Update to Formula Genius

Snapshot Nov 9, 2026 · 00:12 UTC · version 1.4.0

Collection source: downloaded plugin package.

WHAT CHANGED

Instructions updated for reconcile-tables-with-formula

Full description — Now says: files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel).

Observed in instructions or declared skills. Runtime behavior has not been tested.

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Full description

Before

Oct 24, 2026 · 12:51 UTC

files.

After

Nov 9, 2026 · 00:12 UTC

files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel).

Skill instructions

Before

Oct 24, 2026 · 12:51 UTC

files." This formula workflow cannot read the web app's browser-local CSV/PDF files or reconcile imported transactions.

After

Nov 9, 2026 · 00:12 UTC

files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel)." This formula workflow cannot read the web app's browser-local CSV/PDF files or reconcile imported transactions. If...

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SKILL.md text changes

− removed · + added

--- before
+++ after
@@ -1,10 +1,10 @@
 ---
 name: reconcile-tables-with-formula
-description: "Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files."
+description: "Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel)."
 ---
 
 Clarify only the details needed to design the formula: application/version, source ranges, key columns, compared value, duplicate handling, and desired output. Distinguish missing keys, duplicate keys, and value differences; avoid assuming every key is unique. For amounts, ask about rounding or tolerance only if it affects the requested comparison.
 
 Call `generate_formula` with the chosen spreadsheet and a request describing the discrepancy to find. Put the two schemas, key rules, output location, locale, and small non-sensitive examples in `context`. Show the proposed formula, placement, and assumptions. If requested, use `validate_formula` for supported simulation and report the actual coverage.
 
-This formula workflow cannot read the web app's browser-local CSV/PDF files or reconcile imported transactions. For statement-to-Excel requests, use the `statement-to-excel` skill when the connected server exposes `open_statement_converter`; that separate beta requires explicit AI consent and individual review in its widget. If the tool is unavailable, explain the current connection's limitation and link to `https://www.formulagenius.co/data/bank-statement` without claiming processing occurred. File cleanup remains a web workflow. Do not invent uploaded-file contents or report totals/matches from data you have not received. Stop on auth/quota failures; sharing requires an explicit user request.
+This formula workflow cannot read the web app's browser-local CSV/PDF files or reconcile imported transactions. If the user attaches two .xlsx or CSV files, say that this connection cannot read two files together yet, offer a comparison formula built from the columns they describe, and link to `https://www.formulagenius.co/reconcile` for a row-by-row file comparison. For statement-to-Excel requests, use the `statement-to-excel` skill when the connected server exposes `open_statement_converter`; that separate beta requires explicit AI consent and individual review in its widget. If the tool is unavailable, explain the current connection's limitation and link to `https://www.formulagenius.co/data/bank-statement` without claiming processing occurred. File cleanup remains a web workflow. Do not invent uploaded-file contents or report totals/matches from data you have not received. Stop on auth/quota failures; sharing requires an explicit user request.

Full technical diff · 2 changed fields

changed `/description`

BEFORE

"Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files."

AFTER

"Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel)."

changed `/skill_md_contents`

BEFORE

"---\nname: reconcile-tables-with-formula\ndescription: \"Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files.\"\n---\n\nClarify only the details needed to design the formula: application/version, source ranges, key columns, compared value, duplicate handling, and desired output. Distinguish missing keys, duplicate keys, and value differences; avoid assuming every key is unique. For amounts, ask about rounding or tolerance only if it affects the requested comparison.\n\nCall `generate_formula` with the chosen spreadsheet and a request describing the discrepancy to find. Put the two schemas, key rules, output location, locale, and small non-sensitive examples in `context`. Show the proposed formula, placement, and assumptions. If requested, use `validate_formula` for supported simulation and report the actual coverage.\n\nThis formula workflow cannot read the web app's browser-local CSV/PDF files or reconcile imported transactions. For statement-to-Excel requests, use the `statement-to-excel` skill when the connected server exposes `open_statement_converter`; that separate beta requires explicit AI consent and individual review in its widget. If the tool is unavailable, explain the current connection's limitation and link to `https://www.formulagenius.co/data/bank-statement` without claiming processing occurred. File cleanup remains a web workflow. Do not invent uploaded-file contents or report totals/matches from data you have not received. Stop on auth/quota failures; sharing requires an explicit user request.\n"

