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Build my event-attendee workbook with a repeatable the AI pipeline

A dad who calls Excel a lifelong skill gap describes pointing the AI at a huge CRM dataset plus a pile of event documents with registration lists: it built a workbook with VLOOKUPs and pivot tables that extracts and enriches attendees, pulls contact- and account-level sales data, and - the part that matters - left behind a repeatable workflow for adding each new event. Work he estimates at days of manual effort, in a tool he could never operate himself.

How it works

  1. Point the AI at the CRM dataset and event registration documents
  2. Extract and enrich attendee records
  3. Pull sales data at contact and account level
  4. Build the workbook with VLOOKUPs and pivot tables
  5. Set up a repeatable process for adding new events

Why it’s worth knowing

The deliverable wasn't the workbook - it was the repeatable workflow, handed to a man who says Excel was the hard gap in his skill set his whole career.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

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