ag-navigator

Translate unstructured Excel financial models into audit documentation with summaries, flowcharts, and calculation references.

1|Updated Jun 12, 2026
One-click install
npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill ag-navigator
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ag-navigator
Source: https://github.com/Sampi314/Sam-Plugin-Marketplace/tree/main/Audit%20General/skills/ag-navigator
Command: npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill ag-navigator

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Financial auditors and model owners waste hours deciphering unlabeled, complex Excel financial models with no formal documentation, struggling to trace cross-sheet data flows, understand calculation logic, and prepare for audits without access to the original model builder.

Core Features & Use Cases

  • Model Summary: Generates a plain-English overview of the model's purpose, structure, key inputs/outputs, timeline, and core assumptions for quick stakeholder alignment.
  • Data Flow Flowchart: Creates a standalone Mermaid flowchart visualizing cross-sheet data movement and sheet roles to clarify structural dependencies at a glance.
  • Dual-Notation Calculation Reference: Produces a full reference pairing readable, plain-English formula explanations with raw Excel formulas for every calculation row, including time-series patterns and conditional logic.
  • Use Case: Ideal for audit teams reviewing client project finance models, internal finance teams documenting internal forecasting tools, or new team members onboarding to an existing Excel model without original context.

Quick Start

Use the ag-navigator skill to document the attached Excel financial model and generate a full set of audit-ready deliverables including a model summary, data flowchart, and calculation reference.

Frequently Asked Questions about ag-navigator

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate audit documentation for an Excel financial model?

To generate audit documentation for an Excel financial model, this skill uses openpyxl to extract workbook data and produces a structured model summary, Mermaid data flowchart, and dual-notation calculation reference for review teams.

Can I create a Mermaid flowchart from cross-sheet data movement in Excel?

Yes, you can create a Mermaid flowchart from Excel to visualize cross-sheet data movement. The skill extracts structural dependencies and sheet roles to generate a standalone diagram clarifying the model's data flow.

What is the best way to translate Excel formulas for audit preparation?

Translating Excel formulas for audit preparation is done by generating a dual-notation calculation reference that pairs raw Excel formulas with plain-English explanations, covering time-series patterns and conditional logic.

Does this skill work with corporate finance and project finance workbooks?

Yes, this skill works with corporate finance and project finance workbooks. It applies to model documentation, audit preparation, and onboarding tasks for forecasting workbooks built in Excel.

Do I need openpyxl to extract workbook data for model onboarding?

Yes, openpyxl is required as the dependency to extract workbook data for model onboarding. It enables the skill to parse unstructured Excel models and produce readable audit documentation.

What limitations exist when documenting unlabeled Excel financial models?

A limitation when documenting unlabeled Excel financial models is that the skill relies on openpyxl extraction, meaning it processes workbook structure and formulas without accessing the original model builder's context or intent.