How to Use the Excel Formula Assistant in AuditPal AI

Need help writing or reviewing Excel formulas for your audit work? This guide walks you through how to use the Excel Formula Assistant in AuditPal AI to generate accurate, efficient formulas for data manipulation, analysis, and reporting.

A quick summary of how to use the Excel Formula Assistant:

1️⃣ Enter detailed information

2️⃣ Generate and review your draft

3️⃣ Export your results

• Overview
• Step-by-Step Instructions
• Help Us Improve
• Troubleshooting
• Frequently Asked Questions (FAQ)
• Related Data Analysis Tools
• Related Documentation
• Getting Started

The Excel Formula Assistant in AuditPal AI generates basic and advanced Excel formulas for data manipulation and analysis. You can choose to generate a new formula or review an existing one — just enter your task and any specific requirements — and the AI will produce a tailored draft. It’s designed to save time, reduce errors, and help you work more confidently in Excel, whether you’re cleaning data, calculating metrics, or building reports.

You start by inputting information into the following fields:

• Select an Action (Generate or Review)
• Enter Your Excel Formula for Review
• Do You Have Any Specific Requirements or Review Criteria? (optional)

Best Practice: The more specific your inputs, the better the AI’s output will be. Use precise, audit-specific terminology in your inputs to improve AI accuracy and reduce editing time.

Once you’ve entered your information, click the ”Generate Response” button. The AI will instantly create a draft, complete with a timestamp for your records.

If the output isn’t quite right, simply click the ”Rewrite” button. This will clear the output and let you try again.

Tip: Always review AI-generated text using your professional judgment. The AI provides a strong starting point, but you’re the final authority.

The Excel Formula Assistant in AuditPal AI makes it easy to integrate the output into your workflow. You have two options:

• Copy to Clipboard: Copies the output as plain text for pasting into emails, documents, or reports.
• Download as PDF: Saves the output as a PDF, ready for sharing or uploading to your audit management system.

After generating your output, you’ll see optional “thumbs up” and “thumbs down” buttons. Your feedback helps us improve the Excel Formula Assistant. For detailed suggestions, please contact us.

• The Excel Formula Assistant isn’t generating output: Check that all required fields are filled in.
• The PDF export is not working: Try refreshing the page or using a different browser.
• The inputs are not saving: Ensure cookies are enabled in your browser settings.

• How accurate is AuditPal AI for audit documentation? Our AI model is trained on a curated dataset of audit reports, industry standards, and professional best practices. While it’s designed for accuracy, it’s a tool to assist you, not replace you. Always review all content.

• Is my data secure with AuditPal AI? Yes. We use enterprise-grade security protocols and don’t use any of your information to train our model. Our team also doesn’t see your inputs or outputs. We only collect the minimum necessary information, such as your email address.

• Can I edit the AI-generated output? Absolutely. The AI provides a strong first draft, and you have full control to edit any part of it.

• Where can I get help? Our support team is ready to assist you. If you have questions or run into issues, please contact us.

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