🤖Drivepoint's Add-In Agent
This guide walks you through what the agent can do and how to get the most out of it.
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.
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
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
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:
Step 3 — Ask a question
The agent reads from your model and responds in plain English. You're up and running.
What You Can Do
The agent can help you understand your model, pull in fresh data, answer questions about your numbers, and build the schedules and reports you need. Here's what you can do today.
Tip: You don't need to memorize exact phrasing. Ask the way you'd ask a teammate. If the agent isn't sure what you mean, it'll ask a clarifying question.
Model Ops
Understand, check, and maintain your SmartModel.
Summarize Model
Get oriented in any SmartModel — company, version, date range, channels, and key metrics.
Try these:
Interrogate Model
Trace any number back to its source. Select a cell first, then ask the agent to walk you through the logic.
Try these:
Tip: Click on a cell before asking "trace this" or "what's this?" — the agent uses your selection as context.
Keep Your Model Healthy
The agent handles the maintenance work so you don't have to — auditing, fixing broken references, optimizing, and navigating your workbook.
Audit before you send. Sanity-check a model before it goes to a stakeholder, investor, or board.
Fix broken references. Scan for #REF errors, broken formulas, and formatting inconsistencies — then repair them.
Speed up slow workbooks. Diagnose volatile formulas and reduce file size.
Navigate the workbook. Open any tab or find what you're looking for.
Cell Edits & Formulas
Need to make a quick change or build a formula? Ask the agent.
Try these:
Data & Workflow
Keep your model current with live data from Drivepoint's warehouse.
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:
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:
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:
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.
Analysis
Turn your model into answers. Ask about any metric, time period, or line item in plain English.
Ask Questions About Your Numbers
The agent reads your model and answers in plain English.
Try these:
Tip: Be specific with time periods and line items. "What was COGS in February?" gives you a sharper answer than "Tell me about costs."
Variance Analysis
Plan vs. actual, pacing, and pre-rolls.
Try these:
Margin Analysis
Profitability by channel and mix. Build margin bridges and diagnose margin decline.
Try these:
Product Cost Analysis
Unit economics and COGS decomposition — landed cost per unit, bill of materials, cost structure.
Try these:
SKU Rationalization
Find what's working and what to cut across your product portfolio.
Try these:
Cohort Analysis
Retention, LTV, CAC payback, and repeat purchase rates.
Try these:
Marketing Efficiency
CAC, ROAS by channel, and ad spend diagnostics.
Try these:
Inventory Analysis
Stock levels, weeks of supply, reorder signals, and dead stock.
Try these:
Trade Spend Analysis
Promos, deductions, and retailer-level P&L.
Try these:
Builder
Create schedules, reports, and scenarios from a single prompt.
Build Schedule
Spin up revenue builds, COGS schedules, headcount plans, depreciation tables, and more.
Try these:
Build Report
Board decks, monthly close reports, and investor updates.
Try these:
Create Scenario
What-ifs, stress tests, and runway levers.
Try these:
Compare Scenarios
Side-by-side plan comparison — budget vs. latest forecast, plan A vs. plan B.
Try these:
Investor Readiness
Get your model raise-ready with due diligence checks.
Try these:
Tips for Great Answers
Be natural. Ask the way you'd ask a teammate — no special syntax needed.
Point at something. Select a cell or range first, then ask "what's this?" or "trace this."
Iterate. Follow up with "go deeper," "break that out by channel," or "now compare to last quarter."
Ask for receipts. If you want the logic, say "show your work" or "explain the formula."
What's Coming Next
We're actively iterating on the agent based on beta feedback. On the near-term roadmap:
Streaming responses — See the agent's answers render in real time instead of waiting for the full response.
Bring your own skills — Upload custom capabilities tailored to your team's workflows, conventions, and reporting templates.
Your feedback, shipped — The roadmap is being shaped by what we hear from beta customers. Tell us what's missing, what's clunky, or what would save you an hour a week.
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.
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