Blast Audit helps audit teams turn source documents into usable output in Excel. The add-in is for document work. The dashboard is for workspace administration. You may still see Copilot Audit in a few older labels.
Who this is for
New users who want the fastest possible product overview
Team leads deciding where work should happen
Admins setting up a workspace
Before you begin
Blast Audit has two main surfaces: the Excel add-in and the web dashboard
Standard users may have add-in access without full dashboard access
How to do it
Open the Excel add-in. Core workflow areas are
Documents,Match,Version Comparison, andForm Extraction.In
Documents, you import files, wait for OCR, open the viewer, and createText Snip,Sum Snip, orTable Snip.In
Match, you select an Excel range, choose documents, map output columns, and runDocument Matching.If enabled for your workspace, you may also see
Agent.Open the dashboard if you are an admin or owner. Main areas include
Usage,Users,Integrations,Billing,Exports,Form Extraction, andDocument Matching.
Expected result
Evidence work happens in Excel through the add-in
Admin work happens in the dashboard
The same workspace email is used in both places
Avoid this
Looking for billing or user management inside the add-in
Treating Blast Audit like a generic chatbot instead of an audit workflow product
If it still doesn't work
Use this rule: evidence in Excel, admin in the dashboard
If the UI says
Copilot Audit, keep going; you are in the right product
Read next
Install and Open the Excel Add-in
Upload First Documents
Run First Document Matching
Complete Dashboard Onboarding