Practical automation guides
Step-by-step guides for Power BI, Power Automate, Google Sheets, SharePoint, REST APIs, Python and AI-assisted automation — the same tools and patterns I use to solve real business problems.
How to Import a REST API into Power BI
Connect Power BI directly to a REST API and load the response as a query.
Read guide →How to Authenticate an API in Power BI
Pass API keys and auth headers into Power Query without exposing secrets.
How to Turn JSON API Data into a Power BI Table
Expand nested JSON responses into clean, flat tables in Power Query.
How to Add API Parameters to Power BI
Use query parameters so reports can be filtered without editing M code.
How to Refresh API Data Automatically
Schedule refreshes so Power BI always reflects the latest API data.
How to Build a Power BI Report from an API
Go from a raw API endpoint to a working report end-to-end.
How to Export Power BI Data for Management Reporting
Package Power BI visuals and tables for stakeholders who don't use Power BI.
How to Send Automatic Task Reminder Emails from Google Sheets
Trigger reminder emails straight from a spreadsheet using Apps Script.
How to Send Licence Expiry Reminders from Google Sheets
Flag upcoming licence and certification expiries automatically.
How to Send an Email When a Spreadsheet Date Is Approaching
Compare dates against today and trigger email alerts on a schedule.
How to Create a Simple Task Reminder System in Google Sheets
Build a lightweight task tracker with built-in reminders, no add-ons required.
How to Automatically Flag Overdue Tasks
Highlight overdue rows automatically with conditional formatting and scripts.
How to Create Recurring Reminder Emails with Apps Script
Set up time-driven triggers so reminders repeat without manual effort.
How to Send an Email When a SharePoint Task Is Due
Watch a SharePoint list and notify owners before tasks are due.
How to Create an Approval Workflow
Route items for sign-off automatically using Power Automate approvals.
How to Automatically Save Email Attachments to SharePoint
Capture incoming attachments into a SharePoint library without manual filing.
How to Notify Someone When a SharePoint Item Changes
Trigger notifications on create/update/delete for a SharePoint list or library.
How to Create a Simple Document Approval Process
Move documents through review and sign-off stages automatically.
How to Send Reminders for Overdue SharePoint Tasks
Escalate overdue SharePoint tasks automatically before they're forgotten.
How to Create a Simple SharePoint Task Tracker
Build a lightweight task tracker using a SharePoint list, no code required.
How to Create a SharePoint List for Licences
Track staff licences and certifications with a structured SharePoint list.
How to Add Calculated Expiry Dates
Use calculated columns to derive expiry dates from issue dates automatically.
How to Create a SharePoint Approval Process
Add approval stages directly to SharePoint list items.
How to Connect a SharePoint List to Power BI
Report on live SharePoint list data from inside Power BI.
How to Replace an Excel Process with SharePoint
Migrate a shared spreadsheet process into a more reliable SharePoint list.
How to Use Python to Export API Data to Excel
Pull data from a REST API and write it straight into an Excel workbook.
How to Automatically Combine Multiple CSV Files
Merge a folder of CSV exports into a single clean dataset.
How to Turn API Data into an Excel Report
Format raw API output into a polished, shareable Excel report.
How to Automate a Repetitive Reporting Task with Python
Replace a recurring manual report with a short, repeatable script.
How to Generate PDF Reports from Data
Turn tabular data into formatted PDF reports on demand.
How to Use AI to Automate a Repetitive Business Process
Use AI to design and scaffold an automation for a manual, repetitive task.
How to Use AI to Write a Power Automate Expression
Get AI to draft and explain tricky Power Automate expressions.
How to Use AI to Create a Python Automation
Prompt AI to scaffold a working Python automation script from a plain description.
How to Turn a Manual Process into an Automation
A general approach for spotting and automating repetitive manual work.
How to Use AI to Document an Existing Process
Use AI to turn a working process into clear, shareable documentation.