Botfolio

Tutorials & Workflows

Learn how to make the most of Botfolio’s tools — from quick tips to full workflows that combine PDF conversion, Regex, SQL, and Excel automation.

Best Practices

  • Combine PDF → Excel and Pivot Builder for fast data summarization.
  • Use Regex first to clean messy text before feeding it into Excel.
  • SQL can extract structured datasets — then analyze them with Excel formulas.
  • Save your favorite queries, formulas, or regex patterns for reuse across projects.
  • Each tool’s AI assistant can build off your previous output — try running them in sequence for smarter results.

More guided walkthroughs coming soon — including advanced data automation tutorials.