Synchronize capacity tool
Keep an Excel capacity tool in sync with clients who are temporarily out of care in the care system.
Overview
Teams maintain an Excel capacity tool for clients who are temporarily out of care, while the care system holds the current source of truth. Every night, this automation compares the two, adds, updates, or removes items in Excel, and writes the latest team schedule alongside them. Stakeholders receive the results of the run via email.
What has changed
- No manual reconciliation between the care system and Excel
- The capacity tool shows the current situation
- Planners see up-to-date client demand and route capacity
At a glance
In één oogopslag
Overzicht
Teams maintain an Excel capacity tool for clients who are temporarily out of care, while the care system holds the current source of truth. Every night, this automation compares the two, adds, updates, or removes items in Excel, and writes the latest team schedule alongside them. Stakeholders receive the results of the run via email.
Wat er verandert
- No manual reconciliation between the care system and Excel
- The capacity tool shows the current situation
- Planners see up-to-date client demand and route capacity
How it works.
What it does per team
- Logs into the care system and loads the teams
- Reads clients with the status 'temporarily out of care' from the Excel tool
- Reads the same clients and their appointments from the care system
- Compares both and determines per client: create, update, delete, or flag
- Writes the changes and the latest team schedule to Excel
- Emails the log and the results
Rules
For every client, the automation compares the care system with the Excel tool and determines whether an item should be created, updated, deleted, skipped, or flagged as an exception. The care system is always the source of truth. The same input always leads to the same outcome, and every run leaves behind an auditable log.
Check out other automations.
Frequently asked questions.
No. The digital colleague works in the screens and systems your team already uses, whether they are legacy applications without an API or modern ones, so there is nothing to replace.
Yarado builds it, runs it and monitors it. When a screen or a system changes, we adjust the automation, so your team needs no developer or automation skills of its own.
Yes. Every run is recorded in the Yarado portal, where you can see which processes ran, when they last ran, what they produced and what went wrong. Depending on the automation, the processing log is also emailed to the team that needs it.
Yarado monitors every run and is alerted automatically when one fails, so a problem is picked up on our side. Cases that need a person are reported to your team with the reason, in the portal or by email.
Yes. Automations are built around your own steps and systems, and this page is just one example of what is possible. A first automation is typically live in weeks, not months.