Excel formula audit checklist with AI checklist

Checklist

Raw source material is preserved before AI edits begin.The desired output format is written explicitly.Edge cases, missing values, and exceptions are listed.The first output is reviewed against real examples.The final prompt is stored for reuse.Sensitive or policy-heavy cases get manual review.List the business rule the formula should enforce.Show the formula and supporting columns.Ask for a review checklist and failure cases.Store the approved formula and review note.

Mistakes to avoid

reviewing formulas without the business rule

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

forgetting to check blank rows

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

not capturing assumptions

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

not saving the approved formula

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

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