checklist - Google Sheets cleanup checklist for assistants

Google Sheets cleanup checklist for assistants checklist

A repeatable assistant workflow for cleaning names, dates, blanks, duplicates, and combined fields in Sheets. This page is built for virtual assistants, admin assistants, data assistants who need to run sheet cleanup tasks without rebuilding instructions.

Checklist

Mistakes to avoid

not asking what counts as a duplicate

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

deleting source data

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

changing column names without approval

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

skipping a final exception review

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.