Tag collection

#excel

3 solutions tagged “excel”.

Workflows

Built by Microsoft

Invoice Processing

Finance

Two invoice-processing workflows: log extracted email attachments to a self-provisioning Excel ledger, or use a Dataverse ledger with extraction status and duplicate tracking. Choose based on your use case and licensing.

IGJLPBIsha Gautam, Jasmita Lamba, and Pulkit Bhagat

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Workflows

Built by Microsoft

Sales Lead Qualifier

Sales & marketing

Two shared-inbox workflows that qualify sales enquiries with BANT: log leads to tiered Excel tables, or create structured Dataverse records with linked hot-lead alerts. Choose based on your use case and licensing.

IGJLPBIsha Gautam, Jasmita Lamba, and Pulkit Bhagat

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Agents

Sales Analyser

Finance

An agent that turns monthly sales spreadsheets in SharePoint into trustworthy analysis: it cleans and reconciles the data, computes YoY, MoM, QoQ and YTD metrics with live currency conversion and outlier flags, explains every transformation, and delivers a branded PDF report and an Outlook-ready newsletter email.

ATAdriana Trujillo

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