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 multiple project views. No manual data entry.

TL;DR: Upload a .csv file to turn rows and columns into a structured Taskade project. The converter creates tasks, sections, and all project views without manual data entry. Review the imported structure, then use custom agents to analyze or update the project.

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 project views (List, Board, Table, and more) 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 was not 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