Excel Agent

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

Field	Type	Required	Description
instruction	string	Yes	Natural language instruction (e.g. "Summarize the sales data")
fileUrl	string	No	URL of an .xlsx or .csv file to process
additionalFileUrls	string[]	No	Extra file URLs for multi-file operations
outputFormat	string	No	Output format: xlsx (default), csv, or json
maxTurns	integer	No	Max agent reasoning turns (default: 10, max: 50)
anthropicApiKey	string	Yes	Your Anthropic API key (encrypted at rest)

Output

Key-Value Store

Key	Content Type	Description
OUTPUT	application/json	JSON with text (agent response), toolsUsed, turnCount
output.xlsx	application/vnd.openxmlformats-officedocument.spreadsheetml.sheet	Generated Excel file (if applicable)
output.csv	text/csv	Generated CSV file (if applicable)

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.