Operations & Finance
Agents that fill Google Sheets or Excel from other tools, write formulas, analyse tables and keep trackers up to date.
58 published use cases
Learn how to schedule a daily report in Google Sheets using Apps Script triggers.
Via Bluesky · @apps-script.bsky.social ↗Apify scrapes reviews of your products and your competitors', ChatGPT tags each one, and Airtable shows which complaints keep coming up.
An n8n agent reads requests in shared client channels, classifies and sizes them, and files them in Airtable with an owner and due date.
An n8n workflow watches Gmail, extracts lead fields with an LLM, and appends each lead to a spreadsheet row.
Via Bluesky · @premarcu.bsky.social ↗Discover how to streamline customer feedback processes using AI tools like Gemini, Airtable, and Slack.
Via YouTube · simpleit360 ↗A Claude Cowork skill tracks diet and medical metrics in a spreadsheet, and meals told to Claude on mobile are logged in the daily record.
Original post ↗Poster built a custom GPT that takes receipts and outputs a CSV for copy/pasting into books, with a caveat that it shouldn't be blindly trusted.
Original post ↗Joel Jackson used the Manus agent to convert a spreadsheet directly into a Meta ads account through a native integration.
Original post ↗A commenter used Comet to move five years of FreshBooks account data into Google Sheets.
Original post ↗A user had Agent Mode build a presentation, draft an eBook and turn web research into spreadsheets; the author said the design was not award-winning but saved hours.
Original post ↗A Claude-powered scraper agent monitors competitor sites hourly, pulling pricing, company details and contacts into Google Sheets, replacing manual research.
Original post ↗Claude computer use operated the desktop, handled logins and modals, and entered wallet numbers into a spreadsheet over 19 minutes.
Original post ↗A commenter had ChatGPT build a spreadsheet for her genealogy research, and agent mode was recommended for compiling and formatting findings into a usable document.
Original post ↗Ethan Mollick had Claude computer use build a high school Great Gatsby lesson plan with Common Core-aligned assignments in one spreadsheet.
Original post ↗Manus turned a large lead CSV into a dashboard in about 20 minutes and charted coffee shop sales data with Python, though it sometimes looped and drained credits.
Original post ↗Testers had ChatGPT Agent navigate the WHO site, extract the latest data and organise it by indicator, country and trend; it often fails on logins or dynamic pages.
Original post ↗OfficeCLI is an office suite built for agents to read and edit Microsoft Office files.
Original post ↗The author had Claude Code read a folder of credit card statements, learn his patterns, and put relevant expenses into an Excel sheet, saving hours; he plans to review subscriptions next.
Original post ↗Claude Code reads a trade log, writes and runs Python, pulls live Yahoo Finance data and exports Robinhood trade history to build an Excel portfolio tracker.
Original post ↗A reviewer had Manus visit the top 15 CRM sites and pull pricing tiers, free plan limits and G2 ratings into a spreadsheet; long tasks were unreliable.
Original post ↗ChatGPT Agent mode researched the top 5 UK coffee subscription companies, benchmarked their USPs, and produced a deck and spreadsheet from one prompt in 18 minutes.
Original post ↗Scott Wu had Devin build and deploy a mobile-friendly React quiz from a TSV of speaker names and photos, plus a QR-code site to share it.
Original post ↗An n8n workflow has AI classify web-form jobs by type, urgency and summary, create an Airtable record, reply instantly and flag uncertain cases.
Original post ↗An n8n WhatsApp agent asks leads for their name and email and automatically saves them to Google Sheets, shown in a demo.
Original post ↗An n8n and Gemini agent receives patient chat messages, keeps context, uses clinic info from Google Sheets and responds to enquiries.
Original post ↗A Make.com pipeline takes a keyword, generates AI content, sends it for email approval, and logs it to Google Sheets.
Original post ↗Commenters use Codex for Pi-hole upgrades, market research, wiki building, file search, PowerPoint edits, light Excel work, scraping, and data entry.
Original post ↗An OpenClaw agent scraped Zillow, Redfin and Realtor.com for agents listing older homes, saved contacts and listings to a CSV, then began outreach for a roofing company.
Original post ↗An agent takes a weekly inventory spreadsheet, updates prices and stock, writes original listings, redraws photos as studio shots, and holds uncertain items for approval.
Original post ↗Claude Code read a directory of brokerage CSV exports and notes, researched funds, and produced buy, stop-buying and hold lists with a tax-loss harvesting partner fund for each.
Original post ↗Built agents for a wholesale food distributor that ran on Excel, calls and email, including inventory tracking and a copywriter agent for outreach emails.
