Executive Quickstart

When you have a meeting in 10 minutes and only a messy data export, Excelmatic is your fastest path to a professional deliverable. This guide shows you how to transform raw rows into a high-level summary instantly.

The 10-Minute Workflow

1. Uploading your Spreadsheet

The Goal: Get your primary data into the AI workspace.

Excelmatic's central upload zone supports a wide range of spreadsheet file formats, including .xlsx, .xls, .xlsm, .xlsb, .xla, .xlam, .csv, and .ods. Simply drag and drop your file into the upload box to get started.

Note: If your data is currently in a PDF or an image, use the Image/PDF to Excel tool first to convert it.

2. Executing the "Master Prompt"

The Problem: Your raw export (shown below) has inconsistent dates, duplicate entries, and empty rows.

The One-Step Master Prompt: Copy and paste this into the chat box to handle cleaning and analysis at once:

Clean this data by removing duplicates and fixing date formats. Then, create a summary table showing Total Sales and Profit Margin % by Region. Finally, highlight any region with a negative profit in red and generate a bar chart for the sales.
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3. Reviewing & Exporting

The Outcome: A professionally formatted report.

Review the live preview in the chat. Excelmatic doesn't just give you a table; it understands the business context, calculates margins, applies conditional formatting (red for negative profit), and prepares the file for immediate sharing.

Quickstart Command Reference

Practice Lab

Test the Master Prompt yourself using the same dataset from the example:📂 Download Executive_Quickstart_Sample.xlsx

Next Step: Learn how to process files even faster by integrating Excelmatic directly into your desktop in Desktop App (PWA).