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Example workflows

Three complete recipes that turn a source file into a new deliverable. Each one keeps the source unchanged, writes to a new file, and ends with a check of the real file.

Before you start#

  1. Put the source files in one project folder.
  2. Open the main source file.
  3. Ask for the output as a new file, for example under exports/. If you want a spare copy of the source, ask the agent to save one first.
  4. For a big job, turn on Planning Mode in Settings → AI, or ask for a plan in your first message.

When the agent creates a file, the review bar shows Review new file with Keep file and Discard file. If one request changed several files, Keep all and Discard all apply to all of them.

Turn a workbook into an executive brief#

  1. Open the workbook and have the agent find the right sheets:

    Prompt
    Look at @portfolio-review.xlsx. Tell me which sheets hold actual spend, forecast, delivery status and risks, and point out any formula or structure warnings. Wait for my approval.

  2. Once the definitions are right, ask for the brief:

    Prompt
    Create exports/portfolio-decision-brief.docx from the Summary and Risk Register sheets. Include the three largest variances, the owner and due date for every high risk, and the source cell for each number. Don't edit the workbook.

  3. Open the new document and compare every number with the workbook. A well-written paragraph is still wrong if a filter, unit, sign or date range changed. Then choose Keep file, and export to PDF if you need one.

See Excel and CSV for the formula warnings.

Turn a LaTeX paper into a research talk#

  1. Compile the paper so the source and PDF match, then ask for a plan:

    Prompt
    Read @paper.tex and @references.bib. Plan a six-slide talk for an applied machine learning audience: question, prior limitation, method, strongest result, limitations and next step. Use claims from the paper only, and wait for my approval before creating the deck.

  2. Approve or adjust the plan, then:

    Prompt
    Create exports/research-talk.pptx from the approved plan. Add short speaker notes with the source section and citation keys for each slide. Don't change the LaTeX project.

  3. Step through every slide. Check claims, equations, figure labels, citations and text that overflows its box. Press Shift+F5 to run through it as a presentation, and open it in PowerPoint before you present.

See LaTeX and PowerPoint.

Turn a PowerPoint review into a decision brief#

  1. Use the deck and its speaker notes as the source:

    Prompt
    Read slides 1 to 8 and the speaker notes in @launch-review.pptx. List the recommendation, pilot size, success thresholds, owners, dates, open risks and stop rule, with the slide or note each one comes from. Don't edit the deck.

  2. Then ask for the memo:

    Prompt
    Create exports/launch-decision-brief.docx for the product council. Keep every threshold, comparison, unit, owner and date exactly. Include the decision needed, evidence, rollout plan, risks and stop rule, and cite the supporting slide for each point. Keep the deck unchanged.

  3. Read the memo against the deck. Watch words such as "at least", "below" and "within": dropping one can reverse a threshold.

See Word for what to check before you send it.

If the result is wrong#

  • Choose Discard file or Discard edit, then ask for one section, sheet or slide range at a time.
  • To go back further, use History on the file or File changes in the agent pane. See Review and undo.