Automation
Weekly report automation
Plan an automation that collects the same figures every week and drafts a short report for a person to review.
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- Systems and back office
- Automation
Form-to-spreadsheet automation
Plan an automation that copies each new form response into a spreadsheet, tidies it and notifies the right person.
Start with this template
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Suits
- Teams that copy form answers into a spreadsheet by hand
- Organisers collecting registrations, requests or feedback
Result
Define the form, the target sheet, the cleaning rules and the notification so an AI assistant can build a flow that files every response once and flags anything it cannot handle.
Example outcome — a question-to-column map, the cleaning rules, a duplicate check, the notification rule, and an error sheet for responses that could not be filed. This is an example plan, not a running automation.
Steps
- Map every form question to one spreadsheet column, and name the columns clearly.
- Write the cleaning rules and test them on three messy example answers.
- Decide how duplicates are detected and what happens to them.
- Send responses that fail a rule to a separate error sheet instead of dropping them.
- Ask the assistant for a first version, submit five test responses, and check each row.
Checks
- Each response appears exactly once, in the right columns.
- Cleaned values follow the agreed formats.
- A response that fails a rule lands in the error sheet instead of disappearing.
- Only the agreed people can open the spreadsheet.
Limits
- Changing a form question later can break the column map; re-test after every edit.
- Form answers may contain personal data; restrict who can open the sheet.
- This is planning guidance: it does not build, publish, send, or run anything.
Before you start
- Edit access to the form and the spreadsheet, granted through their own settings
- A privacy notice on the form that says where answers are stored
Permissions
- None. This template does not request filesystem, network, shell, secret, or account access.
Your answers
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Technical details
Version and content hash identify the reviewed wording of this template.
- Template version:
- v1
- Content hash:
sha256:1fa61a66135b5c76ac4c4ad82a13423f99a743d8bf7bad8f55c787ba98bd1bc9- Provider compatibility
- Not verified for any target. Codex: Unverified · Claude: Unverified · LM Studio: Unverified
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