AI Spreadsheet Analysis Workflow
AI prompts & workflows · Done in 3 steps
- 1Describe your data
- 2
- 3
About
Analyse CSV or Excel data with ChatGPT, Claude or Gemini: profile, agree a cleaning plan, answer with visible code, chart the takeaways and verify a key number.
How to use it
- 1Describe the dataset, business question, definitions and audience.
- 2Upload the file and run the profiling prompt — correct any column misunderstandings.
- 3Approve the cleaning plan, then run the analysis and chart prompts.
- 4Reproduce the key number in a pivot table before sharing.
- You give
- Dataset description, business question, sample columns, definitions and audience.
- You get
- Prompts producing a data profile, a cleaning log, an analysis with code, takeaway charts and a verified summary.
- Good to know
- This tool doesn't run an AI model: it builds expert prompts from your inputs for you to use in ChatGPT, Claude or Gemini (free or paid plans). “Open in” links put the prompt in the link to chatgpt.com / claude.ai and only appear for prompts under 2,000 characters; Gemini has no prefill link, so we copy the prompt for you. Inputs and progress are saved in this browser only. AI output can be wrong — each step includes a check. Requires a model with a code/analysis tool for uploads (ChatGPT data analysis, Claude analysis tool, Gemini in Sheets).
- Privacy
- Processed on your device. Nothing is uploaded, stored or logged.
- Last tested
- 2026-10-28
FAQ
Is it safe to upload business data?
Check your plan's data controls first and anonymise: remove names, emails and IDs you don't need. Aggregated or sample data is often enough.
Why ask the model to show its code?
So you can see exactly which filters and calculations produced each number — and spot silent mistakes like dropped rows or wrong date parsing.
Is my information sent anywhere?
Not by this page. Your inputs are filled into the prompts in your browser and saved locally. Text only leaves your device when you click Open in ChatGPT/Claude (the prompt is in the link) or paste it into an AI app yourself — so follow your organisation's rules about what you share with AI tools.
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