Catalogue · PA for EXEC — a typical week for the executive assistant

Expense claims: check the spreadsheet

You have Copilot check the sheet and spot the duplicates, the over-limit amounts and the incomplete rows.

ExcelTuesdayIntermediate0:30Capsule 7 of 23
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Space: play · ← →: 5 seconds · M: sound · F: full screen

The steps

The exact sequence, in order.

  1. 01

    Open the expense sheet in Excel.

  2. 02

    Ask Copilot to check the rows and list the anomalies.

  3. 03

    Compare the anomaly list with the receipts, one by one.

  4. 04

    Fix the rows in Excel and note the rule you applied for next month.

The prompt to copy

Word for word, exactly as shown in the video.

Check these expense claims: flag the duplicates, the amounts over the limit and the incomplete rows, with the row number.

The habit to keep

Copilot reads the sheet, you check the invoice: the receipt is what counts.

Worth knowing

What the video does not hide from you.

A typing error stays a typing error: Copilot reads the amounts, it cannot know whether the trip happened. A human decides on the rows it flags.

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