Automate spreadsheet work with AI

Numa can help with spreadsheet work that crosses files, dashboards, documents, and desktop apps.

Instead of only generating formulas or explaining what to do, Numa can work on the computer where the spreadsheet lives.

Spreadsheet work is rarely only a spreadsheet

Many spreadsheet tasks involve several sources:

A PDF invoice
A browser dashboard
A CSV export
A folder of files
A local Excel workbook
A company naming convention
A weekly reporting process

The hard part is often not the formula. It is moving between tools and keeping the workflow consistent.

What Numa can help with

Numa can attempt tasks like:

Read a PDF and update a spreadsheet.
Extract values from files into a table.
Open a dashboard, export data, and place it into a workbook.
Clean a CSV using rules you define.
Compare two spreadsheets and summarize differences.
Fill a report template from multiple sources.
Repeat a weekly spreadsheet workflow you recorded.

Use Numa when the workflow is outside the spreadsheet

If all you need is a formula, a spreadsheet assistant may be enough.

Use Numa when the spreadsheet task depends on:

Local files
Browser dashboards
Manual exports
Desktop apps
Folder organization
Repeated steps across tools
Your specific formatting rules

Numa can operate the surrounding workflow, not only the cells.

Teach recurring spreadsheet processes

If you run the same report every week, record it once.

Show Numa:

Where the source files are
Which spreadsheet to open
What tabs to update
How to validate the result
Where to save exports
What to do when values are missing

Later, you can ask for the same workflow with a short phrase.

Keep review in the loop

Spreadsheet mistakes can be expensive. Review outputs before using them for financial, legal, operational, or customer-facing decisions.

Good instructions:

"Do not overwrite the original file."
"Create a copy first."
"Highlight uncertain rows."
"Show me a summary of changes."
"Stop if totals do not match."

The short version

Numa helps automate spreadsheet work by acting across your desktop: reading files, using dashboards, updating workbooks, and repeating workflows you teach.