From spreadsheet to dashboard in 60 seconds
How the agent transforms raw Excel data into interactive workspace dashboards with charts and filters.
The spreadsheet bottleneck
Every organization has them — Excel files with thousands of rows of critical data. Sales figures, survey responses, inventory records, financial reports. The data is there, but turning it into something visual and shareable takes hours of manual work.
Copy the data into a charting tool. Format the axes. Add labels. Export as PDF. Email to stakeholders. Repeat when the data changes next month.
The 60-second workflow
With AI.RESEARCH.MY, the process is dramatically different. Send your Excel file via instant message. Tell the agent what you want to see. Wait approximately 60 seconds.
The agent reads your spreadsheet using the SheetJS parser, identifies column headers, data types, and relationships. It then writes a complete HTML/JavaScript dashboard to your workspace — with Chart.js visualizations, sortable data tables, and filter controls.
The dashboard is immediately accessible via browser at your workspace URL. Share the link with anyone who has workspace access.
What the agent builds
A typical dashboard includes: a summary statistics panel showing totals, averages, and counts; one or more charts (bar, line, pie, or scatter) based on your data relationships; a searchable, sortable data table with the complete dataset; and filter dropdowns for categorical columns.
The agent chooses chart types based on your data structure and your request. It handles date parsing, number formatting, and responsive layout automatically. The output uses the Data Bridge API, so the dashboard can pull live data from your project database on each page load.
“The fastest path from data to insight is the one with the fewest steps.”
Templates and customization
For common visualization patterns, the agent draws from pre-built templates — dashboard layouts, data tables, chart configurations, and printable reports. These templates are starting points that the agent customizes based on your specific data and requirements.
You can iterate on the output through conversation. “Add a date filter.” “Change the bar chart to show percentages.” “Add a download button for CSV export.” Each instruction produces an updated version in your workspace.
