Use case · Updated July 2026

Merge Excel files by an explicit key

Short answer: Add files, select join keys and duplicate policy, map output fields, then review unmatched rows before writing a new workbook.

Source files

Orders.xlsx + Customers.csv

Output

A new workbook with mapped customer fields and unmatched Issues.

Example prompt

Join Orders with Customers by customer_id. Keep every order, add customer_name and region, and flag unmatched IDs.

Constrained Action Plan

  1. join_sources
  2. select_columns
  3. rename_columns
  4. validate_required

Review workflow

  1. Add and inspect source files
  2. Confirm the action plan
  3. Review Diff and Issues
  4. Write and verify output

Risk and output policy

The source is unchanged by default. Unsupported features and ambiguous joins produce Issues instead of being silently discarded.

FAQ

Does this upload my files?

No. Transformation runs locally. Only confirmed planner context and optional metadata sync use the service.

Do I need Excel installed?

No. Supported CSV and XLSX files are processed directly; Excel is optional for opening the result.