Streamlined approvals, Excel skill library, and faster workbook writes
Punchcard's CoAudit Excel add-in now surfaces your firm's saved prompts, lets you settle every pending approval in one click with clear disclosures, and writes and highlights cited cells significantly faster.
What's new
Skill library now available in the Excel add-in
Firm-saved and personal saved prompts are now accessible directly from the CoAudit pane in Excel. Browse your firm's authoring conventions, invoke prompts with @-mentions, or save new ones — without switching to the web app.
Approval controls redesigned for clarity and speed
Several improvements to how CoAudit presents pending actions for your review:
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"Approve all" now settles every pending action in one click. Previously, certain actions (file deletions, moves, patches that merge cells or clear evidence) were excluded and required one-by-one handling. They're now included. What each action will do — "merges cells," "clears evidence," "clears reasoning" — is stated in plain text on each row and in the strip summary so you know exactly what you're authorizing before clicking. All confirm buttons are consistently blue; the nature of the action is communicated in words, not button color.
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Each pending action has its own quick Approve button. Alongside the existing Skip button on each collapsed row, a matching Approve button lets you settle individual actions without expanding the card.
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Clickable cell-reference badges show where CoAudit will write. Each pending write displays cell-reference pills (e.g., "B5:D12 · 18 cells"). Clicking one selects that range in your workbook so you can inspect the target area before approving — nothing changes until you confirm. When any pending write lacks a sheet qualifier, all badges become plain text so a navigation click can't accidentally retarget a waiting write to the wrong sheet.
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Applied-writes summary after each AI turn. Once CoAudit finishes writing, an "Applied N cells in M writes" line appears with clickable badges for each range — a quick way to see and navigate to everything that just landed.
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Approval cards no longer get permanently stuck. On some machines, reading the workbook before showing the Approve/Decline buttons could stall indefinitely, leaving the card unresponsive with no way out. After a short wait, decision buttons now become available regardless, with a clear note describing what approving will do.
Performance
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Citations highlight faster after CoAudit writes. When CoAudit fills in multiple cited cells at once, all citation highlights now resolve together in a single request rather than sequentially. On a heavily cited grid this is the difference between highlights appearing in seconds versus a minute or more.
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Workbook writes complete faster for large batches. CoAudit now groups multiple cell writes, format loads, and container saves into fewer Excel round-trips. Larger workpaper fills — especially those spanning many rows or columns — complete noticeably faster.
Bug fixes
- Numbers now land as numbers. When CoAudit writes a value like "5000," it now correctly becomes a number in Excel — picked up by SUM formulas, sortable, and format-aware — rather than text that formulas skip.
- Dates written to date-formatted columns become proper Excel dates. A date string written to a column already formatted as a date (or declared with a date format) now converts to an Excel date value — sortable and formula-compatible — rather than quote-prefixed text.
- Lasso dates from Excel sources write as proper date values. When you Lasso-select a date from an Excel or CSV source, the captured date now writes to your workbook as an Excel date in your locale's format, rather than as a text string.
- No more false "overwrites existing data" warning for dates. CoAudit was incorrectly flagging a write as destructive when re-sending a date that already matched what was in the cell. Re-sending the same date is now correctly recognized as a no-op.
- Import retry stays available in the Files view. The option to retry a failed document import was disappearing when you were on the Files tab; it now remains accessible.
- Current view is preserved when importing context. Importing a context no longer navigates away from whichever view (Files, Documents, Viewer) you were on.