Scout

Introduction

Scout is Daloopa’s AI model-building assistant, built into the Daloopa Excel Add-In. Describe what you want in plain language, and Scout builds it in your workbook using Daloopa data.

Every number Scout writes comes from Daloopa and includes a source hyperlink, so cells are auditable and can refresh with one click, like a retrofitted Daloopa model.

Scout is currently in beta.

What Scout can build

Scout is built for analyst workflows. It structures and formats output like an analyst would, rather than making generic spreadsheet edits.

Common uses include:

• Single-company models. Build an income statement, cash flow statement, revenue build, expense analysis, or full model for a ticker using Daloopa data.
• Multi-tab models. Build an operating model in one tab that links back to a separate Daloopa data tab.
• Industry and comps models. Build a multi-company comparison across tickers, metrics, segments, or KPIs.
• Research and Q&A. Ask questions about the data already in your workbook.

For industry and comps models, include layout instructions if you want a specific format. Scout can build multi-ticker outputs, but may choose its own layout unless you specify one.

Accessing Scout

If your plan includes Scout, open the Daloopa Excel Add-In and click Switch to Scout. If your plan does not include Scout, you may still see the Scout interface, but the prompt input will be disabled.

To add Scout to your plan, contact your Daloopa Customer Success Manager or Account Executive.

If you have not installed the Excel Add-In yet, see the Getting Started section. If your IT team manages deployment, share the Microsoft 365 administrators section of that article with them.

Scout and Classic mode

The Daloopa Excel Add-In has two modes:

• Scout builds new models and analyses with AI.
• Classic updates existing models when new disclosures are released.

You can switch modes from the home screen in either mode. Scout and Classic cannot run at the same time, so the switch button is disabled while Scout is building.

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Copy anything you need before switching modes

Scout does not currently autosave conversations, so your chat history will not carry over when you switch from Scout to Classic.

How Scout works

For complex requests, Scout works in two phases:

1. Plan. Scout reads your request and writes a short plan describing what it intends to build. You can review, edit, approve, or refine the plan before Scout writes to your workbook.
2. Act. Scout carries out the approved plan and writes the output to your workbook.

For simple requests, such as writing one value to one cell, Scout may skip the plan and act directly.

To undo Scout’s most recent action, use Revert.

Restated numbers

Scout does not return restated numbers by default. To use restated numbers, ask for them explicitly in your prompt.

Sessions and memory

Scout does not currently remember instructions across sessions. Each new session starts fresh, with no memory of earlier conversations.

Session persistence and saved prompts are planned. Until then, keep commonly used prompts in a separate notes document and paste them into Scout at the start of a session.