Using ChatGPT in Excel
✅ Detailed Process Flow: Using
ChatGPT in Excel for Audit & Survey Analysis
1. Prepare the Excel File
- Create
an Excel sheet with structured audit questions.
- Use
columns such as:
- SL
(Serial Number)
- Audit
Points (Questions)
- Reply
by AI (to be filled by ChatGPT)
2. Integrate ChatGPT with Excel
Options include:
A. Using Excel Add-ins / Plugins
- Install
an add-in like "ChatGPT for Excel" or use tools like Power
Automate with OpenAI API.
- Set up
OpenAI API credentials securely.
- Create
a function (e.g., =ChatGPT(A2)) to get AI-generated replies for each
question in the sheet.
B. Using Power Query or VBA + API
- Use
Power Query to collect questions from the sheet.
- Write
a script (via Power Automate or VBA) to send prompts to ChatGPT API and
populate the answers.
3. Automate the Prompting
- For
each question in the "Audit Points" column, send the text as a
prompt to ChatGPT.
- Example
prompt:
"Please provide a professional audit response for: Are our prices fair?"
4. Populate the "Reply by AI" Column
- The
response from ChatGPT is retrieved and inserted back into the
corresponding row in the Reply by AI column.
5. Review & Validate
- The
responses can then be reviewed by a human for tone, accuracy, and business
appropriateness.
- Adjust
any responses manually if necessary.
6. Finalize and Share
- Lock
or protect the cells with responses.
- Export
the file to PDF or Excel for sharing with auditors or stakeholders.
🔁 Process Summary Diagram
(Textual)
Prepare Excel Sheet
↓
Integrate ChatGPT (Add-in or API)
↓
Loop: For Each Audit Question
↓
Send to ChatGPT ➜ Receive Response
↓
Fill "Reply by AI" Column
↓
Review & Finalize Output
↓
Export/Share Report
