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Excel workbooks: create, inspect and revise

Updated 2026-07-29·5 min read

How Aimee creates K3-styled workbooks, inspects sheets and formulas, makes copy-first revisions and safely confirms persistent edits.

Creating a workbook

Ask Aimee for a spreadsheet and describe the sheets, columns, formulas, number formats, charts and controls you need.

New K3 workbooks use Aptos, Teal headers, Ink text, Ice Blue input cells, white calculated cells, restrained accents and square borders by default.

Aimee uses live Excel formulas instead of pasting pre-calculated totals wherever practical. It can also create charts, conditional formatting, data validation, analytics and forecasting when the request calls for them.

Generated Excel timesheet workbook open in Aimee's viewer with K3 styling and multiple worksheets
Generated workbooks use the K3 Excel style with clear teal headers, formatted values and structured worksheets. Open the workbook to review its sheets and formulas, then choose Save to OneDrive or Download.

Inspecting an existing workbook

  1. Attach or identify the workbook and ask Aimee to inspect it.
  2. Aimee reads the workbook's sheets, existing cells and formulas.
  3. Review the inspection summary before asking for a revision, especially when the workbook contains assumptions or linked calculations.
Excel workbook inspection activity showing a completed Done status
The inspection activity retrieves the selected workbook and reads its structure. A Done status confirms completion; review Aimee's inspection summary before requesting changes.

Copy-first revisions

  1. Describe the exact cells or structural change required.
  2. For exact cell changes, identify the sheet and cell returned by inspection.
  3. For new rows, sheets, formulas, tables, analytics or charts, explain the structure and expected result.
  4. Aimee creates a new version or copy that preserves the existing workbook and leaves the source unchanged.
  5. Open the result in the read-only viewer and verify formulas, charts and assumptions before final use.
Excel workbook modification activity showing a completed existing-cell edit
A copy-first modification applies the requested change to a new workbook version while preserving the source. A Done status confirms that the revised version was created successfully.

If a requested structural edit cannot preserve the source workbook, Aimee should say so rather than presenting a reconstructed workbook as an edit.

Reviewing the result

Open the generated file card to use the read-only workbook viewer. Check the version number, formulas, charts and assumptions, then use Download or Save to OneDrive for the selected version.

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