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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<meta name="viewport" content="width=device-width, initial-scale=1" />
<title>Usable Excel — Certification Testing Notes</title>
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<body>
<h1>Usable Excel — Certification Testing Notes</h1>
<div class="subtitle">
Product: Usable Excel | Version: 1.0.1.3 |
Manifest: https://flowcore-io.github.io/usable-excel/manifest.prod.xml
</div>
<h2>1. Authentication</h2>
<p>The add-in requires a Usable account to function.</p>
<ul>
<li>Accounts are <strong>free</strong> — sign up at <strong>https://usable.dev</strong></li>
<li>No credit card or purchase required at any point</li>
<li>After signing up, click <strong>Sign in</strong> in the task pane and complete the OAuth login flow</li>
<li>The add-in uses Keycloak PKCE OAuth via the Office Dialog API (standard Office Add-In pattern)</li>
</ul>
<h2>2. Installing the add-in for testing</h2>
<p><strong>Option A — Via AppSource (once published):</strong></p>
<p>Open Excel → Insert → Add-ins → search "Usable Excel"</p>
<p><strong>Option B — Sideload the manifest directly:</strong></p>
<ol>
<li>Download: <code>https://flowcore-io.github.io/usable-excel/manifest.prod.xml</code></li>
<li><strong>Excel on the web:</strong> Insert → Add-ins → Upload My Add-in → paste the URL or upload the file</li>
<li><strong>Excel on Windows/Mac:</strong> Insert → Add-ins → My Add-ins → Upload My Add-in</li>
</ol>
<h2>3. Opening the add-in</h2>
<p>Once installed:</p>
<ol>
<li>Go to the <strong>Home</strong> ribbon tab</li>
<li>Click <strong>Usable Chat</strong> in the Usable group</li>
<li>The task pane opens and loads the Usable Chat interface</li>
<li>Sign in with a free Usable account if prompted</li>
</ol>
<h2>4. Test scenarios</h2>
<table>
<thead>
<tr>
<th>Scenario</th>
<th>What to type in the chat</th>
<th>Expected result</th>
</tr>
</thead>
<tbody>
<tr>
<td>Read workbook</td>
<td>"What sheets are in this workbook?"</td>
<td>AI lists the sheet names</td>
</tr>
<tr>
<td>Read cells</td>
<td>"What's in cell A1?"</td>
<td>AI reads and describes the value</td>
</tr>
<tr>
<td>Write to a cell</td>
<td>"Write 'Hello World' in cell A1"</td>
<td>Cell A1 contains Hello World</td>
</tr>
<tr>
<td>Format cells</td>
<td>"Make A1 bold and blue"</td>
<td>Cell A1 is bold with blue text</td>
</tr>
<tr>
<td>Create a sheet</td>
<td>"Add a new sheet called Summary"</td>
<td>New sheet appears in the workbook</td>
</tr>
<tr>
<td>Sort data</td>
<td>"Sort column A ascending"</td>
<td>Column A sorted A→Z</td>
</tr>
<tr>
<td>Apply formula</td>
<td>"Put =SUM(A1:A10) in cell B1"</td>
<td>Formula applied to B1</td>
</tr>
<tr>
<td>Create a chart</td>
<td>"Create a bar chart from A1:B5"</td>
<td>Chart inserted in the sheet</td>
</tr>
</tbody>
</table>
<h2>5. Notes for reviewers</h2>
<ul>
<li>The add-in connects to <code>https://chat.usable.dev</code> (declared in AppDomains in the manifest)</li>
<li>All AI processing is handled by the Usable service at <code>https://api.usable.dev</code></li>
<li>Authentication is handled by Keycloak at <code>https://auth.flowcore.io</code></li>
<li>The add-in has <code>ReadWriteDocument</code> permissions — required to read and write spreadsheet data</li>
<li>No spreadsheet data is sent to or stored on Usable servers. An optional chat history is stored locally in the browser's IndexedDB on the user's device and never leaves it; the user can delete it at any time from the in-app history panel</li>
</ul>
<div class="note">
For any questions during review, please contact us at <strong>https://usable.dev/contact.html</strong>
</div>
<div class="footer">
Usable Excel · https://usable.dev · Certification notes for Microsoft AppSource review
</div>
</body>
</html>