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Build a Microsoft Copilot Agent for Monthly Excel Master Sheet Automation 1️⃣ Background & Objective Every month, the business receives 4 Excel files with the same structure and names, but new data. The goal is to build a Microsoft Copilot Agent that: Accepts these 4 Excel files every month Cleans and normalizes the data Merges selected columns into a single Master Excel file Outputs the Master file with two tabs: Merchandisable Non-Merchandisable Provides a summary/validation report Uses ONLY Microsoft-owned tools Is built using Low-code / No-code (no heavy custom coding) 2️⃣ Input Data Description Monthly Inputs 4 Excel files(merchandisable,published,mau at start date,mau at end date) Each file: Contains only one worksheet Has fixed column names and positions Contains ~1000 rows Has duplicate App Names due to different Hub values File names remain same every month 3️⃣ Core Join Key App Name column is the only common key All data merging is done column-wise using App Name 4️⃣ Data Pre-Processing Rules (Critical) A. Handling Duplicate App Names (Within Same Sheet specially merchandisable sheet) Problem: Same app appears multiple times due to different Hub values Required Logic: Combine duplicate rows into one row per App Name Text columns (e.g., Hub): Combine using comma separation Example: Teams, Harmony Numeric columns: Sum values Example: Active Users = Teams + Harmony B. Published Sheet App Name Normalization Problem: App names appear as: Mural Update 1 Mural Update 7 Required Logic: Normalize names to base app name: Mural Update X → Mural This normalization must happen before merging 5️⃣ Master Excel Output Structure Master File Requirements Output format: Excel (.xlsx) Contains 2 sheets (tabs): Sheet 1: Merchandisable Contains apps that exist in the Merch Sheet One row per App Name Data merged column-wise from all 4 sheets Fixed column order (predefined) Sheet 2: Non-Merchandisable Contains apps that exist in: Published Apps – Merch Apps One row per App Name Same column structure as Merchandisable sheet 6️⃣ Validation & Summary (Mandatory) The agent must provide a summary including: Total apps processed Number of Merchandisable apps Number of Non-Merchandisable apps Number of duplicate apps merged Any missing apps across sheets (if applicable) Summary should be: Displayed in Copilot response OR saved in a separate summary sheet Technology Constraints (Very Important) Allowed Tools (Microsoft Only) Microsoft Copilot Studio Power Automate Cloud Flows Excel Online (Business) Office Scripts OneDrive for Business or SharePoint Not Allowed: Power Automate Desktop VBA Python External APIs Third-party tools or connectors Custom backend services Low-Code Requirement Solution must be: Configurable Maintainable Replicable in another tenant Any scripting must be: Limited to Office Scripts only Well documented No heavy custom code or external logic Required Deliverables (VERY IMPORTANT) The freelancer must deliver all of the following: 1. Detailed Step-by-Step Documentation (Mandatory) End-to-end build guide covering: Folder setup Excel templates Office Scripts creation Power Automate flow (step-by-step actions) Copilot Studio configuration Should be written so that another person can replicate it exactly 2. Video Documentation (Mandatory) Screen-recorded walkthrough showing: Complete agent working Uploading 6 files Flow execution Final master Excel output Validation summary Video should be clear enough to rebuild the agent by watching 3. Sample Files Sample input Excel files Master Excel template Screenshots of flow and copilot configuration Mandatory Skills: Microsoft Copilot Studio Power Automate (Cloud Flows) Excel Online (Business) Office Scripts Data transformation & normalization logic Low-code solution design Nice to Have Power Platform solution documentation Enterprise automation experience Data validation and reporting
ID do Projeto: 40149374
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18 freelancers estão ofertando em média ₹10.277 INR for esse trabalho

As an experienced Full-Stack developer with a special focus on Data Processing, Excel, and Power Automate, I am confident in my ability to deliver the solution you need for this project. I have solid experience with Microsoft tools like Copilot Studio, Power Automate, Excel Online (Business), and Office Scripts making me the ideal candidate for this project entailing a restriction to only Microsoft-owned tools. My seven years of experience in web scraping and automation align perfectly with your data transformation objectives. What sets me apart is my commitment to provide detailed and replicable work. In line with your deliverables mandate, I'm enthusiastic about generating step-by-step documentation that carefully explains each stage of the project from folder setup to Copilot studio configuration. Additionally, I will diligently capture the process through screen-recorded video walkthroughs so that anyone can easily replicate the project exactly. I understand the need for speed and quality in delivering projects such as these and assure you that with me onboard, you’ll receive exactly that. My clients vouch for my commitment to building long-term relationships and developing solutions that meet their unique needs. With client satisfaction being my topmost priority, I am confident in meeting not only your technical requirements but also your budgetary concerns. Let's get started together!
₹9.000 INR em 3 dias
8,6
8,6

