Excel
ChatGPT
Claude
CopilotCreate
Intermediate·30 min
Create a marketing "bill of materials" for a launch
Coordinate every asset a campaign needs across channels into one build list with owners and dependencies.
Word
PlannerUpdated Sep 30, 2026
Scenario
Marketing has one list of users, Sales has another. The names don't match perfectly.
Mission
Use fuzzy matching to align the two datasets.
Start Files
marketing-list.csv
30 customers from the Marketing CRM.
sales-list.csv
30 customers from the Sales CRM, inconsistent naming.
| Name | Company | Domain |
|---|---|---|
| Alex Novak | Novak Ltd | novak.com |
| Jordan Reyes | Reyes LLC | reyes.com |
| Taylor Chen | Chen | chen.com |
| Morgan Patel | Patel Group | patel.com |
| Casey Kowalski | Kowalski Inc | kowalski.com |
Preview — first 5 rows of marketing-list.csv
Your task
- Normalize both lists: lowercase names, trim whitespace, and strip common suffixes (Inc, LLC, Ltd).
- Match records across the two lists using a fuzzy match on name and, where available, domain or phone number.
- Merge into a single table and flag any match below your confidence threshold for manual review.
Prompt idea:
I have two customer lists with inconsistent naming (sample rows below). Suggest a fuzzy-matching approach I can build in Excel, including how to score match confidence and what threshold you'd use to flag a pair for manual review.
Check Your Result
How many customers appear in both lists once you account for naming differences?
Need a hint?
Strip company suffixes (Inc, LLC, Ltd) and compare on name + domain, not on exact string match.
Reveal Solution
The solution files contain the completed challenge. Review the approach to see if you missed any edge cases.
Related Workflows
Analyze
Advanced·45 min
Analyze customer profitability
Merge cost and revenue data to find hidden margin drains.
Updated Sep 30, 2026
WORK WITH LIMINALS
Make AI useful for your team.
Get practical help with AI consulting or ask about training courses for your team.