I Automated My Entire Excel Workflow

Try Quadratic for free here: https://www.quadratic.ai/kenji How to automate your entire reporting workflow using Quadratic. This video shows how Quadratic can turn a repetitive spreadsheet workflow into an automated AI-powered reporting system. Instead of logging into multiple tools, exporting CSVs, cleaning data, writing formulas, building charts, and manually summarizing results, Quadratic lets you connect directly to live data sources and work with them inside an AI-native spreadsheet. The walkthrough starts with the basics: creating a new Quadratic file, using AI to pull in market data, build charts, format visuals, and make quick changes in natural language. From there, it moves into Quadratic’s real strength: connectors. Using a Postgres database example, the video shows how you can analyze live business data without exporting anything manually. The analysis then turns into a dashboard, with visuals for revenue, profit, categories, regions, and top customers. Quadratic also makes it easy to trace where numbers come from, so you can verify the underlying logic instead of blindly trusting the output. Finally, the video shows how to schedule the entire workflow to run automatically and send a summary to Slack. The main point is that Quadratic helps teams spend less time rebuilding reports and more time acting on the insights. LEARN: 👉 Excel for Business & Finance Course: https://www.careerprinciples.com/courses/excel-for-business-finance 📈 The Complete Finance & Valuation Course: https://www.careerprinciples.com/courses/finance-valuation-course 🔥 AI for Business & Finance: https://www.careerprinciples.com/courses/ai-for-business-finance 🚀 All our courses: https://www.careerprinciples.com/all-courses ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Chapters: 0:00​ -​ Typical Workflow 0:47​ - Quadratic Basics 2:28 - Connecting with Tools 5:05​ - Data Analysis 6:50​ - Dashboard / Report 8:08​ - Automating the Entire Workflow 9:10​ - Sending the Results Automatically