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The Data Analysis capability enables Workflow actions to automatically analyze, manipulate, and generate insights from structured data files like CSVs, Excel spreadsheets, PowerPoint presentations, Word documents, and PDFs. When enabled, the AI writes code on-the-fly to perform complex data operations, create visualizations, and make direct edits to files — all without requiring technical expertise. This is particularly useful for tasks like:
  • Analyzing sales data exports to uncover trends
  • Generating formatted monthly reports with charts and graphs
  • Editing custom presentation templates with AI-generated content
  • Transforming raw data into polished, branded deliverables

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Add Data Analysis to a Generate Text action

1

Add a Generate Text action

In your Workflow editor, click the + button to add a new action and select Generate Text.
Adding a Generate Text action to a Workflow
2

Add the Data Analysis capability

In the action’s settings panel, expand the Capabilities section and click + Add Capability. Select Data Analysis from the list.
Capabilities modal with Data Analysis available to add
This allows the action to process file attachments and generate insights by writing and executing code behind the scenes.

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Add Data Analysis to a Generate Text with Agent action

The Generate Text with Agent action inherits its capabilities from the selected Agent. To use Data Analysis with this action, add the Data Analysis capability to the Agent itself — see Enable Data Analysis on an Agent.

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Example: Sales data analysis to report

This walkthrough demonstrates a complete data analysis use case — uploading a sales data spreadsheet, analyzing it to create insights and visualizations, and combining results into a PowerPoint presentation.
1

Set up a file upload trigger

Create a Workflow with a Manual trigger that accepts file uploads. Add a file input field so users can upload Excel or CSV files containing sales data.
Manual trigger configured with a file upload input field
2

Add a Generate Text action to analyze the data

Add a Generate Text action and reference the uploaded file from your trigger in the prompt. For example:“Analyze the attached sales data and provide key insights including trends over time, top performing products, and revenue patterns. Create a summary of findings with specific metrics. In addition, generate a chart visualization showing sales performance trends by month.”
Generate Text prompt referencing the uploaded file and requesting analysis with chart generation
You can reference files from trigger attachments or data outputs from previous Workflow steps, allowing you to chain multiple data processing actions together.
3

Add the Data Analysis capability

Expand the Capabilities section and click + Add Capability, then select Data Analysis.
Capabilities modal with Data Analysis available to add
4

Add a second action for report generation

Add another Generate Text action to create a PowerPoint presentation from the analysis. Reference the output from the first step and prompt it to build a report:“Using the analysis results and chart referenced, create a professional PowerPoint presentation with the key findings, chart visualizations, and executive summary slides.”
Second Generate Text action configured to create a PowerPoint from analysis results
Add the Data Analysis capability on this action as well so the AI can create and format the presentation.
When Data Analysis is enabled on an action, a Generated Files variable appears in the outputs. Reference this variable when passing files between steps.
5

Run and review

Execute the Workflow by uploading a sales data file. The first step analyzes the data and generates charts, then the second step uses those results to produce a PowerPoint presentation.

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Review results and download files

When a Workflow with Data Analysis completes, you can inspect exactly what happened and download any generated files.

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View the analysis code

Click Analyzed sources in the results panel, then click the code icon (</>) next to any analysis step to open a modal showing the Python code the AI wrote to process your data.
Analyzed sources dropdown in the Workflow results panel
Modal showing the Python code the AI used to analyze the data

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Download generated files

Any files created during the analysis — charts, presentations, reports — appear with download buttons in the results panel.
Download buttons for generated files in the Workflow results panel

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Review the output

Generated presentations include professional slides with your data insights, key metrics, trend analysis, and embedded visualizations.
Generated PowerPoint presentation with data analysis slides and charts

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Next steps

Data Analysis capability

Analyze data interactively in Agent conversations.

Generate Text action

Learn more about the action that powers data analysis in Workflows.

Process data in bulk

Import datasets and run your Workflow at scale.

Create files in Cassidy

Other ways to generate files through Agents and Workflows.