Tables & spreadsheets
Upload an Excel or CSV file and your workflows can read it like a database. A Tabular Query node runs plain, read-only SQL over the columns you imported — so a workflow can filter, join, and summarize a spreadsheet without you writing a script.
How it works
Importing a spreadsheet turns each sheet into a queryable table with typed columns. A workflow then points a Tabular Query node at that table and runs a SELECT to pull exactly the rows it needs. Nothing is ever written back to your file — queries only read.
Importing a spreadsheet
Bring a spreadsheet in from a file upload or an earlier workflow step. The columns become the table's schema:
- Upload an .xlsx or .csv — each sheet becomes a table, its header row becomes the column names.
- Or feed a table from an upstream step (an email attachment, a knowledge document) into the query node as its source.
- Column names and types are captured on import, so queries can be schema-checked before they run.
The data is ingested into a queryable store, so a Tabular Query runs against an indexed table rather than re-parsing the whole file every time.
Table queries
A Tabular Query node holds one read-only SQL statement. It must be a SELECT (or a CTE that ends in one) and it can only reference the tables and columns you imported:
| Rule | What it means |
|---|---|
| Read-only | Only SELECT / WITH … SELECT is allowed. INSERT, UPDATE, DELETE, and DDL are rejected before the query runs. |
| Schema-checked | The query is validated against the imported columns — an unknown table or column is flagged so you fix it before the workflow runs. |
| Scoped to its source | A query reads only the table(s) it is wired to. It cannot reach other tenants' data or files you didn't attach. |
Example
Given an imported invoices sheet, a workflow might run: SELECT vendor, SUM(amount) AS total FROM t GROUP BY vendor ORDER BY total DESC — then pass the result to the next step to post a summary or update a record.
Ask the assistant to "total invoices by vendor from the sheet I uploaded" and it builds the query node for you, then the guided tour walks you through checking it.
Use tables in a workflow
Tabular Query is one node type in the workflow builder. For triggers, conditions, and the full node reference, see Workflows.