sheet-cog

name	sheet-cog
description	Spreadsheet generation powered by CellCog. Create Excel files, financial models, budget templates, data trackers, calculations, projections, XLSX files. AI-powered spreadsheet builder. Use when this capability is needed.
metadata	{"author":"demerzels-lab"}

Sheet Cog - Spreadsheets Powered by CellCog

Create professional spreadsheets with AI - from financial models to budget templates to data trackers.

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Prerequisites

This skill requires the CellCog mothership skill for SDK setup and API calls.

clawhub install cellcog

Read the cellcog skill first for SDK setup. This skill shows you what's possible.

Quick pattern (v1.0+):

# Fire-and-forget - returns immediately
result = client.create_chat(
    prompt="[your spreadsheet request]",
    notify_session_key="agent:main:main",
    task_label="spreadsheet-task",
    chat_mode="agent"  # Agent mode handles most spreadsheets well
)
# Daemon notifies you when complete - do NOT poll

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What Spreadsheets You Can Create

Financial Models

Professional financial analysis and projections:

• Startup Financial Model: "Create a 3-year financial model for a SaaS startup including revenue projections, expenses, and cash flow"
• DCF Model: "Build a discounted cash flow model for valuing a company"
• Investment Analysis: "Create a real estate investment analysis spreadsheet with ROI calculations"
• Revenue Model: "Build a revenue forecasting model with multiple scenarios (base, optimistic, pessimistic)"
• Unit Economics: "Create a unit economics spreadsheet showing CAC, LTV, payback period"

Budget Templates

Personal and business budgets:

• Personal Budget: "Create a monthly personal budget tracker with income, fixed expenses, variable expenses, and savings goals"
• Household Budget: "Build a family budget spreadsheet with categories for housing, food, transportation, etc."
• Project Budget: "Create a project budget template with phases, resources, and variance tracking"
• Marketing Budget: "Build a marketing budget spreadsheet with channels, planned vs actual, and ROI tracking"
• Event Budget: "Create a wedding budget spreadsheet with vendor categories and payment tracking"

Data Trackers

Organized tracking for any data:

• Fitness Tracker: "Create a workout log spreadsheet with exercises, sets, reps, weights, and progress charts"
• Habit Tracker: "Build a daily habit tracking spreadsheet with monthly overview"
• Inventory Tracker: "Create an inventory management spreadsheet with stock levels, reorder points, and valuation"
• Sales Tracker: "Build a sales pipeline tracker with stages, probabilities, and forecasting"
• Time Tracker: "Create a timesheet template with projects, hours, and billing calculations"

Business Tools

Operational spreadsheets:

• Invoice Template: "Create a professional invoice template with automatic calculations"
• Employee Directory: "Build an employee directory spreadsheet with contact info, departments, and start dates"
• Vendor Comparison: "Create a vendor comparison spreadsheet for evaluating suppliers"
• OKR Tracker: "Build an OKR tracking spreadsheet for quarterly goals"
• Meeting Agenda: "Create a meeting agenda template with action items tracking"

Analysis Templates

Data analysis and calculations:

• Break-Even Analysis: "Create a break-even analysis spreadsheet with charts"
• Scenario Analysis: "Build a scenario planning spreadsheet with what-if analysis"
• Pricing Calculator: "Create a pricing model spreadsheet with cost-plus and value-based options"
• Loan Calculator: "Build a loan amortization schedule with payment breakdown"
• Commission Calculator: "Create a sales commission calculator with tiered rates"

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Spreadsheet Features

CellCog spreadsheets can include:

Feature	Description
Formulas	SUM, AVERAGE, IF, VLOOKUP, and complex calculations
Formatting	Headers, colors, borders, number formats, conditional formatting
Charts	Bar, line, pie charts embedded in sheets
Multiple Sheets	Organized workbooks with linked sheets
Data Validation	Dropdowns, input restrictions
Named Ranges	For cleaner formulas
Print Layout	Ready for printing/PDF

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Output Formats

Format	Best For
XLSX	Editable in Excel, Google Sheets, Numbers
Interactive HTML	Web-based calculators and tools

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Chat Mode for Spreadsheets

Scenario	Recommended Mode
Budget templates, trackers, data tables, basic calculations	"agent"
Complex financial models with multi-scenario analysis, intricate formulas	"agent team"

Default to "agent" for most spreadsheet requests. CellCog's agent mode handles formulas, formatting, charts, and data organization efficiently.

Reserve "agent team" for complex financial modeling requiring deep accuracy validation—like DCF models, multi-scenario projections, or interconnected workbooks where formula correctness is critical.

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Example Spreadsheet Prompts

SaaS financial model:

"Create a 3-year SaaS financial model with:

Assumptions Sheet:

• Starting MRR: $10,000
• Monthly growth rate: 15%
• Churn rate: 3%
• Average revenue per customer: $99
• CAC: $500
• Gross margin: 80%

Monthly P&L: Revenue, COGS, Gross Profit, Operating Expenses (broken down), Net Income

Key Metrics: MRR, ARR, Customers, Churn, LTV, CAC, LTV:CAC ratio

Charts: MRR growth, customer growth, profitability timeline

Include scenario toggles for growth rate (10%, 15%, 20%)."

Personal budget:

"Create a monthly personal budget spreadsheet:

Income Section: Salary, side income, other

Fixed Expenses: Rent, utilities, insurance, subscriptions, loan payments

Variable Expenses: Groceries, dining out, transportation, entertainment, shopping, health

Savings: Emergency fund, retirement, vacation fund

Include:

• Monthly summary with % of income per category
• Year-at-a-glance sheet with monthly totals
• Pie chart showing expense breakdown
• Conditional formatting (red if over budget)

Assume $5,000/month income."

Sales tracker:

"Build a sales pipeline tracker spreadsheet with:

Columns: Company, Contact, Deal Value, Stage (dropdown: Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost), Probability, Expected Close Date, Notes, Last Contact

Calculations: Weighted pipeline value, deals by stage, win rate

Dashboard Sheet: Pipeline by stage (funnel chart), monthly forecast, top 10 deals, activity metrics

Include sample data for 20 deals."

Break-even analysis:

"Create a break-even analysis spreadsheet:

Inputs:

• Fixed costs (rent, salaries, etc.)
• Variable cost per unit
• Selling price per unit

Calculations:

• Break-even units
• Break-even revenue
• Margin of safety

Sensitivity table: Show break-even at different price points

Chart: Cost-volume-profit graph showing break-even point

Default values: Fixed costs $50,000/month, variable cost $15/unit, price $25/unit."

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Tips for Better Spreadsheets

1. Specify the structure: List the sheets, columns, and calculations you need.

2. Provide assumptions: For financial models, give starting numbers and growth rates.

3. Mention formulas needed: "Include VLOOKUP for...", "Calculate running totals", "Show variance vs plan."

4. Request sample data: "Include realistic sample data for testing" helps see it in action.

5. Describe formatting: "Conditional formatting for negative values", "Currency format", "Freeze header row."

6. Chart preferences: "Include a line chart showing trend", "Pie chart for breakdown."

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