Palmetto Business Automation Excel, dashboards, and workflow systems Book a Discovery Call

Services

Hands-on automation help for small businesses.

I keep the work practical, fast, and easy to maintain. The goal is not a complicated system. The goal is a cleaner way to get the work done.

Excel & reporting cleanup

Spreadsheet cleanup

Remove duplicates, standardize formulas, fix broken reporting logic, and turn messy exports into dependable workbooks.

Excelcleanupreport repair

Power Automate workflows

Automation flows

Route approvals, send reminders, move files, and remove the repetitive steps that slow teams down.

Power Automateapprovalsnotifications

Dashboard builds

Simple reporting views

Build dashboards that surface the numbers owners actually need without making them dig through tabs and exports.

Power BIdashboardsKPIs

Python / SQL automation

Data logic and cleanup

Use Python and SQL to clean data, join exports, standardize records, and prepare information for reports or dashboards.

PythonSQLETL

Data cleanup / ETL

Bring order to scattered files

Clean up source files, merge inconsistent formats, and create a more reliable path from raw data to useful output.

cleanuptransformvalidation

AI Prompting & Copilot Workflow Support

Practical AI workflow training

Create reusable prompts, Copilot agent instructions, and practical AI workflows that help with drafting, organizing, summarizing, and routine business support — without making the process harder to manage.

Copilotagent promptingAI workflowstraining

Need help choosing the right first step?

I can look at the current process, identify the easiest improvement, and keep the solution small enough to maintain.