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Documentation Index

Fetch the complete documentation index at: https://knowledge.goautonomous.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

When a customer attaches an Excel file to their email, Flow can display it as a fully interactive spreadsheet — not just a static image. This makes it much easier to read tabular data, compare values, and verify extracted information.

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How spreadsheet viewing works

Go Autonomous classifies incoming Excel files into two types:
  • Tabular Excel files — files with structured, table-like data. These are displayed as interactive spreadsheets with full navigation controls.
  • PDF-like Excel files — files used primarily for layout and formatting (like a printable form). These are displayed as rendered documents, similar to PDFs.
The platform automatically detects which type an attachment is and displays it accordingly.

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Interactive spreadsheet features

When viewing a tabular Excel file, you get a rich spreadsheet experience:
  • Scroll — navigate large sheets with both vertical and horizontal scrolling.
  • Sheet tabs — if the workbook has multiple sheets, tabs appear at the bottom so you can switch between them.
  • Zoom — use the zoom controls (in the toolbar) to zoom in or out for better readability.
  • Copy values — click on any cell to select it, then copy the value. This is useful for comparing values against the product cart.
  • Preserved formatting — cell colors, bold text, italics, and other formatting from the original file are preserved.
  • Cell highlighting — entire cells are highlighted rather than individual words, making it easy to identify specific data points.
Spreadsheet cells are read-only. You can view and copy values, but edits should be made in the product cart where Go Autonomous tracks changes.

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Switching between views

Use the spreadsheet icon in the Flow toolbar to toggle between the spreadsheet view and the standard document view. This is helpful when you want to quickly switch perspectives on the same attachment.

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When the spreadsheet view isn’t available

If an Excel file is classified as a PDF-like layout file, it displays in the standard document viewer instead. This fallback ensures all attachments are viewable even when they aren’t structured as traditional spreadsheets.
If a file you expect to see as a spreadsheet appears as a document instead, it may be because the file uses heavy formatting or a non-tabular layout. The platform’s classification is automatic and based on the file’s structure.
Headers must be in the first row of the sheet. If a file has merged cells, blank rows, or titles above the header row, the platform may not correctly identify the spreadsheet structure.

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What’s next