◆ Excel · formulas

Record Matching

Find permits that don’t match contractor records by adding a lookup column that compares Permit contractor name to the…

2heights
2tasks
1roles do it
See the prompt↓More formulas workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Find permits that don’t match contractor records by adding a lookup column that compares Permit…+
Find permits that don’t match contractor records by adding a lookup column that compares Permit contractor name to the Contractors master list using XLOOKUP and flags mismatches and missing contractor records for inspection prioritization.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Help me triage inspections by surfacing mismatches: add a lookup that finds contractor IDs and…+
Help me triage inspections by surfacing mismatches: add a lookup that finds contractor IDs and contact; flag exact mismatches and blanks, show side-by-side contractor details for quick review, and create a filterable view sorted by mismatch severity so I can target permits most likely to need inspection this week.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Quickly find which permits don’t match contractor records so I can decide which to inspect first.

Who does this

1 roles
Zoning Inspector

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.