How to use the Spreadsheet Analysis tool in Chatbot to analyze CSV and Excel files within chat.
The Spreadsheet Analysis tool lets the chatbot parse, clean, and analyze CSV and Excel files directly within chat — turning raw data into structured insights without leaving the conversation.
When Spreadsheet Analysis is enabled and a file is attached, the model reads the data structure, identifies patterns, and performs analysis based on your prompt. This goes beyond simply reading the file — it actively processes the data and returns structured, actionable output.
Common use cases:
Sales and revenue report analysis
Financial summaries and KPI tracking
Survey data aggregation and interpretation
Forecasting and trend identification
Data cleaning and deduplication
Toggle Spreadsheet Analysis on in the Toolkit panel and attach your CSV or Excel file. Describe what you need in your prompt.
Example prompt:
Analyze this sales report, identify the top 5 performing
regions by revenue, and flag any months with negative growth.Ensure your spreadsheet has clear column headers and consistent data formatting before uploading. Messy or merged cells may affect analysis accuracy.
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