Introduction to Decide AI

Decide is an AI agent for Excel and data analytics.

In practical terms, that means you can give Decide a spreadsheet, CSV, PDF, or a prompt about a data task, and it can help you clean data, analyze it, create outputs, and generate files without forcing you to do every step manually.

If you are new to the product, the easiest way to understand Decide is to think of it as a spreadsheet-heavy workbench. You chat with it, but the point is not just conversation. The point is getting real work done.

What Decide is good at

Decide is most useful when the task involves:

• spreadsheets or tabular data
• repetitive reporting work
• cleaning inconsistent files
• turning raw data into charts, summaries, or dashboards
• exploring a dataset and finding what matters

Examples:

• summarize a sales spreadsheet
• clean a broken export before analysis
• compare this month versus last month
• create a chart pack from a CSV
• build a dashboard from raw Excel data

What the workflow looks like

Most Decide workflows follow a simple pattern:

1. upload a file or describe the problem
2. ask Decide to inspect the data
3. ask it to clean, analyze, or restructure the file
4. review the output
5. iterate until the result is usable

This matters because Decide works best when the task is treated like a workflow, not just a single one-shot question.

How Decide is different from a normal chatbot

A normal chatbot mostly gives you text back.

Decide is built for file-based work. It is designed to help with spreadsheets directly, generate outputs, and keep the file workflow inside the product. That is why features like the Excel viewer matter: you can inspect the spreadsheet while still chatting, instead of downloading files and opening another tool after every step.

How to get better results

The quality of the output depends heavily on how clearly the task is framed.

These prompts are usually weak:

• analyze this
• make a dashboard
• clean this file

These prompts are usually much better:

• summarize the biggest changes in this monthly revenue spreadsheet
• clean this file for analysis and standardize the date and currency columns
• build a dashboard for weekly sales review with KPI cards, a trend chart, and regional breakdown

Good prompts usually include:

• the file or data source
• the goal
• the audience
• the expected output

A good first task inside Decide

If you are trying Decide for the first time, start with a task that is small but real.

For example:

Review this spreadsheet, tell me what the main columns mean, identify any data quality issues, and summarize the top 5 insights.

That is a good first task because it lets you see how Decide inspects the file, reasons about the structure, and produces a useful output without needing a complex setup.

When to use Decide

Use Decide when the work is spreadsheet-heavy and the bottleneck is time, cleanup, analysis, or presentation.

It is especially useful when you would otherwise need to:

• clean a file before using it
• write formulas just to get to a basic answer
• manually build charts from exports
• copy results into a report or dashboard
• repeat the same reporting workflow every week

A simple mental model

The easiest way to use Decide well is:

• first, ask it to understand the file
• second, ask it to structure the work
• third, ask it to produce the output
• fourth, ask it to polish the result

That sequence usually works better than asking for the final output immediately.

Final takeaway

Decide is not just a chat interface for asking questions about data. It is a tool for getting spreadsheet work done end to end.

If you start with a clear task, give it a real file, and work in steps, Decide becomes much more useful very quickly.