Spreadsheet cleanup & AI reporting · Gainesville, FL

Your Monday
report, written before
your coffee.

Written by an automated_workflow — not by you.

Spreadsheet cleanup, self-updating KPI dashboards, and AI-written weekly reports — for small businesses that live in Google Sheets.

Cleanup $300KPI dashboard $650Weekly report incl.

Send a messy file See finished dashboards

Send one messy file. Keep the fix — free. No card, no form.

You’re sending this to Colin McCarthy — a real person in Gainesville, not a form.

  • One messy file back within a day — a working fix.
  • Your data stays private, is never reused, and is deleted after the demo.
  • NDA on request.

Your dashboard, delivered — tap the tabs to explore

Open the live dashboard
weekly-kpi-dashboard · sample Self-updating

Flat published prices · 24–48h turnaround · Excel & Google Sheets

Fast, careful turnaroundsMost spreadsheet cleanups are back in your inbox within 24–48 hours — built, tested, and double-checked.
Flat, public pricesEvery price is on this page. No hourly meter, no surprise invoice.
Keep the demo either wayThe free mini-demo is yours whether or not we ever work together.
Local to GainesvilleOne person, reachable by phone — (703) 939-1174. Happy to meet over coffee or a screen share.

Free, and nothing uploads

Eight tools that run inside your browser.

No signup, no email, no upload. You drop a spreadsheet in and the file never leaves your machine — there is no server waiting to receive it, because I did not build one. Open your network tab on the tool before you drop the file in and watch nothing happen.

Invoice tracker template Press one button and get a working job log, invoice register and dashboard. Nothing to upload — there is nothing to hand over at all. Build one → Business file check Drop in a file and it tells you what is wrong with it, and what that is costing you. Check a file → Invoice aging report Work you finished but never invoiced, and invoices sitting past 60 days. Find the leaks → Clean up Excel data Dead columns, mixed date formats, duplicate rows — then download it cleaned. Run the check → Duplicate customer finder Acme Roofing, Acme Roofing LLC, acme roofing inc. Your real customer count. Count them → Shift coverage check Uncovered days, staff crossing 40 hours, turnarounds under ten. Check a roster → Spreadsheet structure map Draws how a workbook actually works — which cells feed which, and where a “total” is a number somebody typed by hand. Map a workbook → Invoice history report A year of invoices in, and what kind of business it is out: busiest months, quiet months, and how much rides on one customer. Read a year →

Keep whatever they find, either way — see everything I have shipped.

The deliverable

The $650 build — this exact dashboard, on your numbers.

What I do

Plain services, flat prices.

Start small. Every job below is a fixed price agreed before I touch anything — you always know exactly what you’re paying and exactly what you get back.

Report Autopilot

Flagship
$1,000one-time setup · then $250–500/mo monitoring, cancel anytime

Your reports write themselves — on schedule and on demand. Data pulled, formatted, summarized in plain English, delivered weekly or monthly, and any time in between: need fresh numbers before a meeting, just run it and the report is in your inbox in minutes. The hours of copy-paste and formatting, handed back to you.

How this differs from the $650 dashboard: that one shows your numbers with a short weekly note. Autopilot writes the full report — pulled, formatted, summarized — and lands it in your inbox on schedule or the moment you ask, with me monitoring so it never silently breaks.

Time back~6 hrs/mo → ~20 min
DeliveredOn schedule + on demand, anytime
Monitoring$250–500/mo by report count · cancel anytime
See one written on your data — free

Spreadsheet Cleanup

Start here
$300flat · free 1-day mini-demo first

Your spreadsheet shouldn’t need a full-time babysitter. Duplicates gone, formats fixed, formulas repaired — one clean tab you can actually trust. The half-day of manual find-and-fix, done for you, usually back within 24–48 hours.

The free 1-day mini-demo is the entry — send one messy file, see a working fix on your real data, keep it either way. If you want the full job after that, it’s $300 flat, priced before I touch anything.

Turnaround24–48 hours
You getOne clean, trusted tab
Works withExcel & Google Sheets

Automated Dashboard

$650flat

Your KPIs live and self-updating — revenue, jobs, overdue invoices, whatever you check weekly — pulled together in one view that refreshes itself. The couple of hours a week you’d spend rebuilding it by hand, gone.

The dashboard at the top of this page is this exact build — and the live sample below it is one click away.

Time back~2 hrs/week → 0
Lives inYour Google Sheets
AI summaryWeekly note included

More on each — spreadsheet cleanup · Google Sheets dashboards · automated reports · hire a Google Sheets consultant · staffing commission dashboards

Not sure which one fits? Send the file and I’ll tell you honestly — sometimes the answer is the $300 cleanup and nothing else.

Start with the free mini-demo

Fixed packages

Free Automation Audit

A free 30-minute call where I look at your actual workflow and point to the hours you’re losing to copy-paste — no obligation, no pitch. The low-friction way to find out if any of this is worth doing.

Free 30 min · no obligation

Automation Roadmap

The paid deliverable: a written, prioritized list of every hour lost to copy-paste across your business, with what to fix first and what each fix is worth. Credited in full toward any build of $2,000+.

$750 flat · credited to any build $2k+

Intake-to-Sheet System

New client or job comes in by form, email, or phone note — it lands in the right sheet, formatted correctly, with a notification. The few minutes of retyping per entry, gone.