AFTER

"---\nname: reconcile-tables-with-formula\ndescription: \"Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel).\"\n---\n\nClarify only the details needed to design the formula: application/version, source ranges, key columns, compared value, duplicate handling, and desired output. Distinguish missing keys, duplicate keys, and value differences; avoid assuming every key is unique. For amounts, ask about rounding or tolerance only if it affects the requested comparison.\n\nCall `generate_formula` with the chosen spreadsheet and a request describing the discrepancy to find. Put the two schemas, key rules, output location, locale, and small non-sensitive examples in `context`. Show the proposed formula, placement, and assumptions. If requested, use `validate_formula` for supported simulation and report the actual coverage.\n\nThis formula workflow cannot read the web app's browser-local CSV/PDF files or reconcile imported transactions. If the user attaches two .xlsx or CSV files, say that this connection cannot read two files together yet, offer a comparison formula built from the columns they describe, and link to `https://www.formulagenius.co/reconcile` for a row-by-row file comparison. For statement-to-Excel requests, use the `statement-to-excel` skill when the connected server exposes `open_statement_converter`; that separate beta requires explicit AI consent and individual review in its widget. If the tool is unavailable, explain the current connection's limitation and link to `https://www.formulagenius.co/data/bank-statement` without claiming processing occurred. File cleanup remains a web workflow. Do not invent uploaded-file contents or report totals/matches from data you have not received. Stop on auth/quota failures; sharing requires an explicit user request.\n"

Full snapshot data

{
"description": "Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel).",
"included_files": [
{
"relative_path": "agents/openai.yaml",
"size_in_bytes": 222
}
],
"name": "reconcile-tables-with-formula",
"skill_md_contents": "---\nname: reconcile-tables-with-formula\ndescription: \"Design a spreadsheet formula to compare two user-described tables by a key and identify missing, duplicate, or mismatched values. This skill does not import files. Do not use for a single lookup (lookup-and-match-formulas) or a bank statement balance check (statement-to-excel).\"\n---\n\nClarify only the details needed to design the formula: application/version, source ranges, key columns, compared value, duplicate handling, and desired output. Distinguish missing keys, duplicate keys, and value differences; avoid assuming every key is unique. For amounts, ask about rounding or tolerance only if it affects the requested comparison.\n\nCall `generate_formula` with the chosen spreadsheet and a request describing the discrepancy to find. Put the two schemas, key rules, output location, locale, and small non-sensitive examples in `context`. Show the proposed formula, placement, and assumptions. If requested, use `validate_formula` for supported simulation and report the actual coverage.\n\nThis formula workflow cannot read the web app's browser-local CSV/PDF files or reconcile imported transactions. If the user attaches two .xlsx or CSV files, say that this connection cannot read two files together yet, offer a comparison formula built from the columns they describe, and link to `https://www.formulagenius.co/reconcile` for a row-by-row file comparison. For statement-to-Excel requests, use the `statement-to-excel` skill when the connected server exposes `open_statement_converter`; that separate beta requires explicit AI consent and individual review in its widget. If the tool is unavailable, explain the current connection's limitation and link to `https://www.formulagenius.co/data/bank-statement` without claiming processing occurred. File cleanup remains a web workflow. Do not invent uploaded-file contents or report totals/matches from data you have not received. Stop on auth/quota failures; sharing requires an explicit user request.\n"
}

SHA-256 of public snapshot: ef952d9214e20f617b1e5ff91266ea3efe50969ef3dc86670a0f5b2de9ffd2d6

Update to Formula Genius

Instructions updated for reconcile-tables-with-formula

Full description

Skill instructions

Compare saved observations

SKILL.md text changes

changed /description

changed /skill_md_contents

changed `/description`

changed `/skill_md_contents`