| name | create-spreadsheet |
| title | Create Spreadsheet |
| description | Generate an Excel (.xlsx) workbook or a CSV file — tables, financial models, data exports, formatted reports with charts. Use when the user wants a spreadsheet or CSV. Built with openpyxl + pandas (Python). |
| target | docgen_agent |
Create Spreadsheet
When to use
The deliverable is .xlsx or .csv. For Google Sheets use the googlesheets skill.
Important: values, not live formulas
There is no spreadsheet recalc engine in the sandbox. If you write a formula like =SUM(...), Excel shows it as blank until the user opens and recalculates. So:
- Compute results in Python (pandas/numpy) and write the final values. This is the default and it always opens correctly.
- Only add a literal
=FORMULA when the user explicitly wants an editable formula — and when you do, also write the computed value in an adjacent labeled cell so the number is visible immediately.
How it works
A template here is a Python program (openpyxl + pandas) that writes the workbook. You adapt the data and structure, then the build script runs it and validates the file.
Skill directory: /workspace/integrations/docgen/agent/skills/create-spreadsheet — templates/, reference.md, and scripts/ live here; read them by absolute path. Your work goes in ./scratch/.
Workflow (.xlsx)
- Work in a job dir:
mkdir -p ./scratch/xlsx-<short-name>.
- Adapt the template — don't start blank.
read /workspace/integrations/docgen/agent/skills/create-spreadsheet/templates/report.py, then write the edited program to ./scratch/xlsx-<name>/sheet.py. Read /workspace/integrations/docgen/agent/skills/create-spreadsheet/reference.md for openpyxl building blocks and the values rule.
- Build + validate:
bash /workspace/integrations/docgen/agent/skills/create-spreadsheet/scripts/build.sh ./scratch/xlsx-<name>/sheet.py ./scratch/xlsx-<name>/out.xlsx
Prints OK: <path> (sheets=N) or ERROR: ....
- Fix loop: on
ERROR, read the message, fix, re-run. Cap at 5 attempts.
- Deliver:
mv ./scratch/xlsx-<name>/out.xlsx ./artifacts/<final-name>.xlsx, then report the full path.
CSV (no build needed)
CSV is plain text — write it directly with bash and deliver:
python3 - <<'PY'
import csv
rows = [["name","amount"], ["Acme", 1200], ["Globex", 980]]
with open("./artifacts/<final-name>.csv", "w", newline="") as f:
csv.writer(f).writerows(rows)
PY
No toolchain, no validation step — just confirm the file is in ./artifacts/ and report the path.
Toolchain note
The build script provisions openpyxl + pandas on first use; the first workbook may take a little longer, then it's fast.
Never
- Never write
= formulas as the only representation of a computed number (no recalc → blank cells). Write the value.
- Never leave the file in
./scratch/. Never skip build/validate for .xlsx.
Templates
report.py — formatted workbook: styled header, data rows, a computed totals row, number formats, column widths, and a bar chart.
