# Drivepoint's Add-In Agent ### Meet Your AI-Powered Agent in the Drivepoint Add-In The Drivepoint Add-In now includes an AI-powered agent that works directly inside your Excel SmartModel™. Instead of navigating menus or waiting on the team, you chat with the Drivepoint Add-In Agent in plain English and it takes action in your SmartModel™ in real time. {% embed url="" %} #### Quick Start: Your First 5 Minutes Open your SmartModel in Excel and launch the Drivepoint Add-In. Click on "Chat" inside the Sidepanel menu. Try these three prompts in order: **Step 1 — Get oriented** ``` Tell me about this model ``` The agent reads your SmartModel and gives you a summary: company name, model version, date range, active channels, and key metrics. This confirms the agent is connected and reading your data correctly. **Step 2 — Pull in fresh data** ``` Import my latest Shopify sales ``` The agent fetches your most recent data from Drivepoint's data warehouse and writes it directly into your model. No exports, no copy-paste. You can also try: ``` Pull in my QuickBooks data ``` ``` Import retention predictions ``` **Step 3 — Ask a question** ``` What was revenue last month? ``` The agent reads from your model and responds in plain English. You're up and running. *** #### What You Can Do **Import Data on Demand** Tell the agent to pull in your latest data and it writes directly into your model from Drivepoint's data warehouse. **Try these:** ``` Import my latest Shopify sales ``` ``` Pull in my QuickBooks data ``` ``` Import retention predictions ``` ``` Pull in my Amazon sales data ``` > **Tip:** You don't need to know which import to use. Just describe what you need — "I need my latest sales data" — and the agent will recommend the right import for your setup. **Handling unmapped accounts:** If your financial accounts aren't fully mapped yet, the agent will let you know and redirect you to the mapping screen so you can resolve it before importing. **Imports with breakdowns:** Some imports require input from you — for example, how you want product data grouped. The agent will ask you before proceeding. *** **Roll Your Model Forward** One prompt and the agent moves your SmartModel to the next period, handling tab logic, references, and everything in between. **Try this:** ``` Roll forward to the next month ``` > **Tip:** After rolling forward, follow up with a data import to pull in the latest actuals for the new period. The agent handles both steps from the chat. **Shortcut:** If your books are closed, try: ``` My books are closed ``` The agent will import the latest QuickBooks information and ask whether you'd like to roll the model forward — handling both steps in one flow. *** **Ask Questions About Your Numbers** The agent reads your model and answers in plain English. Ask about any metric, time period, or line item. **Try these:** ``` What was gross margin last quarter? ``` ``` Which channel has the highest margin? ``` ``` How does my DTC revenue compare to Amazon this month? ``` ``` What's our total inventory? ``` The agent can read across tabs and compare channels. It works best when you're specific about the metric and time period. > **Tip:** Be specific with time periods and line items. "What was COGS in February?" gives you a sharper answer than "Tell me about costs." *** **Navigate Your Model** The agent can open any tab in your SmartModel and help you find what you're looking for. **Try these:** ``` What tabs are in this model? ``` ``` Open the P&L tab ``` ``` Where do I change CAC? ``` *** **Fix Broken References** If your model has #REF errors, the agent can find and fix them. **Try this:** ``` Do I have any broken references? ``` The agent will scan your model, show you what's broken, and offer to repair the references. *** **Cell Edits & Formulas** Need to make a quick change or build a formula? Ask the agent. **Try these:** ``` Change cell B5 on the Settings tab to 12 ``` ``` Write a SUMIFS formula to total revenue for January ``` *** #### What's Coming Next We're actively building additional capabilities for the agent. The following features are on the roadmap but **not yet available:** * **Variance & budget vs. actuals analysis** — Line-by-line comparison of actuals to plan * **EBITDA bridge** — Waterfall breakdown between periods for board prep * **Executive prep & highlights** — Automated monthly summaries for CFO or board conversations We'll update this page as these capabilities ship. *** #### Tips for Best Results **Use Claude as your default model.** The agent supports multiple LLM providers, but Claude delivers the most reliable results for SmartModel workflows today. **Be specific with time.** "What was revenue in February?" works better than "What was revenue recently?" **Name the line item.** "Show me COGS" is sharper than "Show me costs." **Ask follow-ups.** The agent remembers context within a session. After getting a revenue answer, try "Break that down by channel." **Start with a summary, then drill down.** Ask for a model overview first, then zoom into the specific lines that matter. *** ### Need Help? Your Drivepoint rep can walk you through any of these workflows live. You also have a dedicated Slack channel for real-time feedback during the beta — drop questions, flag issues, or share what's working. We're building this with you.