Using files and attachments

Agent can use attached files as part of a conversation. Attachments are helpful when the information Agent needs is not already in the open workbook.

Attached files stay on your device. Agent reads the parts needed for your request and sends only the relevant information needed for the AI response.

Attach files to an Agent message

Supported file types

Agent can work with common workbook, data, document, text, and image files. Examples include Excel workbooks, CSV files, JSON files, PDFs, Word documents, text files, and screenshots.

File support can vary by your organization's configuration and by the size or complexity of the file. If Agent cannot read a file, try a smaller export, a clearer screenshot, or a more focused prompt.

When to attach files

Use attachments when you want Agent to use information outside the open workbook. Common examples include:

• Comparing two versions of a workbook.

• Analyzing a source file that is not open in Excel.

• Using a document as background information.

• Reviewing data from a CSV or JSON file.

• Explaining a screenshot or image.

• Reconciling workbook content against another file.

Attachments work best when you tell Agent exactly how each file should be used. For example, say whether an attached workbook is the prior version, the target version, or supporting evidence.

How to refer to attachments

If you attach more than one file, mention the file name in your request. You can also type @ to select from available attachments.

Examples:

• "Compare May forecast.xlsx with the open workbook."

• "Use the attached PDF as background and summarize the assumptions in this sheet."

• "Read transactions.csv and tell me which columns look useful for a revenue analysis."

• "Use policy.docx as the source of rules and check whether the workbook follows them."

Keep requests focused

Large files can contain more information than Agent needs for a single answer. If the first response is too broad, ask Agent to focus on a specific sheet, section, page, range, or column.

For example:

In transactions.csv, focus only on customer, invoice date, amount, and status. Summarize overdue amounts by customer.

Privacy and review

Agent uses the relevant parts of attachments for your request rather than uploading the full file by default. Do not attach sensitive files unless your organization allows that use.

For more detail, see AI Guidelines.

Tips

• Tell Agent which file to use if you attach more than one.

• Include the desired answer format in your request.

• Reattach a file if Agent says it cannot find it.

• Ask for a summary first when an attachment is large or unfamiliar.

• Ask Agent to cite file names, pages, sheets, or columns when the source matters.