$750 flat

Bigger builds

Full Workflow Automation

The whole pipeline — intake, tracking, reporting, follow-ups — designed and built end to end so it runs without you. The hours of daily copy-paste that hold the business together, handled. Scoped and priced up front.

from $2,000 3–5 days

Keep it running

I stay on call: I monitor what we built, keep it running as your business changes, and fix anything that breaks before you notice. The stickiest, quietest kind of help.

from $750/mo cancel anytime

The part nobody else does

Your dashboard writes its own weekly summary.

Numbers are only half the job. Every dashboard I build can use AI to read its own data each week and write you the three-sentence brief you’d want from a sharp operations manager — what moved, why, and what needs your attention.

In plain English, not chart-speak“Two invoices are overdue and Tuesday was your best day” — not a wall of percentages.
Lands in your inbox on scheduleEvery Monday morning, before your coffee. Nobody compiles it. Nobody forgets it.
Built on the Claude AI platformSerious, current AI — the same technology large companies use — sized for a small-business budget.

The dashboard isn’t the product. The fact that nobody has to touch it — that’s the product.

Get next Monday’s summary written free
Watch a report write itself — 20 seconds

Proof, not promises

Poke around the real thing.

These are live, working Google Sheets I built — not screenshots. Open them, click the tabs, check the formulas, and see exactly the quality of work you’d get back.

Open the live dashboard demo A real, self-updating dashboard you can drive — click the tabs, hover the chart.

Live Dashboard Demo

The real, self-updating build in action — click through the sheet tabs and read the weekly summary it writes itself.

FormatLive App

Executive KPI Dashboard

Live KPIs, trend charts, and the AI-written weekly summary — the full flagship build.

FormatLive Google Sheet

Retail Sales Cleanup

A genuinely messy sales export, before and after — see what “clean” actually means.

FormatLive Google Sheet

Expense Tracker

Categorized, totaled, and charted automatically — type an expense, everything else updates.

FormatLive Google Sheet

Three more portfolio pieces are live on my Upwork profile. Want one of these running on your numbers? That’s exactly what the free mini-demo is.

How it works

Try before you spend a dollar.

No discovery calls, no proposals, no contracts to read. The first step is me doing actual work on your actual data — free.

  1. Send me a messy file

    Email any spreadsheet that’s driving you crazy — or just describe the chore you do every week. Two minutes of your time. Your data stays private and is never used for anything else.

  2. I build a mini-demo in 1 day

    Within a day you get back a working sample on your real data — a cleaned tab, a small live dashboard, or an automated step — so you can judge the actual work, not a sales pitch.

  3. Keep it either way

    Like it? Pick a flat-price package and I’ll finish the job. Not for you? Keep the demo free, no hard feelings, no follow-up sequence.

Got a spreadsheet you dread opening?

Email it over today — most mini-demos go out within one business day, and you keep it either way.

Email your file to Colin

Say hello

One email starts it. Really — that’s the whole process.

I’m Colin McCarthy, and Automated Workflow is me — the person who answers the email is the person who does the work. Based in Gainesville, working with small businesses everywhere.

Request your free mini-demo

Your file stays private — never shared, never used for anything else, deleted after the demo. NDA available on request.

Prefer to talk first? Call or text — I answer my own phone.

Anthropic Academy certified — six credentials in AI‑assisted automation. The AI in these builds isn’t a buzzword; it’s trained craft.

Verified on Upwork — same work, reviewed platform.

Phone / text(703) 939-1174
Based inGainesville, Florida
  • Keep the fix — free, either way
  • A working fix back within a day
  • Your file deleted after · NDA on request
  • Colin replies himself — a real person

Sent — you’ll hear from Colin within the day. Talk soon.

Questions, answered straight

Frequently asked questions.

How much does spreadsheet cleanup cost?

$300 flat, priced up front before any work starts — no hourly meters. The free 1-day mini-demo comes first: see a working fix on your real data before you pay a dollar.

How fast will I get my file back?

Most cleanups come back within 24–48 hours. Bigger automation builds are scoped with a date before we start.

What is the free 1-day mini-demo?

Send one messy spreadsheet and you get a working fix back within about a day — a cleaned tab or a small live dashboard on your real data. You keep it either way, whether or not we ever work together.

Do you only work with businesses in Gainesville?

I’m based in Gainesville, FL and love local clients, but everything runs remotely over email and Google Sheets — I work with small businesses everywhere in the US.

Excel or Google Sheets?

Both. Cleanups work in either. Live self-updating dashboards and automations run best in Google Sheets, and I handle Excel-to-Sheets moves as part of the job.

What does the $650 automated dashboard include?

A live, self-updating KPI dashboard inside your own Google Sheets — revenue, jobs, overdue invoices, whatever you check weekly — plus a short AI-written weekly summary. Flat $650, one price.

Can you automate reports from QuickBooks data?

Yes — QuickBooks exports land in Google Sheets, get cleaned and formatted automatically, and feed a live dashboard or a written report. That pipeline is one of the most common builds.

What is Report Autopilot?

The flagship: your recurring reports write themselves — data pulled, formatted, summarized in plain English, delivered on schedule and on demand whenever you need fresh numbers. $1,000 one-time setup, then $250–500/mo monitoring so it never silently breaks. Cancel anytime.

Do I need to buy new software?

No. Everything lives in the spreadsheets you already use — no subscriptions to learn, no per-seat licenses, nothing new to log into.

Is my business data safe with you?

Your file stays private — never shared, never used for anything else, and deleted after the demo if we don’t continue. NDA available on request.

built with

  • n8n
  • Google Apps Script
  • Google Sheets API
  • Claude (API / Code / MCP)
  • Python
  • Clay
  • Git
  • SEO / Schema

Every automation here is built and operated by one person in Gainesville, FL. See how one of them was built →