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coze-Case2

Case Study Two: Excel/CSV Q&A Assistant​

Background​

In daily use of Excel/CSV for data queries, it is necessary to memorize various complex functions (such as VLOOKUP, HLOOKUP, INDEX+MATCH, etc.). We can create an agent where users only need to upload Excel/CSV tables and converse with the agent to easily query the required data.

Development Steps​

  1. Create the Agent
  2. Add plugins to your agent's skills
  3. Set variables
  4. Start Q&A

1. Create the Agent​

2. Add plugins to your agent's skills​

  • In the agent's plugin addition, search for: Excel query, and add the add_Excel_or_CSV and question_to_answer plugins.
Add Plugin

3. Set Variables​

  • Variable name: datasource_id
  • Default value: No need to fill in
  • Description: The ID value returned after uploading Excel via add_data
Set Variable

4. Upload and Q&A​

Q&A Result

Here is a Excel/CSV Q&A Assistant Agent that we have already created for your reference.