Use this guide to understand how to describe tasks, upload files, review AI output, and choose the right tool for formulas, documents, analysis, conversions, and exports.
Most users do not need technical training. They just need a clean mental model for asking the AI, uploading the right file, checking the answer, and exporting the final output.
Start with the business result you need. Ask for a formula, a workbook, a conversion, a chart, a quality report, or a printable document.
If you already have an Excel, CSV, PDF, or image file, upload it into the matching tool so the AI can analyze structure and content.
Check formulas, previews, summaries, compatibility warnings, and generated code before using them in important business work.
Many tools support file downloads, preview states, export actions, and print-ready output. When the first result is close but not perfect, refine the prompt and continue.
This mockup shows the typical pattern: choose a section, enter a request, review the AI result panel, and export or continue editing.
Use when you need a new spreadsheet, invoice, budget, payroll workbook, or expense report from scratch.
Open Create →Use when you need insights, data questions, chart suggestions, pivot summaries, or data quality checks on an existing file.
Open Analyze →Use when your main goal is moving data between Excel, CSV, PDF, images, Google Sheets, or print-ready PDF outputs.
Open Convert →Describe the business result first. Then add details about columns, sheets, formulas, or file format so the AI can produce a more accurate answer.
No. Uploads are helpful for analysis, conversions, and AI data questions, but you can generate formulas, documents, and new workbooks from a text prompt alone.
Mention the output format, your sheet structure, special rules, and any constraints such as dates, tax logic, summary style, or compatibility requirements.
Review formulas, calculations, macros, and generated business documents carefully. Test important outputs before using them for real decisions or customer-facing work.
Documentation helps users understand the system, but the main value still comes from using the tools directly.
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