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Import CSV Spreadsheets
Import CSV Spreadsheets

Import CSV spreadsheets into Taskade.

Updated over a month ago

Convert CSV with AI to New Project (directly)

  • Click the ➕ Create new button in your workspace / folder (top-right corner).
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  • 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.
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  • Click ➕Create Project to create a new project.

Add CSV as AI Agent Knowledge

  1. Go to the Knowledge tab of your agent.
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    • (method 1) Add sources
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      • Click the ADD SOURCES box to choose CSV files from your device, or
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      • Drag & drop documents from your desktop into the box.
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    • (method 2) Add Media
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      • Click the 📄 Add Media button.
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      • Choose from the CSV files already uploaded to your projects.
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  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).
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  2. Choose AI Project from the drop-down list.
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  3. Describe your project or use one of the templates.
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  4. Click ➕ Add source and upload your .csv files.
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  5. Click or press ⌨️ Enter to generate the project.

💡 Note: Visit AI Project Studio to learn more.

😊 Helpful Links

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