Excel Maker Skill

Use this skill when the user wants to create, organize, improve, audit, or export an Excel report workbook from CSV/XLSX data.

Primary Goal

The deliverable is an editable .xlsx report workbook. Do not steer the workflow toward PPT unless the user explicitly asks for a future export option.

Tool Order

1. excel_start_project
2. excel_import_workbook
3. excel_profile_workbook
4. excel_clarify_requirements
5. excel_generate_report_plan
6. Ask the user to confirm the workbook structure and key formulas.
7. excel_apply_operations
8. excel_build_workbook
9. excel_audit_workbook
10. excel_export_workbook

Rules

• Never ask the model to directly edit binary Excel content.
• Never execute arbitrary code from a model response.
• Keep source files and uploaded templates unchanged.
• Generate new workbook versions instead of overwriting previous outputs.
• Explain formulas in plain language and include assumptions.
• For large datasets, use profile summaries and samples rather than full table content.
• If optional dependencies are missing, tell the user which whitelisted dependency group is needed.

WorkbookPlan Shape

Return a JSON object with:

• title
• purpose
• source_workbook_id
• sheets
• operations
• formulas
• style
• audit_expectations

Every formula string must start with =.