Skip to content

Add excel-query template#37

Open
MicaPerdomo wants to merge 1 commit intocogsol:mainfrom
MicaPerdomo:template-excel-query
Open

Add excel-query template#37
MicaPerdomo wants to merge 1 commit intocogsol:mainfrom
MicaPerdomo:template-excel-query

Conversation

@MicaPerdomo
Copy link

Summary

  • Template for building an agent that reads Excel files attached to the conversation
  • Script tool uses MessageAttachment to load the file and openpyxl to parse .xlsx content
  • Returns data as a Markdown table so the agent can reason over it
  • Supports optional sheet and cell_range parameters

Test plan

  • Run migrate to deploy
  • Upload an .xlsx file in the platform chat and verify the agent reads it
  • Verify CI checks pass

Copy link
Contributor

@luciabouza luciabouza left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Perhaps the interesting part of the use case is that the model could perform a query, for example, and we could read the results with something like Pandas, and have the tool return only the information that is needed. While the tool in this example works and reads an Excel file, this approach is not very scalable if the Excel file is very large.

What would be interesting is to find an example where specific information can be extracted instead of returning the entire Excel file to the language model.

@MicaPerdomo MicaPerdomo force-pushed the template-excel-query branch 4 times, most recently from 29fd7a0 to e51bd9a Compare March 11, 2026 15:52
@luciabouza
Copy link
Contributor

Hi Mica! I tested this template but is not taking the attachments correctly

@MicaPerdomo MicaPerdomo force-pushed the template-excel-query branch from e51bd9a to a364644 Compare March 13, 2026 16:19
@MicaPerdomo MicaPerdomo force-pushed the template-excel-query branch from a364644 to b82219c Compare March 13, 2026 16:32
@virginia-delos virginia-delos self-requested a review March 16, 2026 13:33
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants