Service guides / AI automation
Project enquiry brief · AI automationSpreadsheet consolidation: project enquiry brief
Turn the planning decisions into a useful enquiry. Start with sample workbooks and column definitions and plan a merged dataset with a validation report.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- sample workbooks and column definitions.
- Proposed result
- a merged dataset with a validation report.
- A decision to resolve
- conflicting identifiers and inconsistent units.
This is a planning example. It does not describe a completed client engagement.
Project enquiry brief for this project
- Describe why you need a merged dataset with a validation report and who will use it.
- List the available sample workbooks and column definitions; mention anything still missing.
- Flag conflicting identifiers and inconsistent units as an open scoping question. Include timing, budget range and the person available to review the work.
Questions to answer together
- What outcome matters, and what is the current obstacle?
- Which examples can be shared for initial scoping?
- What budget range, target date and review availability should be considered?
What to have at the end
A concise enquiry with a proposed outcome, source pack, open decisions and timing.
Record the decision on conflicting identifiers and inconsistent units alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.