Sheet Agent

Spreadsheet operations agent for CSV and Excel files: inspect data, detect anomalies, answer business questions, generate reports, and preview edits safely.

One-Line Positioning

Transform natural language into spreadsheet comprehension, anomaly detection, business insights, and safe rewrite suggestions.

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When to Use

Activate this skill when the user mentions:

• Having AI read or inspect a spreadsheet for problems
• Querying data from CSV/Excel files
• Generating daily reports, weekly reports, or operations summaries
• Modifying a specific record in a spreadsheet (preview first, confirm second)
• Checking for empty values, duplicates, or anomalies in a spreadsheet

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Usage

/sheet "spreadsheet path" "natural language instruction"

Examples:

/sheet "~/Desktop/orders.csv" "Which orders haven't been followed up for more than 3 days?"
/sheet "~/Documents/inventory.xlsx" "Check if there are any negative inventory quantities"
/sheet "~/Desktop/orders.csv" "Generate last week's weekly report"
/sheet "~/Desktop/customers.csv" "Change the customer tier in row 8 to VIP"

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Core Features

1. Spreadsheet Reading & Comprehension

• Supports CSV and Excel (.xlsx) files
• Auto-recognizes column names and data types
• Infers business type (orders/inventory/leads/daily report)

2. Business Queries (Natural Language to Structured Results)

• "Orders not followed up for more than X days"
• "Orders with amount greater than Y"
• "Find all VIP customers"
• "Sum quantities by sales representative"

3. Anomaly Detection

• Empty values (missing data)
• Negative numbers (inventory/quantity columns)
• Duplicate IDs
• Date anomalies (future dates, inconsistent formats)
• Value anomalies (beyond reasonable ranges)

4. Daily / Weekly / Operations Summaries

• Auto-detects time range
• Generates structured summary:
  • Overall view (total count, sum, average)
  • Distribution stats (category percentages, top items)
  • Anomaly record list
  • Trend descriptions

5. Change Preview (Key Safety Mechanism)

All changes show a preview first — execute only after user confirmation.

User says "Change the amount in row 5 to 15000": -> The agent shows a preview and does NOT write yet -> If the user replies "confirm", execute the write -> If the user replies "cancel", do nothing

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Output Examples

Query Results

📊 Query Results: 12 leads have not been followed up for more than 3 days

| # | Name | Phone | Entry Date | Days Since |
|---|------|-------|------------|------------|
| 3 | Alex Wang | 138... | 2026-03-25 | 6 days |
| 7 | Leo Zhao | 139... | 2026-03-27 | 4 days |

Anomaly Detection

⚠️ Found 4 anomalies:

1. Row 15 [Bluetooth Earbuds]: Inventory = -5 (negative)
2. Row 28 [Phone Case]: Unit price is empty
3. Row 42 [Data Cable]: Inventory = 9999 (suspiciously large)
4. Row 55: Product name is duplicated

Weekly Report

📈 Operations Summary — Week 4, March 2026

[Overall View]
- Total orders: 156
- Total sales: ¥128,500
- Average order value: ¥823

[Top 5 Selling Items]
1. Bluetooth Earbuds - 45 units
2. Phone Case - 32 units
...

[Anomalous Orders]
- Refunds: 2 orders

Change Preview

📝 Proposed Change Preview:

File: customers.csv
Row: 8
Field: Customer Tier
Old value: Regular
New value: VIP

⚠️ Confirm execution? Reply "confirm" or "cancel"

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Safety Principles

1. Read-only by default: Any operation does not modify files by default
2. Write only on confirmation: Write operations require explicit user confirmation
3. Backup before write: Automatically back up original file to backup/ directory
4. Ask when uncertain: If column meaning is unclear, proactively ask the user instead of assuming

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Limitations

• Recommended maximum of 100,000 rows per operation
• Supports CSV and .xlsx formats
• Version 1 does not handle cross-spreadsheet joins