Skip to guide content

Get started with Tracelight

From your first prompt to a client-ready deliverable: how Tracelight fits into the way you already work, in the Platform and the add-ins for Excel, PowerPoint, Word, and Outlook.

Where you work

Tracelight lives on the Platform and inside Excel, PowerPoint, Word, and Outlook. Kick off work by email, Teams, or voice, without opening anything new.

How you start

Build and summarise models in plain language: prompt Tracelight as if you were talking to the analyst who built the sheet. Start from a ready-made prompt, dictate instead of typing, attach your files, and switch to Plan mode when you want to see the steps before Tracelight takes them.

How you trust it

Every cell is traceable, every number cited, every change reviewable with clear version history, so nothing goes into your model or deck unchecked.

How you deliver

Turn your analysis into decks, reports, and interactive spreadsheet apps that already look the part, formatted to your house style, cited to source, and ready to hand to a client without a second pass.

How you collaborate

Keep files, chats, and context together in projects, work straight from SharePoint and OneDrive, and share anything through a live link.

How you customise it

Save instructions, skills, and style guides; connect your data sources; keep outputs synced to the model, so every new task starts smarter than the last.