Spreadsheet module

The Spreadsheet module gives agents access to structured rows, columns, business rules, and custom workflow records.

#Use cases

Use Spreadsheet when the workflow does not fit CRM, tickets, scheduling, or orders.

Examples:

• Account tiers.
• Renewal dates.
• Internal request trackers.
• Vendor records.
• Approval rows.
• Custom onboarding checklists.
• Operational status tables.

#What agents can do

Depending on configuration, agents can:

• Read rows.
• Update approved fields.
• Add notes.
• Record status changes.
• Trigger workflow handoffs.

#Set up Spreadsheet

1. Go to Modules.
2. Add a Spreadsheet module.
3. Define columns and expected data.
4. Open the agent.
5. Enable the module under Agent Settings → Modules.
6. Test read and write behavior in Playground.

#Safety guidelines

Because spreadsheets can model many workflows, be explicit.

Add instructions for:

• Which fields the agent may update.
• Which fields are read-only.
• Which changes require human approval.
• What to do when a row cannot be found.
• How to summarize updates to the user.

#Related guides

• Modules overview
• AI operations assistant
• Testing, sessions, and traces