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Use a fictional workbook or an approved sanitized copy. Record one normal match and one mismatch. Define which source is authoritative and what a completed reconciliation looks like.Copy this prompt
Use this in Screenpipe chat or an assistant with the required connections. Replace the brackets with your details. If the assistant lacks access, provide a reviewed excerpt; a prompt alone does not connect it to your history.Check the result
Ask the operator to review the matching rule and tolerance, then have a second person run the fictional cases. Verify totals against the source workbook, not a generated prose summary.See a worked example
See a worked example
Go deeper: setup choices and edge cases
Go deeper: setup choices and edge cases
Record the meaning of a column rather than relying only on a position such as column G. Layouts change, and a screenshot may omit filters or hidden rows. Include file version and approved input identifiers in the handoff.Before automating, test duplicate rows, missing IDs, date formats, currency differences, and rounding. Capture the required stop condition when the inputs cannot be reconciled confidently.