Use case · Updated July 2026

Validate spreadsheet data before import

Short answer: Run required, unique, pattern, type, and allowed-value checks locally and jump to the exact result cell.

Source files

Import candidates.xlsx

Output

An Issues report and an unchanged or corrected output chosen by you.

Example prompt

Check required IDs, duplicate emails, phone format, allowed status values, and valid ISO dates.

Constrained Action Plan

  1. validate_required
  2. validate_unique
  3. validate_pattern
  4. validate_type
  5. validate_allowed_values

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.