Supplier price list workflow
Reuse SKU, pack, tax, wholesale price, retail price, and review rules for recurring supplier lists.
Open starting pageWorkflowsdocument workflow automation
Document workflow automation for Excel and CSV.
Save the columns, rules, and output format you use for recurring documents. Reuse the workflow whenever similar PDFs, receipts, screenshots, emails, or pasted notes need to become clean spreadsheets.
01
Bring the documents
Upload PDFs, screenshots, photos, emails, or paste notes that follow a repeated business pattern.
02
Define the sheet
Tell Messy2Sheet the columns, cleanup rules, and output format you want.
03
Save the workflow
After the result looks right, save the workflow so the same rules can run again.
04
Reuse with new files
Drop in a similar batch later and export another Excel or CSV with the same shape.
What it automates
The repeat work is the cleanup logic.
This is not an approval suite or a background inbox watcher. It is a reusable document-to-spreadsheet workflow for teams that keep receiving similar files and keep cleaning them into the same spreadsheet shape.
Reusing extraction instructions
Keeping the same output columns
Applying the same cleanup rules
Exporting repeat batches to Excel or CSV
Real sample
A public VAT invoice becomes workflow-ready spreadsheet rows.
This proof uses a public Fakturoid VAT invoice. A document workflow should remember the invoice header fields, line-item layout, VAT fields, payment fields, currency, source reference, and review notes after a user accepts the first spreadsheet.
Invoice source
1
Line rows
5
CSV columns
16
Amount due
151690 CZK
Source: one public invoice with five visible line items and 21% VAT.
Workflow-ready output
Saved fields for the next similar invoice.
The workflow should not invent approval, payment status, GL coding, vendor account IDs, or hidden tax advice. Those stay out of the saved rule set unless the source shows them.
| invoice_number | supplier | item_description | quantity | vat_rate | amount_to_pay |
|---|---|---|---|---|---|
| 2025-0457 | Borivoj Hejsek | Skoleni personalu | 3 | 21% | 151690 |
| 2025-0457 | Borivoj Hejsek | Novy monitor | 1 | 21% | 151690 |
| 2025-0457 | Borivoj Hejsek | Magic mouse | 2 | 21% | 151690 |
| 2025-0457 | Borivoj Hejsek | Apple iMac 5K 2020 | 27" | 2 | 21% | 151690 |
| 2025-0457 | Borivoj Hejsek | Apple keyboard | 5 | 21% | 151690 |
Workflow memory
invoice headerline itemsVAT fieldspayment fieldssource notesreview notes
Review boundary
Saving a workflow stores the accepted spreadsheet shape. It does not make the next invoice payable, approved, posted, or synced to accounting software.
Workflow examples
Use it when the same spreadsheet job keeps returning.
The best workflow candidates have different source files but a familiar output shape: the same fields, checks, and export format.
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Open starting pageClear boundary
The current workflow starts when you upload files.
It starts when you upload files or paste source data.
It reuses saved columns, cleanup rules, and output format.
It exports a new Excel or CSV file for each run.
It does not yet watch inboxes, route approvals, or sync directly into ERP systems.
Fields it remembers
A workflow saves the spreadsheet shape, not just the file type.
Keep the fields that help you review the next batch: source identity, output rows, and the notes that prevent guessed data.
Source identity
source filesource pagedocument typedocument numberdate
Spreadsheet rows
vendor/customerline itemquantityamountstatus
Review and reuse
unclear valuemissing fieldcleanup noteexport formatsaved workflow
Try it
Build the first run, then save it as a workflow.
Start with source documents and a clear target spreadsheet shape. After the result is accepted, use Save workflow on the result page to reuse the same rules with new files.
Best for repeat PDFs, receipts, screenshots, emails, and pasted business notes.
Document workflow automation
Upload recurring business documents or paste notes. The rules are prefilled for document-to-spreadsheet cleanup.
Next paths
Choose the next page by where you are in the process.
Convert one file first, choose a fixed template when the layout is known, or pick a specific workflow when the repeat job is clear.
Convert first
Start here when you only need to convert one messy source file into a clean spreadsheet.
Browse convertersUse a template
Move here when the final workbook needs a fixed company layout or a reusable template.
Browse templatesChoose a workflow
Return to the workflow hub when you want a more specific repeat process by file type.
Browse workflowsFAQ
Questions before saving a document workflow?
What does document workflow automation mean here?+
It means saving the columns, cleanup rules, review fields, and export format after one good document-to-spreadsheet run, then reusing them for similar files.
Does it watch my inbox or run in the background?+
No. This workflow starts when you upload files or paste source data. It does not yet watch inboxes, route approvals, or sync to ERP systems.
What should I save as a workflow?+
Save repeat jobs where the source changes but the output stays familiar, such as supplier price lists, purchase orders, invoice trackers, bank statements, work orders, or order emails.
Can I still review the spreadsheet before export?+
Yes. The workflow is built around reviewable Excel or CSV output, with unclear values and missing fields kept visible before export.