Video Codex Lesson1 Expense Sheet Merge is an English video tutorial note from Hooosberg. It keeps the Bilibili lesson link, cleaned-up course structure, prompts, and workflow notes together.
The original Chinese note is tagged with video tutorial, Codex, Claude Code, Excel, build note. The goal is not a transcript, but a clearer companion note for people who want slides, prompts, and repeatable steps.
Future course updates can add the episode URL at the top, then summarize the goal, materials, prompts, checks, and reusable workflow.
Lesson approach
This companion note follows the same order as the video: understand the work problem first, prepare the files and rules, run the prompts in sequence, then verify the output before treating it as usable.
The Chinese source lesson covers 这节课的目标（最终交付物）, 案例环境与教学锚点, 第1步：异构表头映射与受控堆叠合并, 第2步：行数与金额勾稽校验, 最后检查. It is designed as a practical workflow note, not a detached summary: the reader should be able to pause the video, complete one step, and return to the next step with evidence of what changed.
How to study with the video
On the first pass, watch for the inputs, constraints, and expected outputs. On the second pass, reproduce the workflow in a separate test folder. Keep source files unchanged and save generated reports, cleaned data, drafts, or exports in the designated output location.
Do not treat an AI response as a final decision. Check whether the task was fully specified, whether uncertain values were labelled, whether the result can be traced back to source material, and whether a human approval is needed before any submission, purchase, application, or external action.
Copy-ready source prompts
The original prompts are kept below in Chinese so that the operational meaning used in the video is not weakened by translation. Replace every sample file name, person, company, amount, rule, and destination with verified information from your own task.
只读《多部门月报.xlsx》所有Sheet和《字段口径说明.md》，生成合并总表《多部门费用汇总_清洗合并.xlsx》：对照口径说明，将6个Sheet不同的表头（如“员工/姓名/报销人”统一为“报销人”）映射到标准列；转换日期为YYYY-MM-DD标准格式（缺失日期填“待确认”）；统一金额为数值类型；在最前面新增“来源Sheet”和“原行号”两列；同时输出《字段映射表》和《数据异常清单》（列出缺失日期、负数金额和空值记录）。对《多部门费用汇总_清洗合并.xlsx》进行勾稽对账：分别统计6个原始Sheet的数据有效行数与金额总和，比对合并总表的总行数与总金额；核对是否存在重复合并或漏行，输出《合并勾稽核对表》。Knowledge points and checks
The transferable skill is not a single prompt. It is the ability to turn scattered materials into a repeatable system: inputs have fixed locations, rules are written down, intermediate work is separated from final deliverables, and exceptions are visible instead of silently invented.
Before closing the task, verify four things: the input set is complete; unknown information is marked rather than guessed; the output is saved where the workflow expects it; and a small sample can be checked against the original files. High-impact decisions always remain subject to human review.
Wrap-up
Reuse the structure rather than copying the example blindly: define the objective and boundary, organize files and rules, run the steps in order, verify the result, and keep the workflow for the next similar task.
That is the central lesson behind this WorkBuddy series: AI becomes more reliable when work is expressed as a clear, inspectable process instead of a vague request for a finished answer.