The point is not to abandon Excel knowledge. It is to move the learning focus from clicking through features to understanding the data, stating the goal, and judging the result.
Start with low-risk work such as summaries, filters, field explanations, and anomaly checks. Money, payroll, and submitted reports always need human review.
Workflow
Ask WorkBuddy to read the workbook, explain sheets and fields, and identify possible data issues. Then state the business outcome in plain language and agree on the plan and output format.
After processing, check the source and calculation logic for a sample of rows. Do not treat a polished spreadsheet as proof that the underlying rules were correct.
Read this Excel file without modifying it. Explain each worksheet, key fields, and possible data issues. Then propose the automation steps that could support my business goal. Wait for my approval before creating output, and show the source and calculation logic for every result.