Guides/Uploading & Analysing Files
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Uploading & Analysing Files

Attach CSV, Excel, PDF, or image files to VAL Agent for instant analysis — no setup, no import, just drop and ask.

Upload a File, Get an Analysis

VAL Agent can read and analyse files you attach to your message. Drop a spreadsheet, PDF, or image into the chat, ask a question, and get an answer — no import process, no data setup required.

How to Attach a File

  1. Click the + button at the left of the input area
  2. Click Add files or photos

Action menu showing Add files or photos

  1. Select a file from your device
  2. The file appears as a chip above the input area, confirming it is attached

File attached — sample-sales.csv chip shown above the input

  1. Type your question or instruction — tell VAL Agent what you want to know about the file
  2. Press Enter to send

What VAL Agent Does With Your File

VAL Agent reads the file contents, understands the structure, and analyses it based on your question. Here is an example — a CSV with sales data by outlet, analysed on the spot:

VAL Agent analysing an uploaded CSV with channel mix table and key takeaways

The response includes:

  • Data tables — structured breakdown of the file contents
  • Analysis — patterns, comparisons, and calculations
  • Key takeaways — the agent highlights what matters most
  • Follow-up suggestions — what to explore next

Supported File Types

File typeWhat VAL Agent does
CSVReads rows and columns, runs calculations, compares values, spots trends
Excel (.xlsx, .xls)Same as CSV — reads sheets and analyses the data
PDFExtracts text and tables, summarises content, answers questions about the document
Images (.jpg, .png)Reads text from photos — useful for receipts, invoices, screenshots, menus

Example Questions

After attaching a file, try questions like:

For spreadsheets (CSV, Excel)

  • "Summarise this data"
  • "Which outlet has the highest revenue?"
  • "Compare the two columns and highlight differences"
  • "Are there any anomalies or outliers?"

For PDFs

  • "Summarise this document"
  • "What are the key terms in this contract?"
  • "Extract all dates and amounts"

For images

  • "What does this receipt say?"
  • "Extract the line items from this invoice"
  • "Read the text in this screenshot"

Tips

  • Be specific — "Compare revenue between the two outlets" gives a better answer than "Analyse this"
  • You can attach multiple files — upload several files and ask the agent to compare or combine them
  • Files are not saved to your VAL data — uploaded files are analysed in the conversation only. They do not get imported into your VAL tables
  • Large files work — VAL Agent can handle substantial spreadsheets, but very large files may take longer to process

Next Steps