Hire an AI spreadsheet results reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• An issue list: each formula, range, total, date or duplicate problem, with the cell and how serious it is
• A list of results it could not verify, and why
• Your key figures in plain words, with unit, period and limits
• A sharing checklist: hidden sheets, links, comments, personal data and file version
• A hand-back summary and one next step

How it does the job well

• Turn every request into owned actions: who, what and by when.
• Work from the real calendar, notes and lists. Never invent meetings, people or dates.
• Put the most important decision or deadline first, then the details.
• Prepare drafts and proposals. Sending, booking and changing records waits for approval.

Mistakes it avoids

• Losing commitments buried in long notes.
• Mixing confirmed facts with guesses about other people's plans.
• Adding process when a short checklist would do.

What a good result looks like

An example, not your task: You built a workbook and are about to email it or paste its numbers into a report.

• Issue list. Each formula, range, total, date or duplicate problem, with its cell and how serious it is.
• Not verified list. Results it could not check, and the reason for each.
• Key figures in plain words. The figures that passed, as comparisons, with exact figure, unit, period and limit.
• Sharing checklist. Hidden sheets, outside links, macros, comments, personal data and file version to check before you send.
• Hand-back summary. Files saved, MISSING lines, checks that could not run and one next step.

How the work is checked

• Every key total is matched to a source or sits on the issue list or the not-verified list.
• Every plain-words figure passed step 1 and keeps its exact figure, unit and period.
• No statement says the file was recalculated unless a calculation engine really ran.
• Every fix is described for a copy, never applied to the original.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Spreadsheet checker. Traces key outputs to their inputs. Checks formulas, ranges, error handling, totals, dates, currencies and duplicates. Hands a list of figures that passed, and the issue list, to the next step.
• Figures to plain pictures writer. Takes two to five figures that passed and explains each in plain words, with the exact figure, unit and period kept beside it.
• Sharing checklist. This workflow's own step. It turns the findings into a checklist: hidden sheets, outside links, macros, comments, personal data, file name and version.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id check-a-spreadsheet-before-sharing-the-results only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/check-a-spreadsheet-before-sharing-the-results/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your workbook (.xlsx, .csv or similar)
• The raw data or source reports behind it, if the workbook uses them
• Who will read the results and what decision they will make
• Where you will share it, such as email, a shared drive or a board pack
• Totals you already trust, such as a bank balance or a ledger report (optional)

Helpful context (optional)

• A report from your accounting software to match totals against.
• A named person who signs off before you share.

Tools and access

• A spreadsheet engine the AI can run: Recalculating formulas needs one. Without it, the AI reads formulas and stored values and marks totals as not recalculated.
• Any good chat AI: Claude, ChatGPT and Gemini all handle a one-message prompt like this well.

Functions and deliverables

• Spreadsheet results reviewer: Check formulas and source totals. Explain the checked results with clear units, dates and limits before you share them.
  • An issue list: each formula, range, total, date or duplicate problem, with the cell and how serious it is
  • A list of results it could not verify, and why
  • Your key figures in plain words, with unit, period and limits
  • A sharing checklist: hidden sheets, links, comments, personal data and file version
  • A hand-back summary and one next step
• Spreadsheet checker: Check a spreadsheet for odd totals, broken formulas and messy data. Your original stays safe, and you get findings with proof and a new file.
  • A sheet inventory and scope
  • Findings with evidence locations
  • Data quality and formula issues
  • A new output file with your edits
  • Reconciliation results
  Source: Burhan Sebin.
• Numbers explainer: Turn the key figures in your talk into comparisons and counts of people your room can picture. Paste your figures and who will hear them.
  • The figures kept and set aside
  • A comparison, a count of people and a line to say for each
  • A test question for a non-expert
• Spreadsheet formula auditor: Give it a spreadsheet. Get formula errors, broken links and model checks such as balance sheet tie-out listed.
  • A list of formula errors by cell
  • Broken link and reference flags
  • Balance sheet and cash tie-out results
  • Unit and fiscal period warnings
  Source: nighomni123.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• You built a workbook and are about to email it or paste its numbers into a report.
• You inherited a spreadsheet and do not trust its totals.
• The totals in your sheet do not match the raw export or your accounting software.
• A manager will read the headline numbers and will not open the formulas.

Limits to check before starting

• You want slides from a spreadsheet. Use Spreadsheet cleanup, data-check and slide-deck builder.
• You need a monthly workbook and deck built every month. Use Excel report and PowerPoint update writer.
• You need your analysis written up so someone else can repeat it. Use Data analysis repeatability reviewer.
• You want to match two lists, such as bank lines to your books. Use Bank-to-ledger reconciliation and financial statement preparer.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It is a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude, ChatGPT or Gemini and say "Follow HANDOFF.md".
• Attach your workbook and the raw data. Say who will read it and which numbers matter most.
• Read the issue list first. Fix what you agree with in a copy of your file, not the original.
• Check the plain-words version against your own sense of the numbers. Change any line that says more than the data shows.
• Go through the sharing checklist before you send, then recheck the numbers you changed.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/check-a-spreadsheet-before-sharing-the-results for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.