or just saved to a specific folder?

    6. What is your expected timeline and budget for this automation project?

    Looking forward to your reply.

    Best Regards.