This introductory lesson uses a company scheduling workbook to show that reliable automation begins with understanding the file—not with asking AI to change it immediately.
The practical sequence is simple: inspect every sheet and its fields, explain the existing rules, agree on a processing plan, create a new output, and spot-check the result against the source workbook.
What to learn
Ask WorkBuddy to identify worksheets, people, dates, shifts, status fields, and missing or inconsistent values before it performs any edit.
When the output is ready, compare a sample of source rows with the result and check date ranges, headcount, shift totals, and exception flags.
Read this Excel workbook without modifying it. Explain the purpose of each worksheet, the important fields, their relationships, and any data issues that could affect later processing. Then propose a verification-friendly processing plan.