List the steps you take each time – where the data comes from, what you change, where the result goes. Automize repeats those steps for you on a schedule, using ready-made Excel actions instead of macros.
The report you rebuild every Monday, done for you. Automize opens the files, pulls in the data, updates the sheets and sends the result – with 132 Excel actions and no macros to maintain.
Many reports are the same steps every week: export from one system, paste into a workbook, fix the columns, refresh the pivot, save a PDF, email it out. Macros help until the person who wrote them leaves, and then nobody dares touch them.
Exports from your accounting package, ERP, CRM or database – or reads it from files and emails.
Pastes, sorts, removes duplicates, looks up values, fills formulas and refreshes pivot tables.
Compares totals and reconciles two sheets against each other, and flags rows that do not match.
Saves the workbook or a PDF of it, and emails it or drops it into SharePoint – on the schedule you set.
Automize does the routine work and stops on anything that needs judgement. These always wait for someone on your team:
Try a document free right now, or have one of your real processes running in 7 days at a fixed price.