Tips & Tricks

Create a 2-page summary document with: Executive Summary (1 paragraph), Key Findings (bullet points), and Recommendations (numbered list). Save as summary.docx

I have a budget spreadsheet with income in column A and expenses in columns B-F. The totals are in row 20. Fix the formatting to make headers bold, add currency formatting to all money values, and ensure the total formulas are correct.

Please do the following: 1) Create subfolders named "Active", "Archive", and "Reference" 2) Move files modified in the last 30 days to Active 3) Move files older than 90 days to Archive 4) Move all PDF documents to Reference 5) Create an index.txt listing all files and their new locations

Organize my photos by date into year/month folders. Do NOT delete any files, do NOT rename the original files, and do NOT move any videos - only image files.

Rename all .txt files in my Reports folder using this pattern: add "report_" prefix and today's date suffix, so file.txt becomes report_file_2024-01-20.txt

Create an email template for meeting follow-ups with placeholders for: [RECIPIENT], [MEETING DATE], [KEY POINTS], [ACTION ITEMS], [NEXT MEETING]. Save as follow_up_template.txt

Find all files older than 1 year in my Documents folder and list them with sizes. Don't delete yet - just show me the list so I can review.

Download the Q4 data from my Drive, clean up any formatting issues, calculate monthly totals, then create an Excel report with a chart showing the trend.

Save using this naming convention: YYYY-MM-DD_ProjectName_DocumentType.ext (e.g., 2024-01-20_ClientX_Proposal.docx)

Organize my documents into folders by type, and create an index.md file listing every file with its new location, original location, and a brief description.

Create this folder structure: Archive/[Year]/[Project Name]/[Documents|Assets|Notes]. Move all projects not modified since 2023 into the appropriate year folders.

First, create a backup copy of my Photos folder called Photos_backup_[date]. Then proceed to rename the photos in the original folder.

First, process just the first 5 invoices and show me the results. If they look correct, I'll ask you to continue with the rest.

Find potential duplicate files and list them grouped by duplicate sets. Show me file sizes and dates. Don't delete anything until I confirm which ones to remove.

Clean up /Users/myname/Downloads (not any other Downloads folder). Only process files directly in this folder, not subfolders.

Download all spreadsheets from my "Q4 Reports" Drive folder, merge them into a single Excel file with each original file as a separate sheet, create a summary sheet with totals from each, then upload the combined file back to a new "Consolidated" folder in Drive.

Process each CSV in the folder: If it has more than 1000 rows, split it into smaller files. If any column contains dates, standardize to YYYY-MM-DD format. If there are any empty rows, remove them. Log all changes made.

Move files older than 6 months to the Archive folder. After completing, create a verification report showing: total files moved, total size, any files that couldn't be moved and why, and confirmation that originals are intact.

Set up my monthly reporting workflow and create a documentation file explaining: what folders it uses, what files it creates, what formulas/logic it applies, and how to run it again next month with new data.