excel-workflow_skill

Overview

This skill provides a complete Excel workflow for local processing, Google Drive backup, and formula-preserving updates. It combines openpyxl for safe Excel edits, rclone for Drive sync, and a local SQLite tracker to audit changes. Use it to upload, query, update, and track .xlsx files with formulas intact.

How this skill works

The skill analyzes uploaded .xlsx files to extract sheets, formulas, and metadata, then saves that metadata in a local SQLite tracker. Files are uploaded to Google Drive (gdrive:Excel/) via rclone for backup. Updates are applied with openpyxl using data_only=False so formula strings are preserved while cell values can be changed or new formulas inserted, and changes are re-uploaded and recorded in the tracker.

When to use it

• Upload Excel files for backup and structured analysis
• Query spreadsheet data or ask data-driven questions
• Update cell values without overwriting existing formulas
• Insert or create formulas across many rows/columns
• Keep an audit trail of file versions and metadata in SQLite

Best practices

• Name files descriptively (e.g., sales_2026_Q1.xlsx) to simplify tracking
• Keep sheet and column structure consistent for reliable queries
• Validate formula syntax before applying updates (start formulas with =)
• Process files through the workflow CLI to ensure Drive sync and tracker updates
• Use sessions for multiple sequential operations on the same file to reduce lock contention

Example use cases

• User uploads sales.xlsx; agent runs process, reports sheets and formula count, and backs up to Drive
• Ask ‘what is total revenue?’ — run query to extract data and compute totals using sheet context
• Change a product quantity — run update to modify cell value while formulas recalculate on open and tracker logs the change
• Create a new calculated column across 50 rows by generating mass formula updates and re-uploading
• Batch process monthly reports: process january.xlsx, february.xlsx, list tracked files and generate stats