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The Shortcut AI Excel agent could 'one-shot' spreadsheet jobs. Here's how to try it.
automation

The Shortcut AI Excel agent could 'one-shot' spreadsheet jobs. Here's how to try it.

Shortcut AI Excel agent automates complex spreadsheet tasks, boosting productivity and reshaping white-collar work.

July 30, 2025
5 min read
Cecily Mauran

Shortcut AI Excel agent automates complex spreadsheet tasks, boosting productivity and reshaping white-collar work.

The Shortcut AI Excel Agent Could 'One-Shot' Spreadsheet Jobs

There's a new AI agent designed for people who spend their waking hours inside spreadsheets. Navigate to Shortcut AI's website, and you'll find a page that looks almost exactly like an empty Microsoft Excel spreadsheet. The main difference is a sidebar chatbot that can be tasked with taking on the tedious legwork of building, say, complex financial models or competitive analyses. Because Shortcut is agentic, meaning it can handle multi-step tasks on the user's behalf, the tool can do more than just generate Excel formulas or analyze spreadsheet data. In a demo on X, Nico Christie, founder and CEO of the Shortcut AI agent, showed how the tool swapped out the data from a Microsoft distributed cash flow analysis (DCF) for Google data by looking up Google's SEC filings and populating the data in the same template. Shortcut launched on Monday with a rather ominous tagline: "Try Shortcut (before your boss does)." Christie also said on X that the Shortcut Excel agent "one-shots most knowledge work tasks on Excel." In the launch video, Christie said that the company tested Shortcut's skills in private equity, banking, consulting, and product management tasks against first-year analysts from McKinsey, Goldman Sachs, and other firms. When scored by managers from the same firms, he said Shortcut "won" against the analysts 89.1 percent of the time, although details about how this "win rate" was scored are unspecified. Christie also claimed Shortcut beat ChatGPT Agent 90 percent of the time. Mashable cannot independently verify these claims. The advent of agentic work tools like Shortcut calls to mind Anthropic CEO Dario Amodei's prediction that AI could wipe out half of entry-level white collar jobs. Disruptive technology throughout history has often targeted manual labor and blue-collar jobs through automation and robotics. But today's advanced AI models promise to automate desk job grunt work and even complex office tasks. A recent study from SignalFire found a decrease in hiring for entry-level tech jobs, suggesting AI's impact on the job market is already in effect. The optimistic view is that tools like Shortcut will work for workers by automating time-consuming tasks, freeing up space for more creative and strategic work that AI isn't as good at. The outcome may vary from company to company, but agentic AI is already shaping the way employees approach their jobs. Indeed, the Shortcut AI agent is marketed as a secret weapon for finance professionals, consultants, and the like. You can edit existing Excel files in Shortcut and export them back to Excel. "No one would ever know that it was made in Shortcut," Christie said in the launch video. Heavy spreadsheet users are already paying attention. "Looks like a massive part of finance workflow got automated by AI," said finance creator and writer @HighYieldHarry on X. Michael Yuan, cofounder of fintech company Waverly AI, called it "a really big moment for the Finance industry! Exciting times we're in." Yuan also pointed out some of Shortcut's current limitations: it's slow and has formatting issues. Christie himself shared that it's "not perfect" and needs to be easier for users to review.

How to Try Shortcut AI

Shortcut offers two plans: Shortcut Pro for $40 a month or Shortcut Max for $200 a month, which gets power users everything in the Pro subscription plus unlimited access to its more advanced model and other perks. There's also a 7-day free trial for either option. You can learn more at tryshortcut.ai.
Note: The Shortcut AI Excel agent is unrelated to the iOS Shortcuts app, which Apple said would be getting an AI makeover during WWDC 2025. There is also an unrelated agentic AI company called Shortcut.

Source: Originally published at Mashable on July 29, 2025.

FAQ

General Information

Q: What is the Shortcut AI Excel Agent? A: The Shortcut AI Excel Agent is a new AI tool designed to automate tedious tasks within Microsoft Excel, such as building complex financial models and competitive analyses. Q: How does the Shortcut AI Excel Agent work? A: It functions as an agentic AI, meaning it can handle multi-step tasks. Users can interact with it via a sidebar chatbot to perform actions like swapping data sources within existing spreadsheet templates. Q: What is the main tagline for Shortcut AI? A: The main tagline is "Try Shortcut (before your boss does)."

Capabilities and Performance

Q: What kind of tasks can the Shortcut AI Excel Agent perform? A: It can automate knowledge work tasks in Excel, including generating formulas, analyzing data, and updating spreadsheets with new data from external sources like SEC filings. Q: How does Shortcut AI's performance compare to human analysts? A: According to the company, Shortcut AI has won against first-year analysts from firms like McKinsey and Goldman Sachs 89.1% of the time in tests, though these claims are not independently verified. Q: How does Shortcut AI compare to ChatGPT Agent? A: Christie claimed Shortcut AI beat ChatGPT Agent 90 percent of the time, though this is also unverified.

Potential Impact and Limitations

Q: What is the potential impact of tools like Shortcut AI on the job market? A: The rise of agentic AI tools like Shortcut AI raises concerns about the potential automation of entry-level white-collar jobs, mirroring historical trends in blue-collar employment. Q: What are the current limitations of Shortcut AI? A: Limitations include being slow and experiencing formatting issues. The CEO also noted it's "not perfect" and needs improvement in user review processes.

Pricing and Access

Q: How can I access Shortcut AI? A: Shortcut AI offers two plans: Shortcut Pro ($40/month) and Shortcut Max ($200/month). They also provide a 7-day free trial. Q: Is Shortcut AI related to Apple's iOS Shortcuts app? A: No, the Shortcut AI Excel agent is unrelated to Apple's iOS Shortcuts app.

Crypto Market AI's Take

The introduction of agentic AI tools like Shortcut signifies a significant leap in how we approach knowledge work, particularly within data-intensive fields like finance and consulting. As AI continues to evolve, its ability to handle complex, multi-step tasks directly impacts various industries, including the cryptocurrency market. At Crypto Market AI, we are also leveraging AI to provide cutting-edge market intelligence and trading solutions. Our platform is designed to empower users with AI-driven insights, sophisticated trading bots, and robust risk management, aiming to amplify human potential in navigating the volatile crypto landscape. You can explore how AI is reshaping trading strategies in our AI-driven crypto trading tools section, and learn more about the broader applications of AI agents in finance through our comprehensive AI Agents Hub.

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