Steps run from top to bottom, and each step works on the result of the one before. Every step is a fixed, predictable rule; there is no AI guessing. Open a step's Options to change its settings. Steps marked removes data delete rows or columns, and every removed row appears in the Removed rows tab with the step that removed it.
Tidy column headers
Trims header names, names blank headers and gives duplicate names a _2 suffix. Header style can keep names as they are (trim only), or convert them to snake_case, Title Case or lower case. Later steps keep pointing at the same columns when you change the style.
Trim whitespace
Removes spaces at the start and end of cells. Options: Squeeze repeated spaces inside cells and Fix invisible characters (non-breaking, zero-width), both on by default. Choose columns, or leave none ticked to trim all columns.
Remove blank rows
Deletes rows where every cell is empty or only spaces.
Remove duplicate rows
Deletes repeated rows. Compare by lets you tick key columns such as Email; with none ticked, the whole row must match. Choose whether to keep the first or last copy, and whether to Ignore upper/lower case and Ignore extra spaces (on by default). See the guide on removing duplicates.
Standardise dates
Finds date columns and rewrites every date in one output format: YYYY-MM-DD (the default), MM/DD/YYYY, DD/MM/YYYY, DD.MM.YYYY, D MMM YYYY or MMM D, YYYY.
- Ambiguous dates like 03/04/2024: by default the step decides per column from the data. If a column could be day-first or month-first, it is left unchanged and flagged so you can choose DMY or MDY. You can also force day first or month first for all columns.
- Keep times after the date is on by default.
- Treat plain numbers as Excel date serials (45296 = 2024-01-05) is off by default; tick it and choose the column explicitly.
- Two-digit years 00 to 49 become 20xx; 50 to 99 become 19xx.
- Values that cannot be read are left unchanged.
See the guide on fixing Excel dates.
Clean numbers
Strips currency symbols and thousands separators and turns (45.00) into -45.00. Tick the columns that hold amounts. Options: number of Decimals, Percentages (keep the % sign, drop it, or convert to a fraction), Input uses a decimal comma (1.234,50) and Add thousands separators to the output. See the guide on currency and number formats.
Find & replace
Replaces text. Options: Whole cell must match, Match case, Regular expression, and which columns to search (none ticked means all columns). Very slow regular expressions are caught by a safety check, and any processing that runs longer than three minutes is stopped.
Rename columns
Type a new name next to any column. Leave it blank to keep the name.
Reorder columns
Moves the columns you tick to the front, in the order you tick them.
Drop columns
Removes the columns you tick.
Merge columns
Joins two or more columns into one, for example First + Last into Full name. Set the separator and the new column name. Options: Keep the original columns and Skip empty parts.
Split a column
Splits one column into several at a separator, for example "Lee, Ann" into Last and First. Enter the new names separated by commas. Option: Keep the original column.
Tips
Untick a step's checkbox to switch it off without deleting it. If a step cannot run, its card shows "Not applied" with the reason. Save your steps as a workflow.