Gmail Automation & Excel Assistance

I need a sharp pair of hands to bring order to my Gmail inbox and streamline several Excel workbooks I rely on every day.

On the email side, the first priority is taming my inbox: setting up labels, filters, and folders so messages file themselves away without constant manual dragging. Once that structure is in place, I’d like smart automation—think rules, filters, or a lightweight Zapier flow—to route incoming mail, fire off acknowledgements, and keep follow-ups from slipping through the cracks. Finally, I want polished, reusable templates so I can reply in one click instead of re-typing the same wording over and over.

For Excel, I’m juggling multiple sheets of raw data that need consistent cleanup and organisation. After the data is structured, I want solid formulas and functions in place so results update automatically (SUMIF/SUMIFS, VLOOKUP/XLOOKUP, INDEX-MATCH, basic pivot logic—whatever fits best). Clear documentation inside the workbook will help me maintain things once the heavy lifting is done.

Deliverables:
• Gmail inbox fully organised with filters, labels, and automated rules live
• At least three ready-to-use email templates saved in Gmail
• One automation workflow (native filters or third-party) that triggers an auto-response or task
• Cleaned and organised Excel workbook(s) with dynamic formulas in place, tested and error-free
• Short walkthrough or notes explaining how everything fits together

If you’re comfortable moving between Gmail settings, filters, and Excel formulas without missing a beat, this should be a straightforward collaboration.