DataSnipper Excel Agents bring intelligence directly into Excel. Describe your AP Approval Matrix testing procedure and the Agent executes it end to end, checking compliance with approval policies and producing traceable output ready for review.
Prerequisites
DataSnipper v26.1 or later
Accelerate or Elevate DataSnipper package
Access to the internet
Video tutorial
What the video covers: opening the AP Approval Matrix Testing workpaper and importing supporting documents, initiating the Excel Agent, entering an instruction prompt, confirming the Agent's procedure plan, reviewing the completed output with Snips and Excel formulas, and applying professional judgement.
Step-by-step tutorial
Open your AP Approval Matrix Testing Excel workpaper and import the relevant supporting documents.
Click the Excel Agent icon in the DataSnipper ribbon to initiate the Agent.
Enter your instruction in the prompt to tell the Agent what to do.
The Agent analyzes your instruction and summarizes the procedure it plans to perform. If the summary looks correct, confirm to proceed.
Once the procedure finishes, the Agent provides a detailed summary of the actions completed.
The workpaper now includes all generated outputs, with the relevant Snips and Excel formulas in place.
Apply your professional judgement to review the output and make any required edits.
To learn how to write effective prompts for Excel Agents, see the prompting guide.