Hi everyone!
I’m setting up a Make.com workflow to manage data entries in an Excel file where I need to assign a sequential “Lfd. Nummer” (serial number) to each row. Each property (object) should have its own “Lfd. Nummer” series that increments with each new entry. Additionally, I need the list to be self-updating, so each time I add new data for a property, it should automatically pick up where the numbering left off.
Main Challenges:
- Finding the Last “Lfd. Nummer” per Property: I need to identify the most recent “Lfd. Nummer” for each property to know where to continue numbering. Each property should have its own sequence (e.g., Property A might have entries with Lfd. 1, 2, 3…, while Property B starts at Lfd. 1 for its entries).
- Ensuring Correct Incremental Updates: When new rows are added, they should get the correct incremental “Lfd. Nummer” without gaps or duplicates. This has been challenging to automate reliably, as each property needs to maintain its sequence even as new data is added at different times.
- Maintaining a Self-Updating List: I’d like the workflow to be “hands-off” once it’s set up, automatically updating the “Lfd. Nummer” based on the last entry for each property. The goal is to avoid manual checks and have the workflow seamlessly assign numbers as data is added.
Current Workflow Progress:
I’ll include screenshots of my current workflow setup to help illustrate where I’m at. The workflow is running well so far, and the Excel integration is functioning correctly. I’m using OpenAI to parse data into a structured format before inserting it into Excel, which has been working smoothly.
Next Steps: I may need to adjust the OpenAI prompt slightly to filter out unnecessary “TOPs” to optimize processing. Once that’s refined, the data transfer to Excel should be streamlined.
Questions for the Community:
- Has anyone set up a similar workflow for sequential numbering by property or another unique identifier?
- Would using a hidden tracking sheet be a better approach for storing the latest “Lfd. Nummer” for each property and updating it as needed?
- Is there a recommended way to structure this workflow in Make to ensure reliability and prevent duplicate or missing numbers in the sequence?
Since this is my first Make.com project, I’d love any guidance or best practices on structuring the workflow or using specific modules to solve this! Thanks so much for your help and insights!