Shortcut Excel AI automates spreadsheet tasks through three powerful modes: Action Mode for building and editing models, Plan Mode for creating detailed implementation plans, and Ask Mode for analysis and insights. It processes PDFs, connects to data sources, and saves 10+ hours weekly on financial modeling.
Discover the full power of Shortcut's AI-driven Excel automation. From basic features to advanced techniques, learn how to transform your spreadsheet workflow.
Master the four essential features: AI Rules, Saved Prompts, Templates, and Formula Tracer.
Learn to create complex financial models from blank spreadsheets using AI prompts.
Import existing templates and let AI complete them with your data automatically.
Make precise edits to specific cells, ranges, or formulas without affecting the rest.
Master all three modes: build models with Action, create implementation plans with Plan, and derive insights with Ask.
Advanced features for power users: Checkpoints, Multi-Conversation, and Attachments.
Extract data from PDFs including financial statements, reports, and documents.
Connect to various data sources including databases, APIs, and cloud storage.
Track your progress with badges and streaks as you master Shortcut features.