Convert Spreadsheet with AI

Turn a CSV Into a Working Project

The Spreadsheet Converter turns any .csv file into a structured Taskade project in seconds. Upload the file, the AI parses columns, rows, and relationships, and you get a live project with tasks, sections, and 9 project views. No manual data entry.

TL;DR: Drop a CSV in. Get a working project out, tasks, sections, and 9 views (List, Board, Table, Mind Map, Docs, Gantt Chart, Calendar, Actionsheet, Org Chart). Pair with a custom agent to summarize, prioritize, or extend the data.

Here is what the converter does to a plain contact list:

  contacts.csv                Taskade project
  ┌──────┬───────┐            ┌─ 📇 Contacts ─────────┐
  │ Name │ Email │            │ ☐ Ada Lovelace         │
  │ Ada  │ a@... │    ──►     │ ☐ Alan Turing          │
  │ Alan │ t@... │            │ ☐ Grace Hopper         │
  └──────┴───────┘            │  List · Board · Table  │
                              └────────────────────────┘

How to Convert a Spreadsheet

1. Click the ➕ New project button in your workspace or folder.
2. Choose Import and then Convert Spreadsheet with AI.
3. Drag your .csv file into the pop-up menu or click to select files.
4. Click ➕ Create Project to generate the project from your data.

💡 Tip: The converter works best with structured data. Make sure your CSV has clear column headers.

What Happens After Conversion

• Each row becomes a task or subtask in your new project.
• Column headers are used as task properties or section labels.
• You can switch between any of the 9 project views (List, Board, Table, etc.) to visualize the imported data.
• The original CSV structure is preserved, so you can always re-export or modify the project.

Supported Formats

Tips

• Clean up your CSV before importing: remove empty rows and ensure consistent column naming.
• After conversion, use Custom Fields to add metadata that wasn't in the original spreadsheet.
• Combine with AI Agents to analyze or summarize the imported data.
• For very large spreadsheets, split the CSV into smaller files (under 5,000 rows each) for more accurate conversion results.

Common Use Cases

Mini FAQ

How big a CSV can I import? Best results under 5,000 rows. Split larger files.

What about Excel? Use AI Import for .xlsx, or export Sheets/Excel as CSV first.

Can an agent run on the imported data? Yes, combine with custom agents to summarize, prioritize, or transform the rows.

Related guides

• AI Import & Document Conversion
• Project Views
• Custom Fields
• Bulk AI Commands: Run AI on many rows at once
• Custom AI Agents: Add an agent to your imported data