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How to Turn Raw CSV Data into Actionable Insights with an AI Agent

Use the open-source AI agent Goose to analyze sales data from a CSV file, generate business insights, and create a shareable HTML report with interactive charts using simple, natural language prompts.

From How I AI

How I AI: Block's 3-Step Workflow for Data Analysis, E-commerce, and Custom AI Tools with Goose

with Claire Vo

How to Turn Raw CSV Data into Actionable Insights with an AI Agent

Tools Used

Goose

Open-source AI agent by Block for automating tasks

Step-by-Step Guide

1

Prompt Goose for Data Analysis

Start with a local CSV file containing your data. In the Goose interface, provide a simple, plain English prompt asking for the analysis you need.

Prompt:
We've asked Goose to use Pandas, which is a Python library to tell me the items have, have the best revenue and like what the busiest days of the weeks are. And then I left a general kind of question at the end, just what are some trends.
2

Observe Goose's Autonomous Workflow

Watch as Goose orchestrates the entire analysis. It will use tools like ripgrep to locate your file, generate a Python script with the Pandas library, and even autonomously create and debug a virtual environment if it runs into dependency issues.

Pro Tip: This step highlights the power of agents. Instead of manually setting up your environment and writing code, you let the agent handle the technical overhead.
3

Review Generated Insights

Goose will deliver a text-based summary of its findings directly in the chat. This includes answers to your specific questions as well as unsolicited recommendations based on the data trends it identified.

4

Generate a Shareable HTML Report

Use a follow-up prompt to ask Goose to visualize the data. It will use a library like Plotly to create interactive charts, package them into a clean HTML file, and open it in your browser, creating a professional dashboard from your raw data.

Prompt:
Turn this analysis into a local webpage with interactive charts.

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