SPREADSHEET INTAKE · Workflow idea
Start with a spreadsheet file and make its contents easier to inspect as organized rows. Keep the original available so a teammate can compare the extracted information before using it in another task.
01 / The starting point
A spreadsheet supplied from an approved work location for review
“Read the supplied spreadsheet, organize its contents into reviewable rows, and flag unclear or incomplete information before it is used elsewhere.”
02 / The work
Helps a team make information in a spreadsheet file easier to inspect and carry into an approved follow-up task.
Confirm that the supplied spreadsheet is the intended file and comes from a location the team is allowed to use.
Organize available sheet contents into a form that a teammate can scan and understand.
Keep sheet names, headings, and useful context visible so a reviewer can compare the organized rows with the source.
Call out blank, inconsistent, or unclear information instead of silently guessing what it means.
Have an authorized person verify the rows and approve any external sharing or changes to another record.
03 / The result
A readable set of spreadsheet rows with the source file and any uncertain details available for a person to check.
Reviews & approvals · Example outcome
A readable set of spreadsheet rows with the source file and any uncertain details available for a person to check.
Spreadsheet contents can include personal, confidential, or incorrect information. Confirm the file and intended use, limit access to the people who need it, and require human review before sharing or changing records based on its contents.
04 / Make it yours
A few choices shape the work around your team.
Decide where work files may be selected from and who is allowed to submit them for review.
Identify the expected sheets and headings, and decide how unusual or incomplete files should be handled.
Name who may view the extracted information and who approves its use in another team process.
Check a normal file and one with missing values or unexpected headings to confirm issues remain visible.