Things people actually ask at work
Can you make this into a spreadsheet?
The numbers are in a PDF, an email and a Word table. Someone needs them in Excel by three, and retyping them is how mistakes get made.
Make
What WagonWorks does about it.
Ask for an Excel file from the information you provide. Review the workbook and check its figures against your sources before using it.
Before · A PDF, an email and a Word table
- Q3 invoice summary.pdf
- Inbox › “numbers for Friday”
- Job costs table.docx
- Retyped by hand · v2
The question
“Can you make this into a spreadsheet?”
After
Q3 figures.xlsx
- 42 rows, each naming the file it came from
- Saved to SharePoint once you say so
Fictional demonstration. The names and files are made up.
How
It works with the Microsoft 365 your business already uses.
02
Ask for a document, and it builds one.
A plain Word file, an Excel sheet, a PowerPoint or a text file, put together from your own information. It makes the document, not the design.
It only sees what you can already see.
It runs on each person’s own Microsoft sign-in. Your files stay in your Microsoft 365; it sends the AI only the excerpts it needs for an answer, and a person approves anything that sends or saves.
Who asks this most
The trades where this question costs the most.
Or take in the whole map at who it’s for.
Next question
Things people also ask.
Find
“Where did we put that?”
The signed certificate is somewhere. Teams, an email attachment, a folder someone renamed in March. Three people are looking, and the client is on hold.
Find
“Which one did we send?”
Proposal FINAL.docx. Proposal FINAL 2.docx. Proposal Final-MarkEdits.docx. Proposal ACTUAL FINAL.pdf. The client has one of them, and nobody is certain which.
Catch up
“What happened while I was gone?”
Two days out and the inbox is a wall. Somewhere in it is the one reply that changes what you do first this morning.