Get started with the Deckary Excel AI agent

Install the Deckary Office add-in from Microsoft AppSource, open it from Excel's Add-ins menu, and sign in. The add-in detects that Excel is the active host and opens the Excel experience. Start with a bounded task and keep the target workbook open while the agent works.

Install and open Deckary#

1. Use Deckary's Office add-in install page to open the Microsoft installation flow, or search for Deckary in Excel's Add-ins menu.
2. Add Deckary to Office.
3. Open the workbook you want to work on.
4. Launch Deckary from Home → Add-ins and sign in.
5. Open the AI agent in the Deckary pane.

The same add-in supports PowerPoint, Excel, and Word. Its available tools depend on the host application, so Excel workbook tools only appear while Deckary is running in Excel.

Give the first instruction#

Name the worksheet and range when they are known. Explain the business meaning of the output, not only the formatting operation.

On Assumptions, review B4:G18. Identify missing inputs, preserve existing
formulas, and add a short note to any hardcoded assumption that needs an owner.
Ask before replacing non-empty cells.

The agent reads the current selection and workbook structure before it edits. If the request leaves a material choice unresolved, it can ask for clarification during the run.

Review a proposed overwrite#

Deckary protects non-empty cells from accidental replacement. If a write needs approval, review the worksheet, range, and described change before allowing the overwrite. Approval does not authorize a different range or a newer target state.

After a mutation, the agent observes the returned workbook state in a later reasoning step before it can finish the run. A committed write with incomplete readback is reported as such; it is not presented as fully verified.

Continue with Use the Excel AI agent, Audit formulas, or Build a financial model.