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Documentation Index

Fetch the complete documentation index at: https://docs.doe.so/llms.txt

Use this file to discover all available pages before exploring further.

Doe can work with spreadsheets as live workbooks, not just uploaded files. Cloud agents can read targeted ranges, create new sheets, write formulas, batch edits, format cells, create charts, validate calculations, export files, and sync changes back to Google Sheets.

How to Start

Starting pointWhat to do
Existing Excel or CSVUpload the file in chat or the Library, then mention it with @
Google SheetsConnect Google Sheets, mention the file, and ask Doe to import or sync
New workbookAsk Doe to create a spreadsheet from a prompt, dataset, or analysis
Messy dataUpload the source file and ask Doe to clean, normalize, and validate it
Examples:
Create a Q1 pipeline forecast workbook with assumptions, formulas, charts, and a summary sheet.
Clean @export.csv, remove duplicate accounts, standardize dates, and create a pivot-style summary by owner.
Import @Board Metrics from Google Sheets, add variance formulas, format it for review, and sync the changes back.

What Agents Can Do

CapabilityDetails
ReadInspect workbook structure, sheet names, headers, ranges, values, formulas, and formatting
WriteUpdate cells, formulas, cross-sheet references, and typed values
Batch editApply many range edits atomically instead of one cell at a time
FormatSet number formats, fonts, colors, alignment, borders, freezes, widths, and heights
Create chartsAdd column, bar, line, pie, area, and scatter charts
AggregateCalculate sums, averages, counts, medians, variance, standard deviation, min, and max
ValidateCheck formulas and cross-check calculations before finalizing
ExportSave CSV or XLSX outputs for download and sharing
SyncImport Google Sheets as editable workbooks and push local changes back

Preview and Editing

Spreadsheet outputs open in the preview pane. From there you can:
  • Review values, formulas, formatting, and charts
  • Rename the workbook
  • Save changes
  • Undo and redo
  • Export CSV or XLSX
  • See Google Sheets sync status
  • Open the original Google Sheet when available
Doe can also refresh spreadsheet previews as agents finish work, so you can watch a workbook update during a run.

Google Sheets Sync

Google Sheets workflows use a local editable copy.
  1. Doe imports the Google Sheet into a workbook preview.
  2. Agents edit the local workbook with spreadsheet features.
  3. Doe shows pending changes and sync status.
  4. You can sync changes back to the original Google Sheet.
Use a dry-run or review step for important sheets:
Before syncing, summarize every formula and formatting change you plan to push back to Google Sheets.

Analysis Workflows

Spreadsheets can combine with code sandboxes and connected data sources.
Use the revenue database to analyze customer revenue, check for outliers, and create a formatted workbook with charts.
Search all uploaded CSVs for churn metrics, merge them, and produce a single cleaned spreadsheet.
Build an investment-banking style model with assumptions, formulas, summary outputs, and audit-ready formatting.

High-Leverage Workbook Examples

WorkbookPrompt
Financial modelBuild a 3-statement model from this filing. Link statements, add 5-year projections, and include sensitivity tables.
Deal analysisCreate an LBO model for a $500M software acquisition with sources and uses, debt schedule, IRR sensitivity, and returns waterfall.
Prospecting listBuild a prospect list of 100 CFOs at Series B+ SaaS companies with company, title, source, personalization angle, and priority score.
Public compsCreate a public comparables table for 15 enterprise software companies with growth, margins, valuation multiples, and source links.
Retention cohortsBuild retention cohorts by signup source, calculate LTV by channel, chart the trends, and explain the drivers.

Best Practices

  • Tell Doe whether you want formulas or pasted values.
  • Name the sheets you expect in the output.
  • Ask for validation when numbers matter.
  • Ask Doe to preserve the original file and save edits as a new workbook when you need a clean audit trail.
  • For Google Sheets, ask Doe to explain pending changes before syncing back.

Finance Playbook

Deploy agents for metrics, models, reports, and operating reviews

Working with Files

Upload and manage spreadsheet files

Research and Code Sandboxes

Analyze data and generate spreadsheet artifacts

Sharing

Share completed workbooks with reviewers