Shortcut's complete workflow is divided into four key steps:
- Document preparation stage: After logging in, click "New File" or "Import File" button to upload .xlsx format files. The system supports files up to 100MB, but it is recommended to test the function with a small file for the first time.
- input stage of an instruction: Describe the requirement in natural language in the task input box of the editing screen (usually located in the blue bar area at the top), e.g. 'Extract the top 10 customers in terms of sales in Q3 2023'. It is recommended to use the standard syntax of 'action + object + condition'.
- Results adjustment phase: After the system generates the results, you can adjust the visualization parameters by using the 『Edit Chart』 function in the sidebar, or verify the calculation logic by using 『Check Formula』. All changes will be synchronized in real time.
- output-sharing phaseClick "Export" in the upper right corner to select Excel/PDF format, or generate a sharing link to set viewing/editing privileges. Special Reminder: Be careful to set "View Only" permission for sensitive data.
This answer comes from the articleShortcut: the AI smart assistant for automating Excel tasksThe
May not be reproduced without permission:AI productivity tools " How to use Shortcut to complete the entire process from file upload to data analysis?
