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Onboarding Guide
  • Get Started
  • Surfaces
  • Chat
  • Model Review
  • Trace
  • Charts, Tables, Export & Apps
  • Skills & Instructions
  • Compare Workbooks
  • PDF Citations & Projects
  • PowerPoint
  • Shortcuts
Onboarding Guide

Get Started with Tracelight

The full guide to Tracelight AI in Excel, PowerPoint, Word, and on the Web — from your first prompt to model review, Trace, exports, skills, and shortcuts.

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OverviewSurfacesWhere Tracelight lives: the Platform, and the add-ins for Excel, PowerPoint, and Word.Part 1ChatBuild and summarise models with natural-language prompts, Agent and Plan modes, and imported documents.Part 2Model ReviewReview every edit in the changeset, run model review, and fix errors by severity.Part 3TraceUnderstand how formulas and cells are linked by navigating the precedent tree.Part 4Charts, Tables, Export & AppsBuild charts and tables, export to other formats, and create interactive spreadsheet apps.Part 5Skills & InstructionsAutomate repetitive tasks with skills, and formatting with instructions and style guides.Part 6Compare WorkbooksSee every change between two versions of a model, with an AI summary of the impact.Part 7PDF Citations & ProjectsWrite PDF data into spreadsheets with every cell cited to source, and organise work in projects.Part 8PowerPointBuild decks from Excel and other context, and keep every number consistent with the model.ShortcutsShortcutsKeyboard shortcuts for the taskpane, Trace tree, and chat in Excel.

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