Example: Multi-Sheet Consolidation & Dashboard

An example of automatically consolidating data from multiple sheets divided by team, region, or month into a single summary dashboard and generating comparison charts. Useful when you need to see performance across departments like sales, marketing, and operations at a glance.

Scenario

Team members enter data in their respective sheets, and a manager needs to manually consolidate these sheets every week to create a summary report. This example automates that process with a workflow.

Before: Open 4–5 sheets, copy/paste, write formulas manually, update charts After: Automatic dashboard update with a single workflow run

Step 1: Design the Sheet Structure

Create input sheets where each team enters data, and a summary sheet where the agent consolidates.

Keep the structure identical across input sheets (e.g., Column A: Date, Column B: Sales, Column C: Count, Column D: Target).

Step 2: Explain the Structure in the AI Note

Write the structure in the AI Note so the agent accurately understands each sheet’s meaning.

## Workbook Structure
Each team sheet (Seoul Team, Busan Team, Online Team) uses the same format:
- Column A: Date (YYYY-MM-DD)
- Column B: Sales ($) — VAT inclusive
- Column C: Contract count
- Column D: Weekly target ($)

The Dashboard sheet shows automatically consolidated comparison data.
Do not edit manually.

→ Write AI Notes

Step 3: Create the First Dashboard

"Consolidate this week's sales data from Seoul Team, Busan Team, and Online Team sheets
into the Dashboard sheet by team.
Calculate each team's total sales, count, and target achievement rate."

"Create a team sales comparison bar chart and a weekly sales trend line chart
side by side in the Dashboard sheet."

"Color cells with target achievement below 80% in red,
and cells at 100% or above in green."

Step 4: Automate with a Workflow

Save the weekly dashboard refresh process as a workflow.

"Create a workflow to refresh the dashboard:
Step 1: Read this week's data from each team sheet
Step 2: Clear existing content from the Dashboard sheet
Step 3: Regenerate team consolidation table
Step 4: Update charts
Name it 'Weekly Dashboard Refresh'."

From then on, each week after team members enter their data, the manager just runs the Weekly Dashboard Refresh workflow.

→ Create a workflow

Advanced: Automatic Anomaly Alerts

You can also receive a report in chat when anomalies are detected during the dashboard refresh.

"Add a step at the end of the workflow to notify me in chat
if any team has a target achievement rate below 50%."