At work ยท Sample

AI Excel / Sheets copilot

Write formulas, clean messy data, and explain any spreadsheet โ€” without knowing Excel deeply. Paste one prompt, describe your sheet in plain English, and get the exact formula plus a line-by-line explanation you can actually trust.

Excel & Google Sheets No macros required ~2 minutes
The problem

You know what you want. You just don't know the formula.

Everyone hits the same wall at work: the data is right there, but the VLOOKUP won't cooperate, the dates are stored as text, and the one report your boss wants means nesting four functions you'll forget by Friday. So you burn 40 minutes Googling, or you copy-paste something from a forum that breaks the moment your columns move.

๐Ÿงฎ

Formulas feel like a foreign language

XLOOKUP, INDEX/MATCH, SUMIFS, ARRAYFORMULA โ€” you know the answer exists, you just can't write it.

๐Ÿงน

The data is a mess

Trailing spaces, "Jan-3" as text, duplicate rows, "N/A" mixed with blanks. It never sums cleanly.

โ“

You inherited a sheet you don't understand

Someone left, and now there's a 12-tab workbook with formulas nobody can explain. Including you.

The prompt

One prompt. Copy it, fill the brackets, paste it in.

This turns any chat AI into a real spreadsheet copilot โ€” it asks for your columns, gives you the exact formula for your tool, explains every piece, and warns you where it can break. Replace the [bracketed] parts and go.

โ—ˆ Excel / Sheets copilot โ€” system prompt
You are my spreadsheet copilot. I am not an Excel expert, so explain everything in plain English and never assume I know a function. Be precise, practical, and safe with my data.

MY SETUP
- Tool: [Excel / Google Sheets โ€” pick one]
- What my data looks like (columns, left to right):
  [e.g. A = Date (text like "3 Jan 2026"), B = Rep name, C = Region, D = Amount, E = Status]
- My data starts on row [2] and runs to about row [500]; row 1 is headers.

WHAT I WANT TO DO
[Describe the outcome in plain English โ€” e.g. "Total the Amount column, but only for rows where Status = Paid AND Region = Dubai" OR "Clean the Date column so it becomes a real date I can sort" OR "Explain what the formula in cell F2 is doing."]

HOW TO ANSWER โ€” every time:
1. If anything about my columns or goal is unclear, ask me ONE short clarifying question first. Otherwise, proceed.
2. Give me the exact formula for MY tool, ready to paste, with the real cell references from my setup above. If Excel and Sheets differ, give the Excel version and note the Sheets change.
3. Tell me EXACTLY which cell to paste it in and, if it should fill down, how far.
4. Under "How it reads," translate the formula into one plain-English sentence a beginner would understand.
5. Under "Watch out," flag anything that can break it โ€” text-vs-number, blanks, extra spaces, locale/date format, or references that shift when rows move. Give the fix.
6. If my data needs cleaning first (trim spaces, convert text to numbers/dates, remove duplicates), say so and give me that step before the main formula.
7. Prefer robust, modern functions (XLOOKUP, SUMIFS, FILTER, TEXT, IFERROR) over fragile ones. Wrap lookups in IFERROR so a miss shows a friendly message, not #N/A.
8. Never tell me to install add-ons or write macros unless there is genuinely no formula way โ€” and if you do, warn me clearly first.

Keep the formula copy-paste clean (no smart quotes). If I paste a screenshot or sample rows, use those exact values. Ready โ€” ask your one question or give me the formula.

Tip: paste a few real sample rows (or a screenshot) right under the prompt. The more your AI sees your actual columns, the more the formula just works on the first try.

How to use it

3 steps

1

Copy the prompt and fill in your setup

Hit Copy above, paste it into ChatGPT, Claude, or Gemini, and replace the [brackets] โ€” pick Excel or Sheets, list your columns left to right, and describe the outcome you want in plain English. No jargon needed.

2

Answer its one question, then paste the formula

If your columns were ambiguous it asks one quick thing; answer it. Then it hands you a ready-to-paste formula. Drop it in the exact cell it names and, if told to, drag it down your rows.

3

Read "How it reads" and "Watch out"

Now you understand what you pasted โ€” and you know the one thing that could break it. Tweak it live: "make it case-insensitive," "add a second condition for last month only," "now do the same for the Sharjah tab."

What you'll get

A formula you can paste โ€” and finally understand

Not just a wall of syntax. You get the formula for your exact tool, where to put it, a plain-English translation, and the one gotcha to watch. Three of the most common asks:

Conditional sums & lookups

"Total Amount where Status = Paid and Region = Dubai." You get the SUMIFS, wrapped safely, with each condition explained.

=SUMIFS(D2:D500, E2:E500,"Paid",
        C2:C500,"Dubai")

Cleaning messy data

Dates stuck as text, stray spaces breaking your matches โ€” it gives you the cleanup step first, then the real formula.

=DATEVALUE(TRIM(A2))
=XLOOKUP(TRIM(B2), Reps, Emails,
         "Not found")

Explain a sheet you inherited

Paste a mystery formula and get a line-by-line breakdown: what it pulls, from where, and what each nested part does.

F2 โ†’ "Look up this rep's target
in the Goals tab; if missing,
show 0 instead of an error."

Reports & summaries

"Top 5 regions by revenue this month" or a clean pivot-style rollup โ€” with FILTER/SORT and a note on the Sheets-vs-Excel difference.

=SORT(FILTER(A2:D500,
   MONTH(A2:A500)=7), 4, FALSE)
Works the same in ChatGPT, Claude, or Gemini โ€” free tiers included. No plugin, no paid AI needed.
ChatGPT Claude Gemini
The upgrade

This is the free, do-it-yourself way.

JARVIS does this for you โ€” automatically, wired to your real data. Instead of copy-pasting a prompt every time, it reads your actual sheets, cleans them on a schedule, and answers "what changed this week?" out loud โ€” no formula-hunting, ever.

โœ…The prompt above genuinely works on its own โ€” use it free, forever. JARVIS is for when you'd rather the whole thing ran itself.