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Step-by-Step Manual

EPA Manual

From your first visit to mastering EPA —
a complete step-by-step guide.

10 Steps
Visual Walkthrough
~15 min read
Part 1 Steps 1 – 3

Explore the Website

Get familiar with EPA and understand what it can do for your business.

1

Visit epaplatform.com

Open your browser and go to epaplatform.com. You'll land on the homepage with a hero section introducing EPA.

epaplatform.com
Excel Process Automation

Is Excel Chaos Running
Your Business?

Cut manual Excel work by 80%.

Watch Demo Start Free Trial 1

Tip: Click "Watch Demo" to see a video walkthrough, or "Start Free Trial" to begin right away.

2

Explore Features

Scroll down the homepage or navigate to "What is EPA?" to learn about key features. Check out Tutorials for video guides.

epaplatform.com — What is EPA?

Meet EPA · Excel, Reimagined for the Enterprise

EPA transforms everyday Excel work into secure, automated, enterprise-grade business processes.

Scales Excel Safely

Controls Sprawl

Eliminates Manual Work

2 Navigate through the top menu to explore different sections
3

Choose Your Plan

Go to the Pricing page to compare plans. Start with the Free Trial to experience the full platform before committing.

epaplatform.com/pricing

Choose Your Plan

Personal

$50/mo

For individuals

POPULAR

Teams

$200/mo

For departments

Enterprise

Custom

Organization-wide

Start 14-Day Free Trial 3

Tip: The free trial includes all features so you can fully evaluate EPA before choosing a plan.

Part 2 Steps 4 – 6

Start Your Free Trial

Sign up for a 14-day free trial and get started in minutes.

4

Click "Start Free Trial"

Click the "Try Now" button in the navigation bar or "Start Free Trial" on any page. A signup modal will appear.

epaplatform.com

Keep the Excel You Love.

Get the Enterprise Power You Need.

Connect & automate
Team collaboration
Full platform access

Start your free trial!

14-day free trial

First Name *
Last Name *
Business Email *
Company *
Start Free Trial
4
5

Fill Out the Form

Enter your details in the trial signup form. All fields marked with * are required.

epaplatform.com — Trial Signup

Complete your information

John A
Doe
john@company.com B
ACME Corp
Optional
Start Free Trial
5

Tip: Use your business email for the best trial experience. Personal emails (Gmail, Yahoo) are also accepted.

6

Check Your Email

After submitting, you'll see a confirmation page. Our team will send your account setup instructions via email.

epaplatform.com/thank-you-trial

Free Trial Request Received!

You're one step away from experiencing EPA.

1 Account setup instructions within 24 hours (48h weekends)
2 Login credentials via email
3 Onboarding guide provided

Response Time: We'll respond within 24 hours on business days, and within 48 hours on weekends.

Part 3 Steps 7 – 10

Use the EPA Platform

Log in and start automating your Excel workflows.

7

Log In to EPA

Use the login credentials sent to your email. Access the EPA platform from your web browser — no installation needed.

app.epaplatform.com/login

EPA

john@company.com
••••••••
Log In
7
8

Upload Your Excel File

Once logged in, navigate to the Upload section. Drag and drop your Excel file or click to browse.

app.epaplatform.com/upload
Dashboard
Upload
Reports
Settings

Upload Excel File

Drag & drop your file here

or click to browse (.xlsx, .xls)

8
9

Configure Automation

After uploading, configure how EPA processes your file. Set data mappings, scheduling, and output preferences.

app.epaplatform.com/configure

Automation Settings

Data Source A
sales_report_2024.xlsx
Schedule B
Daily at 9:00 AM
Output Format C
Excel + Dashboard
Notifications
Email on completion
Save & Run Automation 9

Tip: Start with a simple setup and refine as needed. EPA supports incremental configuration changes.

10

View Reports & Results

Once automation runs, view your results in the Reports section. EPA generates interactive dashboards from your Excel data.

app.epaplatform.com/reports

Sales Performance Dashboard

Live Export

Total Revenue

$1.2M

+12.5%

Orders

3,847

+8.3%

Avg. Order

$312

+3.1%

Jan Feb Mar Apr May Jun Jul Aug
10

Tip: Use the Export button to download reports as Excel or PDF. Share dashboards with your team via link.

You're All Set!

You've completed the EPA manual. Start automating your Excel workflows today.