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Every month-end

Every month-end I type eighty rows of an Excel sheet into our sales system from 2005, because it has no import and no API.

How it goes now

Read the next row.Switch to Depot.New order.Type the customer.Tab. The item.Tab. The quantity.Save.Copy the order number.Back to Excel. Paste it. Next row.

Eighty rows, one field at a time.

Tell Kitewell once

You
For each row of month-end.xlsx, enter the order in Depot and write the order number Depot gives it back beside the row.

That's the whole setup. Kitewell lays out every step for you to check, and nothing is saved until you apply it.

Then it runs on its own

month-end.xlsxRunning on this computer

  1. Read the rows to runFrom the workbook you link. Before anything runs, you see which rows will run, and why any other row won't.Done
  2. Enter one orderFor each row: opens Depot, enters the customer, item, and quantity, saves, and reads the order number Depot shows.Done
  3. Write the order number backEach order number goes into the workbook beside its row, with the row's status.Done

What you get instead

month-end.xlsx

CustomerItemQtyOrder NoStatus
Alder & Co.A4 paper5SO-11842Done
Brightline LabsToner T-202SO-11843Done
Cobalt FreightLabel rolls10Failed
Dunmore ClinicA4 paper3SO-11844Done
Sample data

Good to know

  • The model works out the first order. Later rows replay what worked with their own values: on Windows by Depot's own fields and buttons, on macOS from the screen. Where a screen no longer matches, the model takes over from there.
  • Try a few rows first. Each row is its own run with screenshots, and a row that failed can run again on its own.
  • Desktop steps use this computer's screen, unlocked, one row at a time. They wait until nobody has touched the mouse or keyboard for five seconds, and pause when you do.

What it needs

  • An Anthropic, OpenAI, or Gemini model that can use a computer
  • Screen Recording and Accessibility allowed on macOS, or Kitewell running in your session on Windows
  • The workbook as .xlsx (not .xls or Google Sheets)

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