Hi. I am new to easymorph.
Is it possible to automate excel file, remove certain formatting, run formulas, filter, remove duplicates (like creating a macro in excel) then automatically export and email into CSV file?
Can someone advise which specific tutorials I need to watch?
Hi @Sarfaraz and welcome to the Community!
Yes, it’s possible. EasyMorph has been built exactly for tasks like that.
To import an Excel file, use the “Import from Excel” action. The action only imports data, EasyMorph doesn’t import formats. The tutorial is here: Loading files | EasyMorph
To do calculations using a formula in EasyMorph, see this tutorial: EasyMorph | Actions for calculations
To filter and remove duplicates, see here: EasyMorph | Filtering actions
To export into CSV, use the “Export to delimited text” action. Here is the relevant tutorial: EasyMorph | Export to files
Finally, to send emails, use the “Send email” action. Here is the tutorial on sending emails: EasyMorph | Sending and receiving emails with attachments
The tutorial articles mentioned above are chapters from our tutorial. I highly recommend going through the entire tutorial, or at least scanning through it: Learn how to transform data | EasyMorph