「workbook」の検索結果

Brand-aware Excel engine. Use to (1) EXTRACT a company's brand from a .xlsx template into a reusable "Brand Profile", (2) COMPREHEND the template with the model (optional), (3) VERIFY it, (4) GENERATE a new on-brand .xlsx from a GridDocument fill manifest. Trigger on "extract our brand", "use our workbook template", "generate a branded workbook from our profile", or when a ./brand-kit exists. For one-off spreadsheet edits with no saved brand profile, use the normal xlsx skill instead. NOT for .docx (brand-docx), .pptx (brand-pptx), or PDFs.

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Inspect, profile, clean, reconcile, analyze, visualize, and verify spreadsheet data while preserving formulas, formatting, types, and source files. Use when working with .xlsx, .xlsm, .xls, .ods, .csv, or .tsv files; answering questions from a workbook; auditing formulas or data quality; comparing sheets or versions; producing pivots, charts, forecasts, or summary workbooks; repairing malformed tables; or validating that spreadsheet edits and calculations are accurate.

日本語の概要は準備中です。原文の説明を表示しています。

Builds Excel charts, pivots, validation, exports, Office Scripts/Graph automation, and workbook audits. Use when automating workbooks; for plain edits prefer official xlsx skill.

日本語の概要は準備中です。原文の説明を表示しています。

Create, read, edit, fix, or clean spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use whenever a build task's artifact kind is spreadsheet, or the task names a spreadsheet file and wants something done to it or produced from it, including restructuring messy tabular data into a proper workbook. Covers openpyxl generation, formulas and recalculation, editing existing workbooks, and the validation gates. Not for tasks whose deliverable is a document, report, or web page that merely contains a table.

日本語の概要は準備中です。原文の説明を表示しています。

Use when designing or reasoning about an Agentforce Grid worksheet — the spreadsheet-like Agentforce workspace where rows are jobs and columns are sequential Data / AI / Action steps that process left to right — to run bulk record updates, generate insights, or test multi-turn AI conversations over CRM or Data Cloud (Data 360) data without Apex or Flow. Trigger keywords: Agentforce Grid, workbook, worksheet, grid column, data column, AI column, action column, bulk AI update, Flex Credits per row, metered compute. NOT for building the agent, its topics, or its actions themselves (use agentforce/* action and topic skills), NOT for single-record prompt design (use the prompt-builder skills), NOT for deployable metadata/Apex (Grid is a no-code Studio tool, not a metadata type), and NOT for AI governance/ethics policy (use admin/ai-ethics-and-governance-requirements).

日本語の概要は準備中です。原文の説明を表示しています。

Build leveraged buyout workbooks with IRR/MOIC in Excel.

日本語の概要は準備中です。原文の説明を表示しています。

Build auditable financial workbooks headless via openpyxl.

日本語の概要は準備中です。原文の説明を表示しています。

Create, read, edit Excel .xlsx workbooks and CSVs.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when the user uploads Excel (.xlsx/.xls) or CSV files and wants to perform data analysis, generate statistics, create summaries, pivot tables, SQL queries, or any form of structured data exploration. Supports multi-sheet Excel workbooks, aggregation, filtering, joins, and exporting results to CSV/JSON/Markdown.

日本語の概要は準備中です。原文の説明を表示しています。

Read, create, or edit Excel spreadsheets (.xlsx/.xlsm) — sheet data, formulas, styles, charts, multi-sheet workbooks — and bulk .csv/.tsv tables; use whenever a spreadsheet is the input or the deliverable (extract/analyze data, add columns/formulas/formatting/charts, clean messy tables, build from scratch), but not for Google Sheets API or Word/PDF/script outputs.

日本語の概要は準備中です。原文の説明を表示しています。

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

日本語の概要は準備中です。原文の説明を表示しています。

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

日本語の概要は準備中です。原文の説明を表示しています。

Turns a plain-English description of a recurring report into a real, repeatable report — defines the metrics, pulls them from whatever data sources are connected, delivers a chat summary plus an XLSX workbook, and saves the definition so the same report reruns on demand or on a schedule. Handles anything from "sales by location versus last year" to AR aging to labor as a percentage of revenue. Works fully from an uploaded CSV or XLSX when no connector is available. Use this whenever the owner asks for a report, dashboard, KPI pack, metrics summary, or recurring numbers — including phrasings like "can you track this every week," "I need to see these numbers monthly," "build me a report on," "same report as last time," or "put together a KPI dashboard." Reach for it even when the owner names the metrics without using the word report.

