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PrisacariuRobertPrisacariuRobert/sidemates/skills/bundled/checked-spreadsheet-analysis/SKILL.md

checked-spreadsheet-analysis

Skill9 starsChanged 37 days agoMITView on GitHub

Reconcile CSV data, verify exact totals and produce an editable spreadsheet with source and coverage receipts.

The file

We split this skill into the rules it gives an agent

5 rules. About 0 are common, 4 are distinctive, and 1 is very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈4

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Read the original source, headers, units, currencies, time range and requested calculation.

    line 8
  2. Distinctive:

    Use table_summary on the original CSV for exact decimal totals, with explicit grouping and equality filters.

    line 9
  3. Distinctive:

    Create a separate analysis CSV with source IDs and explanatory columns.

    line 11
  4. Distinctive:

    Check totals and row coverage against the source receipt, not a copy you rewrote.

    line 12
  5. Very specific:

    If Excel/Office/OCR is needed but unavailable, disclose that requirement.

    line 13

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Checked spreadsheet analysis

  1. Read the original source, headers, units, currencies, time range and requested calculation. Preserve original inputs. If data is truncated or ambiguous, name the limitation.
  2. Use table_summary on the original CSV for exact decimal totals, with explicit grouping and equality filters. Keep currencies and units separate. Inspect matched and excluded counts and source hashes; do not independently guess totals from a preview.
  3. Separate a policy interpretation from arithmetic. Cite the user's supplied policy and flag ambiguous exceptions. Never label an inferred reimbursement decision “approved.”
  4. Create a separate analysis CSV with source IDs and explanatory columns. Export a new workbook with spreadsheet_export. Use numberColumns only for verified numerical columns, never formula-like user input.
  5. Check totals and row coverage against the source receipt, not a copy you rewrote. Verify the resulting file with task_verify and link it in the final response. Export receipts prove bytes/counts, not spreadsheet visual layout or policy correctness.
  6. If Excel/Office/OCR is needed but unavailable, disclose that requirement. Do not claim this skill installs those engines.

Provenance

Original Sidemates method. Instructions are bundled with Sidemates and do not grant tool or account permissions. See LICENSE for reuse terms.

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