> ## 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. # Spreadsheets > Agents that build, edit, validate, chart, export, and sync workbooks 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: ```text theme={null} Create a Q1 pipeline forecast workbook with assumptions, formulas, charts, and a summary sheet. ``` ```text theme={null} Clean @export.csv, remove duplicate accounts, standardize dates, and create a pivot-style summary by owner. ``` ```text theme={null} 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. 1. Doe imports the Google Sheet into a workbook preview, or creates a new Google Sheet and imports it. 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. 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: ```text theme={null} 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. ```text theme={null} Use the revenue database to analyze customer revenue, check for outliers, and create a formatted workbook with charts. ``` ```text theme={null} Search all uploaded CSVs for churn metrics, merge them, and produce a single cleaned spreadsheet. ``` ```text theme={null} 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. Deploy agents for metrics, models, reports, and operating reviews Upload and manage spreadsheet files Analyze data and generate spreadsheet artifacts Share completed workbooks with reviewers