AI Data Analyst Agent and Visualization Agent for Large Spreadsheets

Last edited 39 days ago

Purpose of workflow:

This workflow transforms spreadsheet data into an interactive, AI-powered knowledge base that enables users to gain deep insights through natural language queries, searchability, and comparative analysis.

How it works:

  1. Data Storage & Integration:
  • Spreadsheet data is imported into a no-code database (NocoDB)
  • System connects with an AI data analyst agent
  • Agent accesses table metadata and column information
  1. Query Processing:
  • Users input natural language questions
  • AI agent interprets queries and converts them to database filters
  • System retrieves relevant data using filter formulas
  • AI synthesizes responses with analysis and insights
  1. Advanced Capabilities:
  • Performs comparative analysis across multiple data points
  • Handles complex multi-part queries
  1. Automatically creates visualizations:
  • Visualization AI Agent figures out the data and the chart type and generates professional visualization using Quickchart

Step by step setup:

  1. Create account on nocodb.com
  2. Create table by importing csv, copy table id
  3. Create API token https://app.nocodb.com/#/account/tokens
  4. In workflow, settings node, update with table id
  5. In NocoDB tool node, setup authentication with API token created in step 3
  6. Specify the workspace and base fields after connecting to NocoDB

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