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An Excel artifact is a spreadsheet workbook (.xlsx) that Addison builds from your data — a model, forecast, budget, or sensitivity analysis with live formulas rather than pasted numbers. It’s a second-class artifact: a file in your project rather than a native Summation document, but it opens in a full in-app spreadsheet editor and downloads as a standard .xlsx.
An Excel workbook 'Olympics Top 5 Leaderboard.xlsx' open in Summation's in-app spreadsheet editor under a 'My Project' breadcrumb. A formatting toolbar (Arial, size 10, bold/italic/underline/strikethrough, alignment) sits above a cell-reference box (B8) and a formula bar reading ='Medals By Country Year'!D2. The 'Leaderboard' sheet, titled 'Top 5 Olympic Nations — Summer Games 2000-2016', lists nations (United States, Russia, Australia, Germany) with Gold/Silver/Bronze/Total, year-over-year change, and athlete-count rows across 1996–2016 columns. The top-right shows a verification shield, an 'Edit with AI' button, and a ⋯ menu; sheet tabs (Read Me, Leaderboard, Medals By Country Year, Data Sources, Checks) run along the bottom.

An Excel workbook open in the in-app spreadsheet editor, with the ⋯ menu showing Rename, Share, Download as XLSX, and Delete

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What Addison builds

Addison’s workbooks are built to exec-grade standards, not raw data dumps:
  • Live formulas rather than pasted numbers, so the model recalculates when inputs change
  • Linked financial statements where relevant — 3-statement models, budgets, forecasts, and debt schedules
  • Exec formatting — accounting number formats, parenthesized negatives, and error-guarded divisions
  • Verifier-checked before delivery, so the quality rules hold

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Create

Ask Addison in a chat for the model or workbook you need, or produce one by running a playbook. Addison writes the .xlsx into your project and opens it in the spreadsheet editor.

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Open and edit

Open the workbook to view and edit it in the spreadsheet editor: change cell values and formulas in the formula bar, adjust formatting with the toolbar, and switch between sheets using the tabs at the bottom.

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Verify and edit with AI

Workbooks are first-class verification subjects, not just static files. The spreadsheet toolbar carries an Edit with AI button — select cells, describe a change, and Addison rewrites that part of the model (the same action is on the right-click menu) — and a Verification Hub button (shield) that audits the workbook against its workbook_quality and workbook_rubric checks and surfaces a pass/fail badge, the way reports and decks are verified.

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Versions

Each save adds a version. Use the Version dropdown in the top bar to see and switch between earlier versions of the workbook.

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Manage as a file

A workbook is an ordinary file in your project, so every file operation applies — move it between folders, copy it to another project, duplicate it, or delete it.
From the ⋯ menu in the top bar (or the file’s row in the project file list): Rename, Share, Download as XLSX, or Delete.

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Promote to a first-class artifact

A common flow is to start with a workbook and then have Addison rebuild it as a first-class artifact — an interactive dashboard, a presentation deck, or a verified report. The native document gains data citations, verification, and a dedicated home in the app.

Dashboards

Turn the model into interactive charts and KPIs.

Decks

Turn the numbers into a presentation.

Reports

Turn the analysis into a verified written report.