Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Rank potential business buyers for manufacturing sales outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Capture supplier invoice totals and archive the original PDF emails.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
Load valid production entries and flag rows needing correction.
Your reporting table gets valid new spreadsheet rows every 15 minutes, with import counts and row-specific fixes waiting in the sheet.
Add qualified business buyers to outreach and flag duplicate contacts.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Add materials invoices to the sheet with their source links.
Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.
Pull territory leads into a source-linked sales list.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Sort saved buyer contacts into lists for product sales campaigns.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Load production records from Excel and report rejected rows.
Get valid Excel rows into PostgreSQL and a chat report showing how many went in and what needs fixing.
Export checked production rows for monthly plant reports.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Load production files and catch column changes before import.
Keep your PostgreSQL table current as CSV files arrive, with a row count or a clear reason when an import needs attention.