Check prompts and files
Inspect spreadsheet content shared through covered AI workflows and apply policies to sensitive financial information.
USE CASE · Finance AI in Excel
Apply policies when spreadsheet work involves forecasts, payroll, customer financials, or confidential plans. Check the information being sent to AI and keep a record of policy actions.
WHAT IS AT RISK
An analyst asks AI to write formulas, explain a variance, or summarize a forecast. A prompt or uploaded spreadsheet may include payroll details, confidential revenue plans, or information intended for the board.
Inspect spreadsheet content shared through covered AI workflows and apply policies to sensitive financial information.
Allow, redact, block, or route a request for review according to the data and your policy.
Keep a record of the policy decision and action. Confirm the specific spreadsheet-to-AI workflow and coverage during evaluation.
PRODUCTS FOR THIS WORK
Check prompts, files, and agent actions against your policies. Investigate incidents with a record of the request and action taken.
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