Spreadsheet and CSV Insight Q&A

How does it work?

Spreadsheet and CSV Insight Q&A turns complex data questions into instant answers. Ask questions like:

• What's the month-over-month trend in this sales data?
• Which products had the highest return rate last quarter?
• Are there any outliers in this expense report?
• Show me the correlation between ad spend and conversions.
• What percentage of orders shipped late in March?
• Summarize the top 10 accounts by revenue.
• Flag any duplicate entries or missing values in this dataset.
• Compare Q1 vs Q2 performance across all regions.

The Agent handles the formulas, filtering, and analysis—so you get answers and insights without manual spreadsheet work.

Who uses Spreadsheet and CSV Insight Q&A?

Spreadsheet and CSV Insight Q&A is built for anyone who needs to extract answers from tabular data without becoming a spreadsheet expert:

• Operations teams tracking KPIs, inventory levels, or process metrics across reports
• Finance analysts validating numbers, spotting discrepancies, and summarizing trends
• Sales and RevOps analyzing pipeline exports, quota attainment, or territory performance
• Marketing teams reviewing campaign data, lead lists, or attribution reports
• Project managers parsing resource allocations, timelines, or status exports

It's especially useful when you inherit a spreadsheet from someone else, need to audit data quickly, or want to validate a hypothesis without building formulas from scratch.

How does Spreadsheet and CSV Insight Q&A use your Knowledge Base?

Spreadsheet and CSV Insight Q&A works with files you upload directly—Excel spreadsheets or CSV exports from any system—and can also pull context from your connected Knowledge Base sources like Google Drive, SharePoint, OneDrive, or Box.

When you ask a question, the Agent:

• Interprets your plain-language query and determines the right calculations to run
• Scans rows and columns to identify relevant data points, trends, and outliers
• Cross-references against related documents in your Knowledge Base when additional context helps
• Returns clear explanations of what it found, along with charts or summaries when useful

Because Cassidy's Knowledge Base syncs continuously, you can also ask follow-up questions that combine spreadsheet data with context from connected docs, wikis, or reports.