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Download and install ExcelMaster Agent

Open the downloaded ExcelMaster Agent installer (.exe) and follow the prompts; click here if the download does not start automatically.
If Excel is open, close it and reopen Excel after setup finishes.
In Excel, open the ExcelMaster Agent tab on the Ribbon and click AI Agent.
If the ExcelMaster Agent tab is missing, go to File > Options > Add-ins > Manage: COM Add-ins > Go, then enable ExcelMaster Agent.

Try your first Excel task

In the ExcelMaster sidebar, sign in with the same account you used on this website if prompted, then return to Excel.

Open this sample in Excel, or use a copy of your own workbook.

Download sample workbook (.xlsx)

Two sheets and four rows of synthetic sales data.

Paste this request into the ExcelMaster chat

Example request

Check the sheets in this workbook, then create a new monthly summary with totals and a chart. Ask me about missing dates or mismatched columns before proceeding. Keep the original sheets unchanged.

For this sample, if asked about the layout, choose one row per month with a column for each region and a total.

This is a real ExcelMaster task and uses your available tasks or credits.

Check the result, then save a copy

For the sample, January should total 350 and February 450, for a total of 800. Check the chart and save the result as a new workbook.

Excel chart showing January sales of 350 and February sales of 450 — Example chart produced in Excel from this sample. Your layout may vary.

Next month, add rows to the source sheets and ask ExcelMaster to refresh the same summary and chart.

If you run into any problems, check out the FAQ or contact [email protected].