Excel prompt builder

Workbook goalWhat the workbook has to do.

Workbook name or purposerequired

What decision or task does it support?required

Closest use caseoptional

What kind of data goes in?optional

Who uses itSkill level shapes how simple the build has to be.

Who will use the workbook?required

Their spreadsheet skill leveloptional

What should they be able to see instantly?optional

Sheets, fields and calculationsThe shape of the workbook.

Sheets you wantoptional

Fields or columnsrequired

Calculations and formulas you needoptional

KPIs to surfaceoptional

Formatting and presentationHow the workbook should read.

Formatting styleoptional

Browse worksheet styles

Colour paletteoptional

Formatting rulesoptional

Sample dataoptional

No sample rowsHeaders and formulas onlyA few sample rows5–10 rows to test withA full sample setEnough to demo the dashboard

Keywords chosen from the Prompaty libraryoptional

Browse worksheet styles

Content sourceWhere the data comes from.

How will you give the AI its data?Prompaty never uploads anything. It only writes the right handling instruction into your prompt.required

Paste content nowYou have the text ready.I will attach a file in the AI toolYou will upload it yourself.Use a link or source URLPoint the AI at a page.Create from my briefLet the AI draft what is missing.Use existing content and improve itKeep the facts, raise the quality.

Output and constraintsThe rules the AI has to follow.

Target tooloptional

How should the answer be formatted?optional

Also produceoptional

A short explanation of how each formula worksA README sheet explaining how to use the workbookNotes on how to extend it later

Things to avoidoptional

Final checks to enforceoptional

Never invent facts, numbers or namesList anything missing instead of guessingKeep language plain and free of jargonReturn finished copy, not placeholders

Describe the workbook you need and get a prompt that specifies every sheet, column and formula.