excel-agent-demo

Tool-agnostic workflows for answering questions about spreadsheet data — value lookups, what-if analysis, guardrails, and disambiguation.

Extract text from source documents (PDF, DOCX, PPTX, HTML, Markdown) for spreadsheet workflows. Use to understand source material before populating workbooks.

Financial domain expertise — professional objectivity, financial expert mindset, and model requirements.

Use this skill any time an Excel file (.xls, .xlsx, .xlsm) needs to be read, explored, understood, or modified. You cannot read excel files with cat, head, or normal file-reading tools — this is the only way to inspect them. Trigger when you or the user need to open, look at, or explore a workbook; find out what sheets it has or where specific data lives; read cells, rows, columns, or ranges; search for values, labels, or patterns; trace formula dependencies or understand how a cell is calculated; run what-if scenarios by changing inputs and reading recalculated outputs; or edit cells, rows, columns, and sheets. Trigger when the user references a spreadsheet file by name or path — even casually (e.g. 'check the xlsx', 'what's in report.xlsx') — and also when you need to inspect a workbook yourself as part of a larger task. The tool runs sandboxed JavaScript against the workbook server-side via `witan xlsx exec`."