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What do the file types and technical terms mean?
PDF
A document you can read in a browser or PDF reader.
CSV
A plain spreadsheet file. Open it in a spreadsheet app to see rows and columns.
TXT
A plain-text checklist or template. Open it in a text editor or copy its text.
SOP or procedure
Step-by-step instructions for a task.
CRM
An app used to organize customer or contact records.
Workflow
The steps that move a task from start to finish.

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See the working files

Show the work.
Explain the decisions.

See the starting point, what changed, and the decisions that still need review. Explore downloadable sample files, checked comparisons, a procedure PDF, and an interactive intake demonstration.

Fictional demonstrations · Downloads, walkthroughs and local interactive examples

Fictional · Spreadsheet walkthrough

A purchasing export, made traceable

Follow 30 fictional source rows: 23 prepared for use, six held for review and one duplicate excluded, with the original values retained.

30source rows6held for review$0difference

Fictional · Procedure PDF

An order mismatch, handled step by step

Read seven steps for a fictional two-unit order shortage, including the records to check, approval required and evidence needed to close the case.

3pages7operating steps1worked case

Fictional · Worked example + CSV downloads

Supplier quote comparison

Compare three fictional quotes for the same packaging order. Demo Supplier C totals $1,397.40 before tax, with one lead time still missing.

3supplier quotes1missing lead time

Fictional · Worked example + CSV downloads

Open-order snapshot

A static review of 10 fictional open order lines on 6 October 2026: 5 overdue, 3 missing confirmations, and 7 unique lines needing follow-up.

10open lines7exception lines

Fictional · Worked example + CSV downloads

CRM import preparation

Turn 12 fictional contact rows into 7 prepared rows, hold 4 for decisions, and exclude 1 exact duplicate.

12source rows7ready4held

Fictional · Worked example + CSV downloads

Catalog variant preparation

Prepare 4 of 8 fictional variant rows. Hold 3 unresolved rows and exclude 1 exact duplicate.

8source rows4ready3held

Fictional · Interactive local demonstration

Intake workflow demonstration

Try normal, duplicate, incomplete and failed requests. Inspect local results; nothing is connected or sent.

4test scenarios0live connections

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