> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/assistant/agent/workflows.md).

# Workflows

Agent workflows show common ways to use Agent for workbook review, edits, data summaries, pivot tables, audits, comparisons, and knowledge base research.

<figure><img src="/files/B0NFzVOrHXZb64w4UX4l" alt="Agent organizes workbook tasks into workflow options"><figcaption><p>Start with the workflow closest to your goal, then narrow the task as Agent learns more about your workbook.</p></figcaption></figure>

Use these pages as starting points. Adapt the prompts to your workbook, your organization's review standards, and the level of detail you need.

## Available workflows

* [Analyze a workbook](/assistant/agent/workflows/analyze-a-workbook.md)
* [Edit cells, ranges, and sheets](/assistant/agent/workflows/edit-cells-ranges-and-sheets.md)
* [Work with tables and SQL](/assistant/agent/workflows/work-with-tables-and-sql.md)
* [Create and manage pivot tables](/assistant/agent/workflows/create-and-manage-pivottables.md)
* [Audit a workbook](/assistant/agent/workflows/audit-a-workbook.md)
* [Compare workbooks](/assistant/agent/workflows/compare-workbooks.md)
* [Use Agent with knowledge base articles](/assistant/agent/workflows/use-agent-with-knowledge-base-articles.md)

## How to use a workflow

Start with the workflow closest to your goal. Run the first prompt as a review step, inspect Agent's response, then ask a narrower follow-up. For workbook edits, ask for a preview before Agent writes to the workbook.

A good workflow prompt names:

* The sheet, range, workbook, table, file, or article Agent should use.
* Whether you want review only or workbook changes.
* The level of detail you need.
* The answer format, such as bullets, a table, or a new worksheet.

## Prompt tips

* Select the relevant range before asking about specific cells.
* Ask Agent to include cell references when findings matter.
* Ask for a summary first when the workbook is large or unfamiliar.
* Use read-only mode for exploration and Ask for edit mode for changes.
* Break large requests into smaller steps when Agent needs to inspect many sheets or files.


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# Agent Instructions
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