How to Analyze Data with AI Agents (Google Sheets, CSV & More)

You have data in spreadsheets, CSVs, and databases. You need insights. But you don't have time to build pivot tables, write formulas, or learn SQL.

AI agents can analyze your data in plain English.

How It Works

With Assista, you can:

1. Upload a file or connect Google Sheets
2. Ask questions in plain English: "What were our top 5 products by revenue last quarter?"
3. Get answers — formatted tables, charts, and insights

The agent reads your data, writes the necessary analysis code, executes it in a secure sandbox, and returns the results.

What You Can Do

Ask Questions About Your Data

• "What's the trend in our monthly revenue?"
• "Which customers haven't ordered in 30 days?"
• "Compare Q1 vs Q2 sales by region"

Generate Reports

• "Create a weekly sales report from this Google Sheet"
• "Summarize the key metrics from this CSV"
• "Build a dashboard-style breakdown of our marketing spend"

Clean and Transform Data

• "Remove duplicates and standardize the email column"
• "Merge these two spreadsheets on the customer ID"
• "Convert all dates to YYYY-MM-DD format"

Create Visualizations

• "Plot monthly revenue as a line chart"
• "Create a bar chart of sales by category"
• "Show me a heatmap of support tickets by day and hour"

Example: Monthly Sales Analysis

You: "Analyze the attached sales CSV. Show me total revenue by month, top 10 customers, and any trends."

Your agent:

1. Reads the CSV file
2. Calculates monthly revenue totals
3. Identifies top customers by spending
4. Detects trends (growth rate, seasonality)
5. Returns a formatted report with numbers and insights

All in about 30 seconds.

Connecting Google Sheets

1. Go to Dashboard → Apps → Google Sheets → Connect
2. Authorize access to your sheets
3. Tell your agent: "Open my Sales Tracker spreadsheet and tell me this month's numbers"

Your agent can read, write, and update Google Sheets in real time.

Why Not Just Use ChatGPT?

ChatGPT can analyze data you paste in. But it can't:

• Connect to your Google Sheets live
• Execute code to process large datasets
• Remember context from past analyses
• Update your spreadsheets with results
• Work with your other tools (CRM, email, PM)

Assista's agents do all of this.

Get Started

Sign up at assista.dev, connect Google Sheets, upload a CSV, and ask your first question. 100 free energy — no credit card needed.