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Automation

X21 automates repetitive Excel workflows while keeping humans in the loop. Use it to reduce manual effort across nightly refreshes, recurring reports, or complex transformations.

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Scheduled Reporting

  • Prompt: “Refresh the monthly KPI report using the latest data in DataFeed.”
  • Claude reads the data, updates summary tables, recalculates metrics with drag_formula, and refreshes visuals.
  • Approve the batch once, then reuse the same prompt each month—Claude remembers the structure and only needs minor adjustments.

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Data Imports & Cleanup

  • Automate the import of CSV dumps or ERP extracts. Example workflow:
    1. add_sheets creates a staging area.
    2. write_values pastes or restructures imported data.
    3. remove_rows strips empty or duplicate rows.
    4. write_format ensures consistent number/date formats.
  • Finish by saving the workbook or exporting to CSV manually.

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Macro Generation

  • Ask Claude to create helper macros: “Generate a macro that clears the Staging sheet and copies the latest data from DataFeed.”
  • Approve the vba_create tool, inspect the code, and run it on-demand. Combine with Claude-generated instructions for non-technical teammates.

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Tooling Pipelines

  • Turn multi-step manual processes into a single conversational flow (e.g., “Append this week’s sales data, recalculate rolling averages, and email me the summary.”). While emails still require manual action, Claude prepares the workbook for final steps.

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Governance Automation

  • Build checklists with Claude: “Produce a QA log of all changes made today.” It can read the workbook history, summarise approved tool calls, and write an audit sheet.
  • Use PostHog + Langfuse traces to monitor automation runs and ensure they align with policies.
Automation with X21 is iterative—start with one prompt, refine it, and re-run as your process evolves.