Workflows

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

Start with the workflow closest to your goal, then narrow the task as Agent learns more about your workbook.

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

• Edit cells, ranges, and sheets

• Work with tables and SQL

• Create and manage pivot tables

• Audit a workbook

• Compare workbooks

• Use Agent with knowledge base articles

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.