Audit a workbook

Agent can review workbooks for common modeling issues and summarize findings with cell references.

Use this workflow when you want a structured review rather than a general workbook summary. Agent can help you find signals that deserve human review, but you should confirm the business context before changing formulas.

When to use this workflow

Use this workflow when you want Agent to review a workbook for possible errors, risks, or model quality issues.

Agent can help identify issues such as:

• Hardcoded numbers in formulas.

• Links to other workbooks.

• Formulas that refer to hidden sheets.

• Inconsistent formulas.

• Cells that show errors.

• Formulas that may slow down the workbook.

• References to entire rows or columns.

• Text, spacing, or validation issues.

Example prompts

• "Review this workbook for formula issues and hardcoded constants."

• "List potential model risks on the active sheet."

• "Find formulas that reference hidden sheets or external workbooks."

• "Run a workbook review and group findings by severity."

• "Audit Inputs!A1:K80 and return findings with cell references."

Recommended steps

1. Use read-only mode for the first review.

2. Ask Agent to review the workbook or a specific sheet.

3. Review the grouped findings and cell references.

4. Ask for details on the highest-priority items.

5. Decide which issues should be fixed and ask for a preview before edits.

Suggested finding format

For a clearer review record, ask Agent to return a table with:

• Severity.

• Sheet and cell reference.

• Issue type.

• Why it matters.

• Suggested next step.

Tip

A finding is a signal to review, not always proof of an error. Confirm the business context before changing formulas.