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To get the most out of the AI
Chatting with the AI assistant
Learn how to give effective instructions to the AI so it modifies your Excel correctly.
schedule 5 minutes read
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Step 1
Be specific with cells
If you want to touch a particular cell, mention it: "In cell B5 put the sum of B1:B4". The assistant understands natural language but produces better results with explicit references.
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Step 2
Mention sheets by name
If you have multiple sheets, tell it which one to use: "In the Sales sheet...". The assistant already knows the structure of your workbook (sheets, columns, data types) before each message.
💡 Tip: Ask it to "summarize my workbook" if you want to see what it understands about your file. -
Step 3
Use concrete examples
Instead of "clean the table", say "delete rows where column E is empty". Instead of "make a chart", say "create a column chart with sales by month".
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Step 4
Review what it did
After each action, the assistant shows a message like "Set value B5 = 100". If something looks wrong in the Excel, tell it what to change — it keeps the conversation context.
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Step 5
Ask for big things in a single instruction
The assistant can chain many operations: "Clean the empty rows, sum the totals by category in a Summary sheet, add a column chart and apply currency formatting". It plans and executes step by step.
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Step 6
Bring your own API key (BYOK)
In Settings you can configure your personal OpenAI key. When active, tokens are billed to your OpenAI account directly — no plan limits.
💡 Tip: Useful if you're going to process many files or long requests.
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