DataSnipper Excel Agents bring intelligence directly into Excel. Describe what you want to achieve and the Agent handles the execution, reading source documents, reconciling data, applying audit and finance logic, and generating fully traceable output ready for review.
Video tutorial
What the video covers
How to open your royalty calculations workpaper, initiate an Excel Agent, enter a prompt describing the procedure, confirm the Agent's plan, review the generated outputs and formulas, and apply professional judgement to the results.
Prerequisites
DataSnipper v26.1 or later
DataSnipper Accelerate or Elevate package
Internet access
Steps
Open your Royalty Calculations Excel workpaper and document the procedure outline.
Click the Excel Agents icon in the DataSnipper ribbon.
Enter your instruction in the prompt to tell the Agent what to do.
The Agent summarizes the procedure it plans to perform. Confirm to proceed if the summary looks correct.
Once complete, the Agent provides a summary of actions taken. The workpaper includes all generated outputs and the underlying Excel formulas for full traceability.
Use your professional judgement to review the output and make any required adjustments.
For guidance on writing effective prompts for Excel Agents, see the article on Excel Agents prompt writing best practices.