Producing Excel, Word, and PowerPoint from Raw Data — Turn CSVs and notes into formatted business documents

I have two CSV files with settlement data. File 1 has Settlement_Amount, File 2 has Recorded_Amount. Create an Excel workbook with 3 sheets: Matched (amounts equal), Variances (amounts differ, with Difference column, RED for >$500, YELLOW for $100-500), Summary (formulas for totals, counts, net variance). Sort variances by largest first.

Create a chargeback tracking Excel workbook from my CSV. Add dropdown validation for Card_Scheme and Status columns. Conditional formatting: RED for past deadline, YELLOW for due within 3 days, GREEN for Won, GRAY for Lost. Summary sheet with auto-calculating formulas for totals, win rate, cases by scheme.

I'm disputing a chargeback. Here are the details:
- Reason code: [e.g., Visa 10.4 - Fraud, Card Present]
- Transaction amount: [amount]
- Transaction date: [date]
- Evidence I have: [list what you have — receipt, delivery confirmation, AVS match, 3DS authentication, merchant-cardholder communication]

Draft a dispute rebuttal summary (max 1 page) that: (1) states which evidence addresses the reason code, (2) argues why the transaction was legitimate based on the available evidence, (3) identifies what additional evidence would strengthen the case, (4) flags if the evidence is likely insufficient to win. Write it as if it's going on the front page of an evidence PDF submitted to the card scheme.

Be direct. Schemes read hundreds of these — get to the point.

Read team notes or process docs. Create a "New Starter Guide" with: what the team does, key processes, tools, jargon glossary, who to ask, first-week checklist. Write like a helpful colleague, not a policy document. Save as DOCX.

Read summary data CSV. Create an 8-10 slide quarterly business review: executive summary, trends, breakdown by category, top issues, recommended actions. Speaker notes on every slide. The deck should tell a story, not just show numbers. Save as PPTX.

I have receipt photos in my workspace folder (screenshots or photos of receipts). Read each image. For each receipt, extract: date, vendor name, amount, and category (travel, meals, office supplies, software, other). Create an Excel expense report with: Sheet 1 — all expenses sorted by date, Sheet 2 — summary by category with totals, Sheet 3 — any receipts where the amount was unclear or the image was hard to read (flag for manual review). Use formulas for the totals.

I have a CSV file with contact details (Name, Company, Email, and a few custom fields) and an email template below. For each row in the CSV, create a personalised version of the template — replacing placeholders with the actual values, and adjusting the opening line to reference their company name naturally. Save all 50 emails as a single Word document with clear separators between each one, ready for me to review and send manually.

[Paste your email template here with {{Name}}, {{Company}} placeholders]

I'm pasting this month's chargeback data (or attaching a CSV). Create a scheme compliance report with: (1) chargeback ratio per card scheme (Visa, Mastercard, AMEX) — calculated as chargeback count / total transaction count, (2) comparison vs. previous month (include a Trend column: UP, DOWN, FLAT), (3) threshold breach warnings — flag any scheme where the ratio exceeds: Visa 0.9%, Mastercard 1.5%, (4) breakdown by reason code category per scheme, (5) a 3-line executive summary stating whether we're compliant, which schemes need attention, and recommended actions. Create as an Excel workbook with a Summary sheet and a Detail sheet.

[Paste or attach your chargeback data]

I have a list of merchants stuck in onboarding. For each merchant, I'll paste: merchant name, current stage, days waiting, and what's missing (if known).

For each merchant, draft a professional follow-up email that: (1) addresses the merchant by name, (2) states their current onboarding stage in plain English (not internal jargon), (3) lists exactly what they need to submit or do next, (4) gives a clear deadline, (5) offers a contact point for questions. Keep the tone helpful, not bureaucratic. Save all emails in a single Word document, one per page.

[Paste your merchant list here]

I'm pasting my team's current workload: each person's name, their current assignments, deadlines, and estimated hours remaining.

Create a capacity analysis with: (1) a heat map view — who's overloaded (>40h/week committed), who has bandwidth (<30h), who's at capacity, (2) deadline conflicts — tasks due the same week that share a person, (3) items at risk of slipping based on hours remaining vs. time available, (4) suggested rebalancing — which tasks could shift to someone with bandwidth. Create as an Excel workbook. Be honest if the data is too vague to draw conclusions.

[Paste your team workload here]

I'm pasting a Slack thread (or email chain, or voice note transcript) where someone explained how a process works. It's informal and scattered, but the knowledge is in there.

Turn this into a formal Standard Operating Procedure (SOP) document with: (1) Purpose — what this process achieves in one sentence, (2) Scope — who does this and when, (3) Prerequisites — what you need before starting, (4) Step-by-step instructions — numbered, specific, no ambiguity, (5) Decision points — where judgment is needed and what to consider, (6) Escalation — when to stop and ask someone, (7) Common mistakes — things that go wrong based on what was mentioned.

Format as a Word document. Flag any steps where the original explanation was vague — mark them with [NEEDS CLARIFICATION] so the team can fill in the gaps.

[Paste the informal explanation here]

I have a messy CSV (or spreadsheet data) with inconsistent formatting. Clean it up:

(1) **Names** — standardise capitalisation (Title Case for company names, consistent format for person names).
(2) **Dates** — convert all dates to YYYY-MM-DD format regardless of input format.
(3) **Phone numbers** — standardise to international format (+44..., +1...).
(4) **Duplicates** — flag rows that look like duplicates based on name + email (or name + company). Don't delete them — just add a "Possible_Duplicate" column.
(5) **Blanks** — flag rows with missing critical fields (email, company name, or whatever I specify as required).

Create a clean CSV and a separate "Cleaning Report" listing every change made, so I can verify nothing was mangled.

[Paste or attach your messy data]

I need a market research brief on: [topic / market segment / competitor / trend].

Create a structured research document with: (1) Overview — what is this market/topic and why it matters, (2) Key players — the main companies or products in this space with a one-line summary of each, (3) Trends — what's changing right now (last 12 months), (4) Opportunities — where there might be gaps or underserved needs, (5) Risks — what could go wrong or what to watch out for, (6) Relevance to us — how this connects to a payments/FinTech business specifically.

Use publicly available information only. Flag anything you're uncertain about with [VERIFY]. Keep it under 3 pages — this is a brief, not a thesis.