Sort workbook tasks by the automation lane that fits their risk and repeatability.
Place each workbook task into the best automation lane. Structured table formula Power Query transformation Office Script or VBA Manual judgment checkpoint Calculate margin from approved price and cost columns on every row Import every CSV in a folder and remove cancelled transactions Save a timestamped PDF copy and email the workbook owner after checks pass Approve whether a new product code belongs to an existing category Standardize date types and split a combined SKU-region field Flag rows where discount exceeds the policy threshold
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