Custom Automation System

Data Transformation Pipelines

Reshape, pivot, and reformat spreadsheet data for downstream use — automatically.

Source Data
IDJanFeb
P1$1,200$1,450
P2$2,100$1,980
P3$840$920
Unpivot Months
Wide to long format
Filter Records
Remove empty values
Add Calculations
Growth rates, totals
Transformed Data
IDMonthRevenue
P1Jan$1,200
P1Feb$1,450
P2Jan$2,100
P2Feb$1,980
Source format
Transformation
Enriched data
CHALLENGES

Why this matters

These are the key operational challenges our custom solution addresses

Messy, Unusable Spreadsheets

Source files arrive in inconsistent formats, forcing teams to rework structure before the data can be used.

Manual Reshaping & Pivoting

Your analysts spend hours every week transposing columns, flattening data, or splitting out multi-row headers.

Downstream Tool Failures

Dashboards, CRMs, and APIs fail to accept improperly formatted data — resulting in broken imports and reporting issues.

95%

Reduction in manual data shaping work

100%

Ready-to-import file delivery

5x

Faster turnaround for ops & reporting

SYSTEM CAPABILITIES

Your custom automation system

How we transform your spreadsheet workflows

Data Reshaping & Normalization

Transform wide, inconsistent, or nested data into clean, normalized tabular structures — automatically.

Pivot & Unpivot Operations

Reorganize data into pivoted or flat formats based on your reporting or integration needs.

Multi-Row Header & Value Handling

Extract, split, and clean multi-row headers or combined cells for structured processing.

Business Logic Application

Apply conditional transformations, calculated fields, and derived values during processing.

OUR APPROACH

How we deliver

Our proven process for building your custom automation system

1

Source Data Analysis

We examine your incoming spreadsheet formats, structural inconsistencies, and downstream use requirements.

2

Transformation Rule Design

We define and codify how your data needs to be reshaped — from structure changes to calculated fields.

3

Pipeline Buildout

We create the transformation engine and set up automated processing for all future files from the same source or type.

4

Integration & Output Delivery

Transformed data is delivered where you need it — via file exports, dashboards, or connected integrations.

IDEAL FOR

Industries we serve

Sectors that benefit most from our automation systems

Analytics

Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.

Common challenges:Format inconsistency, data validation, manual processing

Finance

Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.

Common challenges:Format inconsistency, data validation, manual processing

Logistics

Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.

Common challenges:Format inconsistency, data validation, manual processing

Ecommerce

Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.

Common challenges:Format inconsistency, data validation, manual processing

Consulting

Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.

Common challenges:Format inconsistency, data validation, manual processing
SELF-SERVICE OPTION

Need immediate automation?
Try SheetZen

Our powerful tool that automatically cleans, standardizes, and transforms spreadsheets without custom development.

7-day free trial on all plans
FAQ

Common questions

Can you handle complex formatting like merged cells or pivot tables?

Yes. We’ve built pipelines that unpivot pivot tables, split multi-row headers, and normalize nested data structures into usable outputs.

What if the structure of the source files changes occasionally?

We build flexibility into the system and can detect format changes, adapt rules, or notify your team when structure breaks occur.

Where does the transformed data go?

Anywhere you need — we can export files, send to dashboards, or push directly to CRMs, APIs, or analytics tools.

Do we need to specify all rules upfront?

No — we’ll work iteratively to design and refine transformation logic based on real-world sample files and evolving needs.

Ready to transform your spreadsheet workflows?

Schedule a consultation to discuss your specific requirements and see how our custom automation system can eliminate manual spreadsheet work.

We usually reply within a day — and there's zero pressure to move forward.