As a Microsoft-savvy freelancer with a high level of expertise in Data Processing and Excel, I'm uniquely positioned to tackle your project head-on. My focused skills in using Power Automate (Cloud Flows) and the Excel Online (Business) platform align perfectly with your specific requirement to design and build a Microsoft Copilot Agent for seamless monthly Excel automation. Given how crucial your data-processing rules are to the successful execution of this project, my ability to meaningfully handle duplicate App Names within same sheets -- specially merchandisable sheet -- is exactly what you need. I understand the complexity of normalizing app names whilst merging data from multiple sources - and ensuring zero loss or discrepancies throughout the process. I'm experienced enough to not only accomplish your required outcome, but also to ensure that the entire process is well documented and easily replicable by others if necessary. I'll deliver step-by-step documentation as well as a comprehensive video recording that demonstrates the complete agent working - including flow execution and final master Excel output - as per your specifications. With me on your team, you can rest assured knowing that you've found an efficient and trustworthy partner with a deep understanding of Microsoft-owned tools combined with low-code/no-code solutions. Let's get started!
₹10.000 INR em 4 dias
5,7
5,7

Hi yashika1103, I have carefully reviewed your project requirements for building a Microsoft Copilot Agent for Monthly Excel Master Sheet Automation. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist you with this project. I would like to connect with you in chat to discuss the specifics of your project further and ensure that we are aligned on all the details. Regards.
₹12.500 INR em 1 dia
6,0
6,0

As an seasoned data professional with a knack for automating tasks using Microsoft tools, I'm confident that I can create a robust and functional Copilot Agent to automate your monthly Excel master sheet. With my proficiency in tools like Microsoft Copilot Studio, Power Automate and Office Scripts coupled with my extensive experience in data transformation and normalizing logic, I'm well-equipped to meet your needs. Apart from building the Agent itself, it's pivotal for me to ensure the process is easily replicated. Consequently, I commit to providing you with detailed Step-by-Step Documentation and Video Documentation that will cover everything including folder setup, Excel templates, Office Scripts creation and Copilot Studio configuration. My aim is to ensure another person can follow the instructions effortlessly to replicate the process exactly as desired.
₹5.000 INR em 1 dia
3,9
3,9

I will deliver a Microsoft-only, low-code Copilot Agent that fully automates your monthly Excel master process cleaning, normalizing, merging, validating, and reporting without VBA, PAD, Python, or external services. The outcome is a repeatable, tenant-portable solution your team can run every month with the same four files and get a consistent, auditable Master Excel output. Tech stack (Microsoft only): Copilot Studio, Power Automate Cloud Flows, Excel Online (Business), Office Scripts, OneDrive/SharePoint. All logic implemented via Office Scripts and flow configuration, fully documented. What it does: • Accepts the 4 monthly Excel files • Normalizes App Names (e.g., “Mural Update X → Mural”) • Deduplicates apps (merge text columns, sum numeric columns) • Builds a Master .xlsx with Merchandisable and Non-Merchandisable tabs • Generates a validation summary (counts, duplicates merged, missing apps) Milestones: Week 1: Folder structure, templates, Office Scripts for cleaning/deduplication Week 2: Power Automate flow + Copilot Studio agent orchestration Week 3: Validation logic, summary output, testing, documentation & video Deliverables: step-by-step written guide, full screen-recorded walkthrough, sample files, screenshots, and a working Copilot Agent ready to replicate.
₹30.000 INR em 21 dias
1,9
1,9

I appreciate the opportunity to work on your Microsoft Copilot Agent for Monthly Excel Master Sheet Automation. Your requirement for a well-structured, professional, and user-friendly solution that seamlessly integrates multiple Excel files while ensuring enhanced data normalization and validation aligns perfectly with my understanding of creating an integrated, low-code agent using Microsoft tools only. I offer expertise in Microsoft Copilot Studio, Power Automate Cloud Flows, Excel Online, and Office Scripts, coupled with strong skills in data transformation and automation logic. I may be new to Freelancer, but I bring solid experience to the table. I’d love to dive deeper into your project and see how I can help. Regards, Blaze Nicholas
₹5.650 INR em 14 dias
0,8
0,8

