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AI data analyst agent and visualization agent for large spreadsheets

Derek CheungDerek Cheung
6198 views
2/3/2026
AIMultimodalGoogle Custom SearchRAGGemini
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Purpose of workflow:

This workflow transforms spreadsheet data into an interactive, AI-powered knowledge base that enables users to gain deep insights through natural language queries, searchability, and comparative analysis.

How it works:

  1. Data Storage & Integration:
  • Spreadsheet data is imported into a no-code database (NocoDB)
  • System connects with an AI data analyst agent
  • Agent accesses table metadata and column information
  1. Query Processing:
  • Users input natural language questions
  • AI agent interprets queries and converts them to database filters
  • System retrieves relevant data using filter formulas
  • AI synthesizes responses with analysis and insights
  1. Advanced Capabilities:
  • Performs comparative analysis across multiple data points
  • Handles complex multi-part queries
  1. Automatically creates visualizations:
  • Visualization AI Agent figures out the data and the chart type and generates professional visualization using Quickchart

Step by step setup:

  1. Create account on nocodb.com
  2. Create table by importing csv, copy table id
  3. Create API token https://app.nocodb.com/#/account/tokens
  4. In workflow, settings node, update with table id
  5. In NocoDB tool node, setup authentication with API token created in step 3
  6. Specify the workspace and base fields after connecting to NocoDB

AI Data Analyst and Visualization Agent for Large Spreadsheets

This n8n workflow provides a conversational AI agent that can act as a data analyst and visualization expert. It's designed to interact with users via a chat interface, process data (likely from large spreadsheets, though the specific data source is not defined in the provided JSON), and potentially generate insights or visualization instructions.

What it does

This workflow sets up a foundational AI agent that:

  1. Listens for Chat Messages: It is triggered by incoming chat messages, acting as the entry point for user interaction.
  2. Manages Conversational Memory: It maintains a simple memory of the conversation, allowing the AI to understand context across multiple turns.
  3. Utilizes an OpenAI Chat Model: It leverages an OpenAI Chat Model (like GPT-3.5 or GPT-4) to process natural language queries and generate responses.
  4. Acts as an AI Agent: The core "AI Agent" node orchestrates the interaction, using the chat model and memory to respond to user requests, potentially performing data analysis tasks or providing visualization guidance.
  5. Performs HTTP Requests (Placeholder/Tool): Includes an HTTP Request node, which can be configured as a tool for the AI agent to interact with external APIs, fetch data, or send results.
  6. Edits/Transforms Data: Contains a "Set" node, which can be used to manipulate or format data within the workflow, either before sending it to the AI or after receiving its output.

Prerequisites/Requirements

  • n8n Instance: A running n8n instance to host the workflow.
  • OpenAI API Key: An API key for OpenAI to use the OpenAI Chat Model node. This will need to be configured as an n8n credential.
  • Chat Service Integration: The "Chat Trigger" node implies integration with a chat service (e.g., Slack, Telegram, Discord, custom chat interface) which needs to be set up to send messages to n8n's webhook. (Specific chat service configuration is external to this JSON).

Setup/Usage

  1. Import the workflow: Import the provided JSON into your n8n instance.
  2. Configure OpenAI Credentials:
    • In the OpenAI Chat Model node, select or create an OpenAI API credential.
    • Enter your OpenAI API Key into the credential setup.
  3. Configure Chat Trigger Webhook:
    • Activate the When chat message received (Chat Trigger) node.
    • Copy the webhook URL provided by the Chat Trigger node.
    • Configure your desired chat service (e.g., Slack, Telegram, custom app) to send messages to this webhook URL.
  4. Activate the Workflow: Ensure the workflow is active in n8n.
  5. Interact with the AI Agent: Send messages to your configured chat service, and the AI agent will process them.

Note: The "HTTP Request" and "Edit Fields (Set)" nodes are present as general utility nodes. Their specific configuration as tools for the AI agent (e.g., to fetch data from a spreadsheet API, or to process data before visualization) would need to be defined within the "AI Agent" node's tool definitions and the respective node settings. The current JSON does not specify how these are used as tools.

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