Data & Tables

Loads an uploaded spreadsheet into a record type of the workspace with the bulk sync tool, previewing the changes before writing. Use for master data imports, periodic refreshes of a table, or migrating a list from Excel into records.

Explains material changes in a business metric by decomposing period, volume, price, mix, and data-quality effects, then ranks evidence-backed causes in a cited analysis sheet and management memo. Use for KPI variance reviews, monthly business reviews, forecast misses, anomaly investigation, and driver analysis.

Maps source-system fields to a target data model for migration, documenting transformations, requiredness, value translations, identifiers, validation rules, and unresolved collisions. Use for CRM migrations, ERP imports, warehouse loads, application replacement, and controlled spreadsheet-to-system field mapping.

Dataset Quality Assessment converts table schema, column types, null policy, primary and foreign keys into profiling report and defect register with field metrics, duplicate groups, invalid values, orphan keys, temporal gaps, and severity, with cited evidence, explicit rules, and unresolved exceptions. Use for dataset quality assessment, recurring review, and decision preparation.

Extracts a defined field set from every same-kind document in a folder into a structured sheet with source citations, confidence flags, and a separate exceptions register. Use for batch contract, invoice, CV, or policy extraction, document-set coding, field harvesting, and cited folder-wide data capture.

Audits a workspace file inventory for duplicate names, stale versions, misplaced files, inconsistent naming, and empty folders, then proposes a deterministic cleanup map without deleting or moving anything. Use for shared-drive housekeeping, repository organization, and document-library maintenance.

Builds a governed KPI dictionary from metric requests, source schemas, dashboard formulas, and reporting policies, with definitions, owners, dimensions, units, targets, and validation rules. Use for metric catalogs, data dictionaries, KPI governance, dashboard standardization, and resolving conflicting business definitions.

Analyzes a record table for duplicate entities, combines exact and fuzzy identity evidence into proposed merge groups, selects a surviving record, and defines field-level merge rules in a reviewable plan. Use for customer, supplier, contact, account, master-data, duplicate-record, and CRM deduplication work.

Converts supplier price lists into the wholesale company’s item and pricing schema, normalizing identifiers, units, packs, tiers, and changes while isolating exceptions. Use for supplier onboarding, annual price updates, catalog maintenance, and purchasing data review.

Turns raw wholesale item data and supplier documents into normalized, catalog-ready product records with descriptions, attributes, units, and an explicit gap list. Use for distributor catalogs, item master cleanup, supplier onboarding, and product-information maintenance.