# AI Excel Bot
The AI Excel Bot is designed to assist users with a wide range of tasks related to Excel spreadsheets. Whether you're looking to create functional spreadsheets, manage existing ones, or optimize your data handling, this agent can provide expert guidance tailored to your specific needs. By inputting the purpose of your Excel task and your desired level of expertise, the bot will generate insights on using formulas, functions, and features effectively. Additionally, it offers best practices for data visualization and spreadsheet organization, ensuring that your data is both accurate and usable.
# Getting Started
To get started, make sure you have cloned the AI Excel Bot. Follow Create from Template to clone and configure your AI agent.
# Configuration Instructions
# Knowledge
You can upload .pdf or .txt files to provide the agent with tailored context that meets your specific requirements.
# User Inputs
| Field title | Description | Instruction |
|---|---|---|
| Excel Purpose | The specific task or goal you want to achieve with Excel. | Provide a brief statement of the desired outcome, such as "Budget tracking" or "Data analysis." |
| Expertise Level | Your level of familiarity with Excel. | Indicate your expertise as "beginner," "intermediate," or "advanced." |
# AI Models
The default model is Llama 3.1 8B Instruct, but you can explore other supported AI models as well. If needed, refine your prompts for more tailored outputs.
TIP
For more detailed instructions on configuring an AI agent, please refer to Configure AI Agent
# Sample Inputs and Output
# Sample Inputs
- Excel Purpose: Financial forecasting
- Expertise Level: intermediate
# Sample Output
To create an effective financial forecast in Excel, begin by gathering historical data about your finances. Use the AVERAGE function to identify trends and the FORECAST function for predictive analysis. Consider using charts to visualize trends over time. For organization, structure your spreadsheet with clear headings and separate sections for different data types. Finally, ensure accuracy by double-checking formulas and using data validation features.
# Tips for Effective Configuration
- Be specific about your purpose: Clearly define your Excel task to receive more focused guidance.
- Choose the right expertise level: This helps the bot tailor its advice to your familiarity with Excel, enhancing usability.
- Utilize the knowledge upload feature: Upload custom context or reference materials to improve the agent's assistance.
- Experiment with prompts: Tailor your requests further to see how different inputs can yield varying advice or insights.
- Review and refine outputs: After receiving suggestions, do not hesitate to interject with additional questions for clarity or deeper exploration.
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