Spreadsheets

Doe can work with spreadsheets as live workbooks, not just uploaded files. 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 point	What to do
Existing Excel or CSV	Upload the file in chat or the Library, then mention it with `@`
Google Sheets	Connect Google Sheets, mention the file, and ask Doe to import or sync
New workbook	Ask Doe to create a spreadsheet from a prompt, dataset, or analysis
Messy data	Upload 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

Capability	Details
Read	Inspect workbook structure, sheet names, headers, ranges, values, formulas, and formatting
Write	Update cells, formulas, cross-sheet references, and typed values
Batch edit	Apply many range edits atomically instead of one cell at a time
Format	Set number formats, fonts, colors, alignment, borders, freezes, widths, and heights
Create charts	Add column, bar, line, pie, area, and scatter charts
Aggregate	Calculate sums, averages, counts, medians, variance, standard deviation, min, and max
Validate	Check formulas and cross-check calculations before finalizing
Export	Save CSV or XLSX outputs for download and sharing
Sync	Import 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
Edit cells directly with familiar Excel-style shortcuts
Rename the workbook
Save changes (with autosave)
Undo and redo
Export CSV or XLSX
See Google Sheets sync status
Open the original Google Sheet when available
Pop the workbook out into its own window

While an agent is editing, the preview shows its presence live so you can watch the workbook update during a run. If you and the agent edit the same cells, Doe surfaces the conflict so you can resolve it instead of silently overwriting either side.

Google Sheets Sync

Google Sheets work uses a local editable copy.

Doe imports the Google Sheet into a workbook preview, or creates a new Google Sheet and imports it.
Agents edit the local workbook with spreadsheet features.
Doe shows pending changes and sync status.
You can sync changes back to the original Google Sheet.

Sync pushes only the changes, so Apps Script, sharing permissions, comments, and version history on the original sheet are preserved. 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 Tasks

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

Workbook	Prompt
Financial model	`Build a 3-statement model from this filing. Link statements, add 5-year projections, and include sensitivity tables.`
Deal analysis	`Create an LBO model for a $500M software acquisition with sources and uses, debt schedule, IRR sensitivity, and returns waterfall.`
Prospecting list	`Build a prospect list of 100 CFOs at Series B+ SaaS companies with company, title, source, personalization angle, and priority score.`
Public comps	`Create a public comparables table for 15 enterprise software companies with growth, margins, valuation multiples, and source links.`
Retention cohorts	`Build 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

Getting Started

Task Playbooks

Using Doe

Administration

Spreadsheets

How to Start

What Agents Can Do

Preview and Editing

Google Sheets Sync

Analysis Tasks

High-Leverage Workbook Examples

Best Practices

Finance Playbook

Working with Files

Research and Code Sandboxes

Sharing

​How to Start

​What Agents Can Do

​Preview and Editing

​Google Sheets Sync

​Analysis Tasks

​High-Leverage Workbook Examples

​Best Practices

Finance Playbook

Working with Files

Research and Code Sandboxes

Sharing

How to Start

What Agents Can Do

Preview and Editing

Google Sheets Sync

Analysis Tasks

High-Leverage Workbook Examples

Best Practices