An Excel to chatbot tool lets people ask questions about a spreadsheet in plain words. Add the workbook to a Taskade custom agent as knowledge, ask something like "which product sold most in March?", and check the answer against the sheet. Then share the agent, so people who do not know the file get answers without filters or pivot tables.
Open a live quick apps chatbot.
Chat With Excel vs a Shared Spreadsheet Chatbot
| Need | Chat-with-Excel tool | Taskade spreadsheet chatbot |
|---|---|---|
| Who asks | You, while the file is open | Your team, from a link or a widget |
| Instructions | Typed in each chat | Saved once: which columns to use, how to round |
| Fresh data | Upload the new file each time | Connect a Taskade project, and answers follow edits |
| Sources | One file | Files, links, notes, and projects together |
How to Turn Excel Into a Chatbot
Step 1: Add the spreadsheet to an agent
Create a custom agent and add the spreadsheet in its Knowledge tab. File uploads need a paid plan. On Free, paste the rows as a text note instead.
Step 2: Write instructions and test
Tell the agent which columns hold the key numbers and to show the rows it used. Ask a few questions and check the answers against the sheet.
Step 3: Share the agent
Share the agent by link with the people who need the answers, or publish it as a widget on an internal page.
Questions to Ask Your Spreadsheet
- "What were total sales by region last month?"
- "Which products have fewer than 10 units in stock?"
- "What is the price and product code for item X?"
- "Which clients have no follow-up date?"
- "Summarize the three biggest changes since last quarter."
For exact totals on a big sheet, ask the agent to list the rows it used and spot-check the math. When people need the same numbers every week, build a dashboard with Excel to app instead.
When to Use It
- Sales data: managers ask about totals by region or month.
- Price lists: staff ask for a price or a product code during a call.
- Stock lists: the team asks what is low before they place an order.
Frequently Asked Questions
Are the answers always exact?
Check important numbers against the sheet. The agent reads the data you gave it, and a clean sheet with clear column names gives better answers.
Does the chatbot update when the spreadsheet changes?
An uploaded file stays as it was. Upload the new version, or keep the data in a Taskade project and connect the project as knowledge, so each answer reads the current rows.
Can I add the chatbot to a website?
Yes. Copy the widget snippet from the agent's Publish tab and paste it into the page. See the agent widget guide.
Can I chat with a CSV file too?
Yes. Use CSV to chatbot.
What are the Free plan limits?
On Free you get 1 agent, and it holds 1 knowledge item. Pro and up hold 50 knowledge items per agent. File uploads need a paid plan. Free starts with no AI credits, so earn credits with referrals and invites or buy a credit pack.
Related: agent data analyst bot, Excel to app, and spreadsheet to dashboard.