Excel Automation Specialist for Media Workflow
Budget: $30 – $250 USD
We are looking for an experienced Excel automation specialist to help connect two existing Excel workbooks used in a digital media workflow:
Traffic Sheet Workbook (placement-level trafficking instructions)
CMW (Creative Specs) Workbook (creative details: ad names, rotation %, flight dates, etc.)
Currently, these documents are separate and require manual copy/paste of data (e.g., ad names, rotation values, creative flights). We would like to implement a reliable, maintainable way for the Traffic Sheet to automatically pull select fields from the CMW.
This is not a redesign of the documents — it is a structured automation enhancement.
Current State
CMW workbook contains multiple tabs:
Standard Display
Custom Units
Video
Audio
Traffic sheet is placement-based (one row per placement/creative execution)
There is currently no shared unique identifier between the two documents
CMW does not contain placement IDs (Prisma placement IDs are in the traffic sheet only)
CMW is often finalized 1 week before launch
Desired Outcome
We would like to implement:
A standardized “Spec Key” or bridge logic that allows the traffic sheet to match records to CMW
A method for the traffic sheet to automatically pull:
Ad Name
Rotation %
Creative flight start date
Creative flight end date
A scalable and low-maintenance solution that works across:
Display
Custom units
Video
Audio
Technical Requirements
Must use Excel (no external software platforms)
Preferred tools:
XLOOKUP
Structured Tables
Power Query (Append/Transform)
Solution must work across separate workbooks (SharePoint/Drive environment)
Clear documentation required
Should be resilient to version updates
Deliverables
Updated Traffic Sheet template with automation built in
Recommended “Spec Feed” structure inside CMW
Clear instructions for:
Adding new creatives
Updating CMW
Refreshing traffic sheet
Light documentation (1–2 pages)
Nice to Have (Optional)
Error handling (flag when no match found)
Validation checks for duplicate Spec Keys
Refresh button or streamlined refresh instructions
Timeline
Looking to complete within 1–2 weeks.
Budget
Open to proposals.
Please provide:
Estimated hours
Fixed price option
Relevant Excel automation examples
Ideal Candidate
Advanced Excel user
Strong Power Query experience
Experience building structured data workflows
Comfortable working with multi-tab workbooks
Understands clean data architecture principles
Traffic Sheet Workbook (placement-level trafficking instructions)
CMW (Creative Specs) Workbook (creative details: ad names, rotation %, flight dates, etc.)
Currently, these documents are separate and require manual copy/paste of data (e.g., ad names, rotation values, creative flights). We would like to implement a reliable, maintainable way for the Traffic Sheet to automatically pull select fields from the CMW.
This is not a redesign of the documents — it is a structured automation enhancement.
Current State
CMW workbook contains multiple tabs:
Standard Display
Custom Units
Video
Audio
Traffic sheet is placement-based (one row per placement/creative execution)
There is currently no shared unique identifier between the two documents
CMW does not contain placement IDs (Prisma placement IDs are in the traffic sheet only)
CMW is often finalized 1 week before launch
Desired Outcome
We would like to implement:
A standardized “Spec Key” or bridge logic that allows the traffic sheet to match records to CMW
A method for the traffic sheet to automatically pull:
Ad Name
Rotation %
Creative flight start date
Creative flight end date
A scalable and low-maintenance solution that works across:
Display
Custom units
Video
Audio
Technical Requirements
Must use Excel (no external software platforms)
Preferred tools:
XLOOKUP
Structured Tables
Power Query (Append/Transform)
Solution must work across separate workbooks (SharePoint/Drive environment)
Clear documentation required
Should be resilient to version updates
Deliverables
Updated Traffic Sheet template with automation built in
Recommended “Spec Feed” structure inside CMW
Clear instructions for:
Adding new creatives
Updating CMW
Refreshing traffic sheet
Light documentation (1–2 pages)
Nice to Have (Optional)
Error handling (flag when no match found)
Validation checks for duplicate Spec Keys
Refresh button or streamlined refresh instructions
Timeline
Looking to complete within 1–2 weeks.
Budget
Open to proposals.
Please provide:
Estimated hours
Fixed price option
Relevant Excel automation examples
Ideal Candidate
Advanced Excel user
Strong Power Query experience
Experience building structured data workflows
Comfortable working with multi-tab workbooks
Understands clean data architecture principles