Local CSV or Excel files
Use Python or spreadsheet capabilities to load, clean, analyze, and visualize files that are already local.
DATA-ANALYSIS / FIND BY GOAL
Start with where the data lives: a local CSV or spreadsheet, an API, a database, or a web page. Choose the smallest analysis and connection layer that fits.
START WITH THE OUTCOME
Core, optional and skip choices come from this vertical's reviewed data.
Use Python or spreadsheet capabilities to load, clean, analyze, and visualize files that are already local.
Use the least-privileged API access that provides the fields you need, and keep the request and field definitions visible.
Consider a database connector or MCP server only when the data actually lives there, and start with read-only access.
Use a browser or extraction workflow for public web data. Add automation only after one analysis is correct and repeatable.
DECISION TREE / NO AI API
Answer by outcome. The result is a static editorial recommendation.
Use Python, spreadsheet, or existing capabilities for a local CSV or Excel file. Use an for an online service, a database connector or for database data, and a browser or extraction workflow for public web pages.
Load → Clean → Analyze → Visualize → Explain → Validate. Make one analysis correct and reviewable before automating it. The output may be a table, chart, summary, report, or explanation, but it should not include invented accuracy, benchmark, or compatibility claims.
If the task is one local CSV, do not begin by connecting a database MCP server, a browser server, and several external services.
If the evidence is not ready, begin with research. To understand the difference between a workflow and a connection, read Skill vs MCP or browse the FAQ.
SOURCES / LAST CHECKED
Only independently reviewed pages become indexable.
Last checked:September 5, 2026editorial-pack