> 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/audit-a-workbook.md).

# 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.


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# Agent Instructions
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