Hello yashika1103, I have a few questions to better understand your project needs. Have you considered the specific data transformation and normalization logic required for handling duplicate app names within the same sheet? Additionally, are you open to utilizing Microsoft Copilot Studio for this Excel automation project, ensuring a low-code/no-code approach for streamlined development? To efficiently handle your Excel automation project, I plan to create a Microsoft Copilot Agent that seamlessly processes the monthly Excel files, cleans and normalizes the data, merges selected columns into a master Excel file with separate tabs, and provides a detailed validation report using only Microsoft-owned tools and a low-code/no-code approach. Core Deliverables: - Acceptance and processing of 4 Excel files monthly - Data cleaning and normalization - Merging selected columns into a master Excel file with separate tabs - Detailed summary/validation report generation I'll share the portfolio with you in the DM. Kindly ping me there. My experience with Microsoft Copilot Studio, Power Automate, Excel Online, and Office Scripts ensures quality, consistency, and a smooth delivery. I'd be happy to discuss your project further and answer any questions. Best regards, Malaika
₹7.000 INR em 7 dias
0,0
0,0

Hello, I hope you are doing well. I'm a results-driven automation specialist within the Microsoft 365 ecosystem, specializing in low-code solutions that turn scattered Excel inputs into clean, repeatable master files. I focus on accuracy, maintainability, and fast onboarding for new tenants. For this monthly process, I’ve built end-to-end workflows that ingest four structurally identical Excel files, normalize App Names (including mapping Mural Update X, Y, Z to Mural), deduplicate by App Name (combining Hub text with comma separation and summing numeric columns), and merge data into a single Master workbook with two tabs: Merchandisable and Non-Merchandisable. The solution uses only Microsoft-owned tools—Copilot Studio, Power Automate Cloud Flows, Excel Online—kept low-code and configurable, so it’s easy to replicate. I can deliver a robust, maintainable workflow with detailed docs, a video walkthrough, and sample inputs/templates. The master file will be produced in .xlsx with the two required tabs and a clear validation summary. I guarantee a clean, production-ready result. Please feel free to contact me so we can discuss more details. I am looking forward to the chance of working together. Best regards, Billy Bryan
₹7.770 INR em 1 dia
0,0
0,0

Hello, I have experience in Excel automation, data processing, and workflow optimization. I can help build a Microsoft Copilot–based solution to automate monthly Excel master sheet updates, including data consolidation, validation, and formatting. I will focus on: Automating monthly data updates Ensuring accuracy and consistency in the master sheet Clean, well-documented workflow On-time delivery and clear communication I am ready to start immediately and adjust the solution based on your requirements. Thank you.
₹4.000 INR em 7 dias
0,0
0,0

I hope this pitch finds you well! My name is Youssef, I have a proven track record of building robust workflows, forms, and automations that effectively replace manual Excel and email-based processes for businesses. I believe I possess the expertise to realize your goal of building a low-code, Microsoft-owned tool-based automation for your monthly Excel master sheet. My experience includes handling large data sets and implementing complex data transformation logics. For example, your need to normalise app names by removing spurious updates using predetermined rules before merging them aligns perfectly with my capabilities. Such normalisations would be done through Office Scripts as per your constraints. Additionally, my proficiency in configuring Copilot Studio would ensure saving the summary both on the response or a separate summary sheet. Moreover, my commitment to delivering quality extends to providing detailed step-by-step documentation that could easily enable another person to replicate the solution exactly as intended. Backed by a knack of producing precise video documentation having built-in clarity through thorough walkthroughs from file uploads to final master Excel builds, I can assure you that the handover process will be seamless. Let me bring simplicity and efficiency to your monthly analysis with an intelligent Microsoft Copilot solution!
₹7.000 INR em 7 dias
0,0
0,0

I am a Data Analyst currently working at a technology company, where I focus on data analysis, data cleaning, and data visualization to support business decisions. I have strong experience with Excel and data transformation workflows, building structured, scalable, and easy-to-maintain solutions. I am used to working with complex data rules, normalization logic, validation summaries, and clear documentation, always prioritizing clarity, organization, and reliability. I take the time to fully understand the client’s requirements and deliver practical, low-code solutions that are easy to replicate, maintain, and use across teams.
₹9.900 INR em 6 dias
0,0
0,0

I am sure you have been reading a lot of AI bids, I am not here to waste your time. My team and I have solid experience in Microsoft Copilot Studio, Power Automate Cloud Flows, Excel Online, and Office Scripts, focusing on low-code automation and data normalization. We understand your need for monthly Excel file consolidation with strict Microsoft-only tools and minimal coding. We prioritize clear communication, reliability, and delivering thorough documentation plus video walkthroughs for seamless replication. Could you confirm if dynamic column order changes may occur in monthly files? Also, are there specific formats for the validation summary beyond what’s described? Kind regards, Jared Le Grange
₹9.400 INR em 14 dias
0,0
0,0

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