AI Excel-PowerBI Automation Agent
Budget: $30 – $250 USD
I need an AI-driven workflow that starts with raw Excel workbooks and ends with ready-to-present Power BI-embedded PowerPoint files. At its core, the agent must take over repetitive data-entry chores—copying and pasting data between sheets, applying consistent cell formatting, and generating the routine summary reports I currently build by hand. Once the spreadsheets are in shape, the same pipeline should feed that refreshed data straight into Power BI, refresh the visuals, and export the updated dashboards as slides.
Here is what I expect to receive:
• An autonomous script, service, or low-code bot that opens designated Excel templates, performs the three data-entry tasks above without human clicks, and logs every step for traceability.
• Automated refresh of the linked Power BI report, followed by an export to a PowerPoint file that preserves all interactive visuals (or the best available static alternative when limitations apply).
• Clear documentation plus a walkthrough video so I can adjust data sources or visuals later without having to rewrite code.
I’m open to Python (pandas, openpyxl, python-pptx), Power Automate, VBA, or a hybrid stack—as long as the final solution runs locally on Windows 11 and can be triggered on demand.
Please send a detailed project proposal outlining your approach, tools, expected timeline, and any similar automations you have delivered.
Here is what I expect to receive:
• An autonomous script, service, or low-code bot that opens designated Excel templates, performs the three data-entry tasks above without human clicks, and logs every step for traceability.
• Automated refresh of the linked Power BI report, followed by an export to a PowerPoint file that preserves all interactive visuals (or the best available static alternative when limitations apply).
• Clear documentation plus a walkthrough video so I can adjust data sources or visuals later without having to rewrite code.
I’m open to Python (pandas, openpyxl, python-pptx), Power Automate, VBA, or a hybrid stack—as long as the final solution runs locally on Windows 11 and can be triggered on demand.
Please send a detailed project proposal outlining your approach, tools, expected timeline, and any similar automations you have delivered.