Skip to main content
All Collections📤 Import & ExportImport
Import CSV Spreadsheets
Import CSV Spreadsheets

Import CSV spreadsheets into Taskade.

Updated this week

Convert CSV with AI to New Project (directly)

  • Click the ➕ Create new button in your workspace / folder (top-right corner).
    ​

  • Choose Import from the drop-down menu.

  • Click Convert Spreadsheet with AI.

  • Drag your file into the pop-up menu or click to select files.
    ​

  • Click ➕Create Project to create a new project.

Add CSV as AI Agent Knowledge

  1. Go to the Knowledge tab of your agent.
    ​

    • (method 1) Add sources
      ​

      • Click the ADD SOURCES box to choose CSV files from your device, or
        ​

      • Drag & drop documents from your desktop into the box.
        ​

    • (method 2) Add Media
      ​

      • Click the 📄 Add Media button.
        ​

      • Choose from the CSV files already uploaded to your projects.
        ​

  2. Once you're done adding knowledge, click Update to save the changes.

💡 Note: Visit Agent Knowledge & Data to learn more.

Add CSV as New Project Context

  1. Click the ➕ Create new button in your workspace / folder (top-right corner).
    ​

  2. Choose AI Project from the drop-down list.
    ​

  3. Describe your project or use one of the templates.
    ​

  4. Click ➕ Add source and upload your .csv files.
    ​

  5. Click or press ⌨️ Enter to generate the project.

💡 Note: Visit AI Project Studio to learn more.

😊 Helpful Links

Related Articles
Convert Spreadsheet with AI
Import from Markdown
Import from Trello
Import from Dynalist
Import from Asana
Did this answer your question?