Import CSV
๐ก Note: Visit Convert to Taskade & Summarize with AI to learn more.
- Click the โ Create new button in your workspace/folder.
- Choose Import from the drop-down menu.
- Click Or import from to see the available import options.
- Drag your CSV file into the box or click Browse Files to upload.
- Click Import to finish the process.
- Taskade will open a new project set to the Table view.
Add CSV as AI Agent Knowledge
๐ก Note: Visit Agent Knowledge & Data to learn more.
- Go to workspace/folder.
- Navigate to the AI Agents tab.
- Select the agent you want to fine-tune using your file.
- Click the arrow next to the name of the agent.
- Click Edit agent.
Select the Knowledge tab from the menu on the left.
Use the toggle to enable agent knowledge.
- Drag your files into the box or click to upload.
- Click Add Media to add attachments from your folders/workspace.
Use CSV as Project Context
๐ก Note: Visit AI Project Studio to learn more.
- Go to your workspace/ folder.
- Click โ Create new (top-right corner).
- Choose AI Project from the drop-down list.
- Describe the project you want to generate, or use one of the templates.
- Click ๐ Upload Files and upload your .csv files.
- Click โค or press โจ๏ธ Enter to generate the project.
๐ก Tip: Imported content becomes part of your Workspace DNA โ your AI agents can learn from it and your automations can act on it.