Data & Analytics

Excel & CSV Files Integration

Ingest Excel spreadsheets (.xlsx, .xls) and CSV datasets into agent context and sync structured customer rows via Directory Sync.

What You Can Do

Spreadsheet and CSV file parsing in chat & Volt turns

Automated tabular data extraction & schema inference

Directory Sync table prefill and customer mapping

Export agent outputs directly into formatted Excel sheets

Analyze uploaded financial or operational spreadsheets

Sync customer rows from CSV into Directory Sync

Automate weekly tabular reporting

Choose the Excel & CSV Files actions the agent can use

Configure scoped credentials and access controls

Test the integration and inspect the resulting trace