The Library
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Messy data cleaning checklist
Walk through a prioritised, teach-me-as-you-go cleanup of a messy Excel file.
Audit feature naming consistency across the product
Where features are named in 3 different styles inside one app. The cleanup plan.
Build a pipeline cleanup ritual
Defines a weekly pipeline cleanup ritual to keep CRM data accurate and forecasts honest.
Build a pivot table in Excel from a messy export
Copilot lists the data quality issues in a messy export, applies the minimum cleanup on a copy, builds the pivot with slicers, and tells you what the pivot is actually saying.
Cliniko / Halaxy weekly admin agent
Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.
Workflow: CRM data hygiene weekly cleanup
Weekly automated cleanup of CRM data — deduplication, missing fields, stale records.