# Excel Automation Workflow Guidance

These guides explain decisions, sequencing, recovery, and important limitations
for both supported entry points. They are not a separate command reference or
automatically loaded skills.

Use the MCP tool descriptions or `excelcli --help` followed by
`excelcli <command> --help` for current actions and inputs. The examples here
illustrate workflows, not every supported option. For an overview of what you
can accomplish, see [features](/features/).

## Working with agents

- [Workflows](/reference/workflows/) - tool selection and sequencing
- [Working safely](/reference/behavioral-rules/) - intent, permissions, sessions, and failures

## Workbooks, sheets and cells

- [Workbooks](/reference/workbook/)
- [Worksheets](/reference/worksheet/)
- [Ranges, formulas, and formatting](/reference/range/)
- [Excel Tables](/reference/table/)
- [Windows](/reference/window/)
- [Calculation modes](/reference/calculation/)

## Data and the model

- [Power Query loading and recovery](/reference/powerquery/)
- [M syntax](/reference/m-code-syntax/)
- [Data Model and DAX](/reference/datamodel/)
- [DMV queries](/reference/dmv-reference/)
- [PivotTables](/reference/pivottable/)
- [Text and web imports](/reference/querytable/)
- [What-if analysis](/reference/analysis/)
- [XML maps](/reference/xmlmap/)

## Visuals and output

- [Charts](/reference/chart/)
- [Conditional formatting](/reference/conditionalformat/)
- [Slicers](/reference/slicer/)
- [Drawing objects](/reference/drawing/)
- [Screenshots and visual verification](/reference/screenshot/)
- [Optional report formatting](/reference/report-formatting/)

For installation, see [Claude Desktop](/guides/claude-desktop/) and
[agent skills](/skills/).