--- schema_version: "1" id: 09ea691625c405f93c30abead517179e9156b2acd2082d734df0a982f6e0130c title: Tabular Data Tasks with the Excel Agent (Beta) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_ai_agents_excel_tabular_data_tasks.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_excel_tabular_data_tasks.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4f53e076eab2e88e244ac344d7f5f33f43c787483dcbd686fe6a146d5bf6e7ab description: In tabular-data tasks, the Excel Agent processes a CSV file from an upstream task and stores tabular results as a CSV file. It can also store individual values, such as a total or count, in single-value fields. products: - Cross Cloud release: "264" --- # Tabular Data Tasks with the Excel Agent (Beta) In tabular-data tasks, the Excel Agent processes a CSV file from an upstream task and stores tabular results as a CSV file. It can also store individual values, such as a total or count, in single-value fields. ### Required Editions
License Required

This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

To purchase an Agentforce Operations license, contact your Salesforce account executive.
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-agentforce_operations-264-0-0-production-enus/dce314e6-0a31-4a8b-98f7-3d2a3fd02ee2/images/icon_note.png) Note This feature is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). Use of this pilot or beta service is at the Customer's sole discretion. Tabular-data tasks process rows in a CSV file from an upstream task. Common operations include filtering rows or adding calculated columns. ## Generating the Excel File Unlike formula-based tasks, tabular-data tasks always generate an Excel file based on the task's **Description**. | Field | Purpose | | --- | --- | | **Documents** | Leave empty. | | **Description** | Contains instructions that the Excel Agent uses to generate \[task name\] automation.xlsx. The instructions identify **Share information** document and single-value fields used as inputs and describe the column structure of the input CSV. They also identify the **Request information** document and single-value fields that store outputs and define the row-level operations that the agent uses to produce them. | | **Share information** | Includes the input document field and all scalar fields that the **Description** references. The input document field is always a CSV file. | | **Request information** | Includes the task’s output fields. Include a document field to store the task’s CSV output. You can also include scalar outputs such as totals or counts as number or currency fields. | ## Creating a Plan A tabular-data task assigned to the Excel Agent requires a plan. A plan is the agent's interpretation of how to complete the task. The **Test** tab is the recommended way to generate a plan because it tests the task in isolation, without running the entire blueprint. For a tabular-data task, running the test also creates a calculation engine workbook named \[task name\] automation.xlsx and adds it to the task's **Documents** field. See [Get AI Agent Tasks Ready for Run Time in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_get_ready.htm&release=264.0.0&type=5 "Before you publish a blueprint, make sure that your AI agent tasks are tested and producing reliable results. This section walks you through how plans work, how to test them, and how to lock them for consistent run-time behavior in Agentforce Operations."). ## Viewing the Generated Excel File After the Excel Agent creates the plan, you can download a copy of the calculation engine workbook from the task's **Documents** field. Any changes you make to the downloaded copy don't affect the file associated with the task. The workbook contains three types of tabs. | Tab | Purpose | | --- | --- | | Summary tab | Summarizes the task, including the calculation steps and links to the input and output tabs. Named by using a PascalCase version of the task name. | | Input tab | Shows the structure of the input CSV file, and has a column for each column that the file contains. This tab contains no values. Named by using a PascalCase version of the input document field name. | | Output tab | Shows the structure of the output CSV file, and has a column for each column that the file contains. This tab contains no values, but does contain formulas for calculated fields. Named by using a PascalCase version of the output document field name. Each selected **Request information** output document field gets its own output tab. | The summary worksheet contains several sections. | Worksheet Section | Contents | | --- | --- | | INPUTS | The name of the task's **Share information** document field. Links to the input tab. Also, optionally, the names of scalar input fields. Scalar fields have no included values. | | INTERMEDIATE | The names and values associated with constant values and intermediate calculations that the agent uses in the output formulas. If the task has no intermediate values, the worksheet doesn’t include this section. | | OUTPUTS | The names of the task's **Request information** fields. Document field results link to their associated output tab. Also, optionally, the names of scalar output fields. The Result cell for each scalar output contains the formula that the Excel Agent generated. | | Calculation Steps | The agent's plain-language description of the row-level operations it applied. | ## Reviewing Agent Output The Excel Agent produces a calculation audit workbook each time the task runs. The file is named \[Documents file name\]\_executed.xlsx. The calculation audit workbook has the same tab structure as the calculation engine workbook, but contains values. On the summary tab, scalar input fields show their actual values. The input tab contains the CSV data from the **Share information** document field. If you run the task from the **Test** tab, the \[Documents file name\]\_executed.xlsx file appears in the **AI AGENT ACTIVITY** panel. Click the \[Documents file name\]\_executed.xlsx file to download it. If you run the task from a workflow, three files appear in the workflow's **Documents** tab for the task. The output CSV and calculation audit workbook are added by the Excel Agent. Click the calculation audit workbook name to download a copy. The third file is the calculation engine workbook, which is unchanged. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-agentforce_operations-264-0-0-production-enus/dce314e6-0a31-4a8b-98f7-3d2a3fd02ee2/images/icon_note.png) Note Downloaded files open in Protected View, which prevents calculated values from appearing in the Excel file. To see the calculated results, enable editing when you open the file. ## Updating an Excel Agent Task For many changes, you can update the calculation engine workbook directly rather than changing the task **Description** and regenerating the workbook. Changes that work this way include updating intermediate values or formulas and adding or removing fields on the summary tab. You can also add columns on the output tab. To update the calculation engine workbook, download it from the task's **Documents** field and make your changes. Then remove the existing file from **Documents** and upload the updated file. Update the **Share information** and **Request information** fields to match any input or output changes. Then rerun the test to generate a new plan. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-agentforce_operations-264-0-0-production-enus/dce314e6-0a31-4a8b-98f7-3d2a3fd02ee2/images/icon_important.png) Important When updating the calculation engine workbook, don't change the file format from .xlsx. Don't rename rows in the INPUTS or OUTPUTS sections of the summary tab without also updating the corresponding **Share information** and **Request information** fields. Don't rename columns in the input or output tabs that other cells reference by name.