Original post ↗An n8n workflow scans emailed invoices, extracts supplier, amount, date and description, and feeds a real-time Google Sheets dashboard.
Original post ↗@mufasadubai had Manus write a Python script using ProjectX APIs for realtime charts, set up Telegram signals and log trades to Google Sheets and CSV.
Original post ↗A communications professional had Codex email her son's doctor for a refill and sort 240 recipes down to 62 family-fit ones into an index, spreadsheet and Drive folder.
Original post ↗An n8n Telegram agent reads links sent to it, summarises and categorises them into Google Sheets, and answers questions from the library using Supabase semantic search.
Original post ↗A guide shows Codex summarizing transcripts into a Word doc, building an Excel revenue model and making carousel images from a document.
Original post ↗Answer.AI testers found Devin completed only 3 of 20 tasks, succeeding at moving Notion data to Google Sheets and building a planet tracker.
Original post ↗Claude in Chrome drafted meeting-slot emails from Calendar, sorted 900 Drive files into folders and removed about 50 duplicates, and replayed a recorded reward-balance workflow into a spreadsheet.
Original post ↗Claude Code pulled YouTube analytics via API into a verified Excel file, built a job-tracking app, and found and enriched sales leads with outreach.
Original post ↗A scheduled Lindy agent researches the week's news, drafts the newsletter plus social posts and scripts, stores them in Airtable and emails the result.
Original post ↗Cowork sorted tax documents, built a bookkeeping spreadsheet, estimated refunds, flagged missed deductions and wrote a briefing for the tax preparer.
Original post ↗ChatGPT Agent logged into LinkedIn, filtered YouTube manager candidates in Bangalore into a spreadsheet, and in another demo built an Excel valuation model from company financials in 17 minutes.
Original post ↗An n8n workflow built for a client matches invoice data to a Google Sheets inventory, creates ERP purchase orders and notifies purchasing; about 90% of invoices are handled automatically.
Original post ↗An n8n agent scrapes Google Maps for businesses, enriches leads with Owler and Apollo, writes personalized cold emails and logs leads in Google Sheets.
Original post ↗The reviewer had ChatGPT Agent research budget laptops over about 30 minutes; research was decent but the deck looked cheap. It also built a multi-tab Excel file.
Original post ↗A reviewer tested Dots on product research, publishing a webpage, content planning and scheduled jobs; inbox triage and follow-ups needed supervision and a spreadsheet had broken formulas.
Original post ↗Anthropic's growth marketing team used Claude Code to flag underperforming ads from a CSV and generate hundreds of Google Ads variations, plus a Figma plugin and Meta Ads MCP server.
Original post ↗A Telegram AI agent in n8n logs meals sent as text, voice or photos, estimates calories and macros, tracks goals in Google Sheets and sends daily reports.
Original post ↗AI Village gave agents a computer to pick games; GPT-5 spent the week on Minesweeper without winning and built a Google Sheets scoresheet to track agents.
Original post ↗Authors use Cowork or Claude Code to schedule invites, triage email, book flights and hotels, pull Airtable data and scrape exhibitor lists.
Original post ↗An n8n workflow monitors CVEs from sources like CISA and OTX, scores them with AI, and alerts via Slack, Gmail and Google Sheets.
Original post ↗Cowork cleaned vendor names, categorized expenses, matched invoices to transactions, flagged missing ones, built an Excel file and renamed invoice files.
Original post ↗Codex reads a folder of PDFs to find articles that disagree with an argument, screens about fifty papers for a systematic review, and cleans messy CSV or Excel files.
Original post ↗One Zapier agent picks industry news, summarizes it, and logs it to Airtable as memory; a second agent drafts posts from that table.
Original post ↗Claude Code drives a real Chrome browser to find matching jobs from a resume, collect them in a CSV, write cover letters, fill forms and submit.
Original post ↗A reporter connected Instacart to ChatGPT, which assembled the cart for formula, ice cream and fruit and opened a checkout confirmation in chat.
Original post ↗A weekly Codex automation searches arXiv for keywords, logs new papers to a CSV, sorts them into keep/skim/drop buckets and can check claims against Zotero.
Original post ↗An n8n assistant looks up contacts in Google Sheets, places real phone calls, sends emails and schedules calendar events for the user.
Original post ↗Agents can append rows from forms, emails or APIs, write and explain formulas, clean columns and summarise what a table shows. Sheets also make a simple, editable database for many of the workflows here.
Across the 58 published workflows on this page, the most used tools are n8n (12), ChatGPT Agent (7) and Claude Code (7). Each use case lists every tool it needs and the role it plays.
Open any use case to see the tools, the step-by-step setup and example prompts you can copy. Start with a beginner workflow, run it on a small batch and review the output before you automate it fully.