Known Quantity

Automation & AI workflows

Repetitive spreadsheet and reporting work turned into refreshes, scripts and scheduled jobs, with a human check where it matters.

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monday_refresh.log
Salesforce06:00 export NetSuite06:05 export Comp planfrom SharePoint Power Queryclean · join · checkΔ 0.00 vs GL ✓ Exec email07:00 Monday Power BIrefreshed Rep statementshuman review

Power Query refreshes, Python and SQL jobs, scheduled distributions and AI-assisted drafting for the parts of the work that are judgement, not arithmetic. We always say which steps were automated and which were checked by hand.

What you get

Every engagement is scoped in writing before work starts. These are the usual deliverables; take the ones you need.

Automated refreshPower Query, Python or SQL

Exports, transforms and loads that run on a schedule instead of a person.

Included

Scheduled distributionEmail, Teams or shared drive

The right report to the right people on the right day, without a reminder.

Included

AI-assisted workflowPlaybook plus setup

Claude or ChatGPT inside a process, with prompts, guardrails and a review step documented.

Included

Team trainingLive, with recordings

Hands-on sessions on Power Query, Excel modelling and AI tools for finance and ops teams.

Included

Why this is a known quantity

The founder's in-house record on this exact work, before Known Quantity existed.

20 hrs/week

of manual reporting removed at one company

See the results

Human in the loop

on every payout, forecast and customer-facing number

See the results

Daily AI use

since 2023 for speed, never for the final check

See the results

How it goes

  1. Step 1 of 3

    Scope it in writing

    A few emails to pin down the problem, the data and what "done" looks like. You get a written scope and a price before anything starts.

    The full process
  2. Step 2 of 3

    Build on your real data

    Days, not months, for most projects. We say which parts were automated and which were checked by hand.

    How we use automation
  3. Step 3 of 3

    Hand it over, documented

    Files, logic and a walkthrough. Nothing depends on us to keep running.

    What that looks like

Questions people ask

Is our data safe with AI tools?

We use enterprise or API tiers that do not train on your data, and we keep customer identifiers out of prompts where they are not needed. The policy is written down before any data is touched.

What if the automation breaks?

Every job logs what it did and alerts someone when it did not. You get the code and the runbook.

Related work

Sales compensation & quotas

Commission plans that pay the right amount, on time, with an audit trail reps can read.

Read more

Reporting & dashboards

Reports that refresh on schedule and land in the right inbox, so nobody rebuilds the Monday file by hand.

Read more

CRM & ERP data quality

Clean, trusted records in Salesforce, Dynamics, NetSuite and Business Central, and the checks that keep them that way.

Read more

Ready to scope automation work?

Send a few lines about the problem and the tools involved. You will have questions or a quote within one business day.

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