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.