Guide

Excel Automation With AI

Automate formulas and reports, then verify the result with reasoning you can explain.

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Start With the Formula You Know

Before asking AI to write a formula, write the version you know — even if it is incomplete. Then ask AI to improve it. This keeps you in the loop and builds understanding rather than dependency.

Automate the Repetitive Parts

The best use of AI in Excel is automating the parts you already understand: formatting, conditional logic, lookup chains. If you do not understand the formula, you cannot catch errors when the data changes.

Verify With Reasoning

After generating a formula, explain it back in plain language. "This formula looks up the value in column B where column A matches the input, and returns zero if nothing is found." If you cannot say that, you do not own the formula yet.

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