workbook-doctor

Audit Excel workbooks for formula consistency, source traceability, and data freshness.

4|1|Updated Apr 11, 2026
One-click install
npx skills add https://github.com/m2ai-portfolio/m2ai-skills-pack --skill workbook-doctor
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: workbook-doctor
Source: https://github.com/m2ai-portfolio/m2ai-skills-pack/tree/main/skills/workbook-doctor
Command: npx skills add https://github.com/m2ai-portfolio/m2ai-skills-pack --skill workbook-doctor

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Audits an existing or AI-generated Excel workbook for hidden risks before it is used in decisions.

Core Features & Use Cases

  • Performs four diagnostic passes: structure map, formula risk scan, repair plan, and verification memo.
  • Produces a pass/fail checklist on formula consistency, source traceability, assumption clarity, and data freshness.
  • Use before relying on any AI-generated spreadsheet for financial decisions, reporting, or client deliverables.

Quick Start

Analyze an Excel workbook by running workbook-doctor to obtain a vetted risk assessment.

Frequently Asked Questions about workbook-doctor

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

FAQPage Schema
How do I audit an Excel workbook for hidden risks before making financial decisions?

Auditing an Excel workbook for hidden risks involves running diagnostic passes that evaluate formula consistency, source traceability, assumption clarity, and data freshness. The output is a pass/fail checklist with a repair plan and verification memo for safe use.

What is the best way to verify formula consistency and data quality in a spreadsheet?

Verifying formula consistency and data quality in a spreadsheet requires a structured risk scan that maps the workbook structure and flags inconsistencies. This yields a pass/fail checklist and a repair plan to correct any identified data or formula issues.

Can I use an automated audit tool for AI-generated spreadsheets used in financial reporting?

Yes, an automated audit tool can evaluate AI-generated spreadsheets for financial reporting. It performs diagnostic passes on formula consistency and data freshness, generating a verification memo and repair plan to guide safe use.

How do I check source traceability and assumption clarity in a forecasting workbook?

Checking source traceability and assumption clarity in a forecasting workbook requires running a diagnostic scan that evaluates these risk areas. The process produces a pass/fail checklist and a repair plan to resolve any traceability or clarity gaps.

Does workbook auditing work for both manual and AI-generated Excel files?

Yes, workbook auditing applies to both manual and AI-generated Excel files. It runs four diagnostic passes across planning, forecasting, and reporting spreadsheets to produce a risk assessment checklist, repair plan, and verification memo.

What are the limitations of spreadsheet auditing for risk management?

Spreadsheet auditing for risk management focuses strictly on evaluating formula consistency, source traceability, assumption clarity, and data freshness. Its limitation is that it produces a repair plan and verification memo but requires manual implementation of the suggested fixes.