日本語の概要は準備中です。原文の説明を表示しています。

Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being asked again. Runs on any single connected data source, or entirely from an uploaded CSV or XLSX. Use it when the owner asks for their report pack, their weekly or monthly numbers, "send me the usual report," "run my report pack," "set this up to come every Monday," or "I want these numbers on a schedule."

日本語の概要は準備中です。原文の説明を表示しています。

Use when a Head of Ops, Knowledge Manager, or TPM-Internal needs to author, validate, or clean up company SOPs and internal runbooks (procurement intake, vendor offboarding, incident-comms cascade, employee onboarding) — including 5W2H completeness checks (Who-What-When-Where-Why-How-HowMuch), cross-link and orphan-page validation across a sprawling Notion/Confluence/Obsidian wiki, KB ingestion + hygiene reporting, and runbook step verification (named owner, expected duration, observable success signal, rollback path, escalation contact). Pairs Ishikawa's 5W2H method, Gawande's *The Checklist Manifesto*, ISO 9001, ITIL v4, and Google SRE Workbook runbook discipline with deterministic stdlib-only Python tools that score completeness, detect anti-patterns, and emit prioritized cleanup lists (e.g., "validate this runbook before it goes into rotation", "audit our Confluence wiki for stale and orphaned SOPs").

日本語の概要は準備中です。原文の説明を表示しています。

Use for spreadsheet creation, analysis, financial models, and polished workbook outputs.

日本語の概要は準備中です。原文の説明を表示しています。

Create, open or edit Calc spreadsheets: ODS default; XLSX for Excel compatibility.

日本語の概要は準備中です。原文の説明を表示しています。

Create, convert, read and edit Office documents locally with GenOffice's command line. Build a new presentation (pptx) from a brief through a checked outline, per-page spec and render pipeline, a new spreadsheet (xlsx) from CSV or JSON data with formulas, a new Word document (docx) from Markdown or HTML, or a PDF; convert between pdf, docx, xlsx, pptx, md, html and csv; read the structure and text of an existing file (including the user's own docx / xlsx / pptx as source material) and apply structured edits to it. Use whenever the user asks for a slide deck, presentation, spreadsheet, workbook, report, Word document or any real Office file, a format conversion, a rewrite of part of an existing document, or wants the result opened in the GenOffice editor. Documents are processed locally; only search, image and media send the query or the referenced file to the provider configured in GenOffice.

日本語の概要は準備中です。原文の説明を表示しています。

Create or edit Excel workbooks with openpyxl-specific pitfall handling, anchored preflight audit, and deterministic post-write proof that every criterion is satisfied

日本語の概要は準備中です。原文の説明を表示しています。

Edit Excel workbooks only after anchored preflight audit, then require deterministic Python/openpyxl post-write proof that every requested criterion is satisfied or explicitly reconciled before finalizing.

日本語の概要は準備中です。原文の説明を表示しています。

Use a deterministic Python/openpyxl inspection pass to verify workbook structure, counts, marked rows, and output-file existence when delegated spreadsheet summaries seem inconsistent.

日本語の概要は準備中です。原文の説明を表示しています。

Safely update public-company Excel model copies from source-to-model maps; emits XLSX as the hero artifact and CSV/log/manifest as support. Do not use for pure earnings notes or broad workbook audits.

日本語の概要は準備中です。原文の説明を表示しています。

Extract all 3rd-party (non-owned) addresses from a TRES Finance environment and export them as an XLSX workbook to help users build their contacts list. Use this skill whenever the user wants to export, list, or identify 3rd-party addresses, counterparties, or external addresses from their transactions — even if they don't say 'contacts'. Also trigger when the user asks to prepare a contacts import file, find unknown addresses, or build an address book from transaction history. Do NOT trigger for viewing existing contacts or searching the address book — only for extracting NEW 3rd-party addresses from transaction data.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill whenever the user asks for an Excel spreadsheet, a .xlsx file, or a workbook with formulas/pivots/multiple sheets — creating one from scratch or editing an existing one. Covers the rule that computed values must be written as real Excel formulas (never hardcoded numbers), and a static formula-safety check. Formulas are NOT recalculated in this environment — see 'Not supported'.

日本語の概要は準備中です。原文の説明を表示しています。