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    Use-case library
    FP&A / Plan-to-Perform · Claude.ai

    Understand and extend an inherited spreadsheet

    Decode a complex spreadsheet you didn't build — then safely add new functionality.

    Single model callAutonomy: SuggestSpeedQualityLow effortCFOAI-Powered Builder
    What changed

    Claude reads the workbook, maps how tabs and formulas connect, explains the logic in plain English, and proposes safe extensions — so you don't reverse-engineer someone else's model by hand.

    How it's built

    Single model call (rung 2 of 6). Generate, extract, summarize, classify or translate. One request, one answer.

    Not an agent: the sequence of steps is fixed in advance, so the whole path can be tested end to end.

    Autonomy: T0 · Suggest
    Surfaces information, ranks, or recommends. Changes nothing. Human role: does all the work; may ignore the system entirely.
    How it is governed
    Output schema validation. A human reads it before it counts.
    What the certification exams call this
    • Anthropic (Claude Certified Architect – Foundations (CCAR-F))A single, well-prompted LLM call, which is often enough. source
    • OpenAI (OpenAI agent guidance (Agents SDK, Codex, OpenAI Academy))One model request with clear instructions and context. source
    • Google Cloud (Generative AI Leader)Prompt engineering: zero-, one- and few-shot prompting (exam §3.2). source
    • Microsoft (AI-901 (Azure AI Fundamentals) and AB-100 (Agentic AI Business Solutions Architect))System and user prompts for generative AI models (AI-901). source

    How Koko classifies AI · the full ladder is taught in AI & Agentic Delivery Foundations.

    Try it

    Illustrative demo

    An analyst inherits the budget model when its author leaves — and owns it Monday. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

    Example prompts
    • Explain how this workbook flows: which tabs feed which, and what each key formula does.
    • I want to add a scenario toggle — show me where to put it without breaking the existing logic.
    Try in Ask KokoAI