Excel Agent

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AI-powered agent that reads, analyzes, manipulates, and generates Excel spreadsheets via natural language. Built with Claude and ExcelJS.

What it does

Give the agent a natural language instruction and (optionally) an Excel or CSV file, and it will:

• Read & analyze spreadsheets — summarize data, compute statistics, filter/sort rows
• Create new files — invoices, reports, dashboards, timesheets from templates or scratch
• Modify existing files — write cells, add sheets, apply formatting, insert formulas
• Multi-file operations — merge or join data across multiple spreadsheets
• Chart data preparation — set up data sheets ready for charting in Excel

Input

Output

Key-Value Store

Dataset

Each run pushes a summary record:

{
"instruction":"Summarize the sales data",
"text":"The spreadsheet contains 150 rows of sales data...",
"toolsUsed":["read_file","read_cells","analyze_data"],
"turnCount":3,
"outputFiles":["output.xlsx"],
"completedAt":"2025-01-15T10:30:00.000Z"
}

Example use cases

1. Data analysis: "Read sales.xlsx and give me a summary of revenue by region"
2. File creation: "Create an invoice template with fields for company, items, and totals"
3. Data transformation: "Filter the employee list to only show people in Engineering, then sort by start date"
4. Multi-file merge: "Merge Q1.xlsx, Q2.xlsx, Q3.xlsx, and Q4.xlsx into a single annual report"
5. Formatting: "Bold the headers, add borders to all cells, and format column C as currency"

Pricing

This Actor uses your own Anthropic API key. You pay for:

• Apify platform compute (based on memory and run time)
• Anthropic API usage (based on tokens consumed by Claude)

Limitations

• The chart tool creates data sheets optimized for charting, not embedded chart objects. You'll need to create the visual chart in Excel after downloading the output file.
• Maximum file size depends on the memory allocated to the Actor run.
• Complex multi-step tasks may require increasing maxTurns above the default of 10.