Overview – What is Work Allocation:
Work Allocation Bot automates the process of distributing tasks or records across users based on defined conditions or randomly, ensuring balanced or conditional assignment. It also creates separate output files for each user or category in designated folders. This eliminates manual splitting and assignment processes, making it ideal for task delegation, reporting, and performance tracking.

• Load the source Excel file with task or record data
• Select allocation logic (equal distribution, random, or condition-based)
• Automatically assign data to individuals or categories
• Generate individual files or sheets, saved in user-specific folders

Work Allocation Bot is suitable for any industry that relies on Excel to manage and distribute workload, especially in environments involving large datasets and multi-user operations. It supports use cases in customer service, HR, auditing, operations, field sales, logistics, finance, and educational institutions. The bot is particularly useful for teams needing to assign daily tasks, split records for review, or prepare user-specific reports.

• Time-consuming task distribution across team members
• Inconsistencies in workload balancing
• Higher risk of errors or duplications in file preparation
• Repetitive splitting and filtering tasks
• Lack of standardization in output formats and folder organization

• Automates task distribution with predefined or randomized logic
• Creates user-specific files or sheets with accurate formatting
• Saves up to 90% of manual effort and processing time
• Ensures equitable distribution and file accuracy
• Reduces dependency on manual coordination or Excel expertise