Automation of Estimation and Data Transfer
Budget: £250 – £750 GBP
I need an automation solution to streamline several tasks involving data extraction, document generation, and data transfer.
Requirements:
- Extract Quantities, Prices, and Descriptions from an MS Spreadsheet BOQ.
- Populate Cost Breakdown Sheets with the extracted data.
- Generate Word documents: Work Order Forms and Installation Guides.
- Transfer all relevant data to GoldVision CRM and MS Business Central.
- Save all files in a newly created SharePoint folder.
Ideal Skills:
- Proficiency in MS Excel and Word.
- Experience with automation tools (e.g., Power Automate, Zapier).
- Familiarity with GoldVision CRM and MS Business Central.
- Strong organizational skills for managing file storage in SharePoint.
Looking for someone with proven experience in similar automation tasks. Please provide examples of previous work.
Requirements:
- Extract Quantities, Prices, and Descriptions from an MS Spreadsheet BOQ.
- Populate Cost Breakdown Sheets with the extracted data.
- Generate Word documents: Work Order Forms and Installation Guides.
- Transfer all relevant data to GoldVision CRM and MS Business Central.
- Save all files in a newly created SharePoint folder.
Ideal Skills:
- Proficiency in MS Excel and Word.
- Experience with automation tools (e.g., Power Automate, Zapier).
- Familiarity with GoldVision CRM and MS Business Central.
- Strong organizational skills for managing file storage in SharePoint.
Looking for someone with proven experience in similar automation tasks. Please provide examples of previous work.