Build a Connected Spreadsheet with Agent Sync

Most spreadsheet reporting still starts the same way.

You log into a tool, export a CSV, upload it to a spreadsheet, clean the data, rebuild the chart, write the summary, and then do it all over again the next week.

The spreadsheet is not usually the problem. The problem is getting the right data into the spreadsheet in the first place.

Your data lives across Mailchimp, HubSpot, Stripe, Mixpanel, Google Analytics, support tools, finance platforms, internal APIs, and dozens of other systems. But when it is time to analyze that data, teams often fall back into the same manual workflow: export, paste, clean, calculate, repeat.

That is why we built Agent Sync.

Agent Sync is Quadratic’s AI-guided workflow for connecting external tools and APIs directly to your spreadsheet. It helps you turn Quadratic into a connected spreadsheet where live business data can be pulled in, analyzed, charted, and reused without constantly rebuilding reports from scratch.

Instead of digging through API docs, figuring out authentication, or dealing with another CSV export, you can tell Quadratic what you want to connect and let the agent guide you through setup.

What is a connected spreadsheet?

A connected spreadsheet is a spreadsheet that can work with live data from the tools your business already uses.

Instead of treating the spreadsheet as the final destination for pasted exports, a connected spreadsheet becomes part of your data workflow. It can connect to apps, databases, APIs, and other data sources, then use that data for analysis, reporting, dashboards, and decision-making.

That matters because most teams still want the flexibility of a spreadsheet.

Spreadsheets are fast, familiar, and easy to share. They are great for ad hoc analysis, financial models, campaign reporting, sales forecasts, product analytics, and operational dashboards.

But traditional spreadsheets break down when the data is constantly changing or spread across too many tools.

A connected spreadsheet solves that by bringing the data closer to the analysis.

With Agent Sync in Quadratic, you can connect external data sources once, then ask questions about that data directly inside your spreadsheet.

The old way: export, upload, clean, repeat

Most reporting workflows are more manual than they should be.

A typical marketing report might look like this:

Log into Mailchimp. Create a custom report for campaign data. Download the CSV. Upload it to a spreadsheet. Rename columns. Fix date formats. Calculate open rates and click rates. Build a chart. Write a summary. Share the update.

Then repeat the same process next week.

A sales team might do the same thing with CRM data. A finance team might do it with Stripe or transaction data. A support team might do it with ticket exports. A product team might do it with analytics data.

The tools change, but the pain is the same.

The data exists. The spreadsheet exists. The question exists. But there is too much manual work between the source and the answer.

Agent Sync is designed to remove that manual middle step.

Meet Agent Sync in Quadratic

Agent Sync helps you connect external tools and APIs to Quadratic with AI guidance.

Inside Quadratic, you can choose from a catalog of pre-built connections or use Connect anything via AI to describe the tool you want to connect. From there, the agent helps identify what is needed, walks you through the setup process, handles credentials securely, verifies the connection, and makes that data available in your spreadsheet.

The goal is not just to add more integrations.

The goal is to make connected data usable inside a real spreadsheet workflow.

Once a connection is ready, you can ask questions in plain language, generate tables, create charts, write formulas, run Python, inspect the underlying logic, and build reports that can be reused instead of rebuilt. You can even connect to Slack to send your team daily updates of your business insights.

That is what makes Quadratic different from a static spreadsheet or a standalone dashboard. You are not locked into a predefined report. You can keep exploring the data as your questions change.

How Agent Sync works

Agent Sync gives you a guided path from external data source to live spreadsheet analysis.

The workflow looks like this:

1. Open the connections panel in Quadratic
2. Choose a supported service or select Connect anything via AI
3. Tell the agent what you want to connect
4. Follow the setup instructions for credentials and permissions
5. Store the credential securely as a secret
6. Verify the connection with a real request
7. Ask questions about the connected data inside your spreadsheet
8. Build tables, charts, summaries, and repeatable reports

In the demo video above, we connect Mailchimp to Quadratic using Agent Sync.

Instead of manually searching through Mailchimp API documentation, the agent finds what is needed, explains where to get the API key, and walks through the setup. Once the connection is verified, Mailchimp data becomes available inside the spreadsheet.

From there, we ask Quadratic to compare campaign performance over time, generate charts, summarize what changed, and identify the best-performing subject lines by open rate.

That is already useful, but the more powerful moment comes next.

From email metrics to product behavior

Email performance is helpful, but open rates and click rates do not tell the whole story.

The better question is: did the email actually drive product behavior?

In the demo, Mailchimp campaign data is combined with Mixpanel product analytics data to answer a more meaningful question:

Did people who opened and clicked an email actually use the Excel export feature after the announcement?

This is where a connected spreadsheet becomes much more useful than a CSV-based workflow.

With manual exports, answering that question would usually require pulling data from Mailchimp, pulling data from Mixpanel, matching users across systems, joining the datasets, calculating adoption rates, and building a summary.

In Quadratic, you can ask the question directly inside the spreadsheet.

Quadratic can use the connected sources, generate the code needed to analyze the data, fix errors along the way, and return the results in a spreadsheet you can inspect.

In the example, we find that people who clicked the announcement email about a specific feature were about twice as likely to use the feature.

That is the kind of insight you do not get from a basic campaign dashboard. It connects marketing engagement to actual product usage.

Why connected spreadsheets matter for repeatable reporting

The biggest advantage of a connected spreadsheet is repeatability.

A one-time export is fine for a one-time question. But most business reporting is not one-time.

You probably have reports you update every week, every month, or every quarter:

• Marketing performance reports
• Sales pipeline reports
• Revenue dashboards
• Customer support summaries
• Product usage reports
• Finance and expense analysis
• Leadership updates

When those reports are built on static exports, they become repetitive manual work.

With Agent Sync, you can connect the source once, build the analysis in Quadratic, and schedule the file to refresh. That means the next time you open the spreadsheet, you can work from updated data instead of starting over.

The workflow shifts from rebuilding reports to improving them.

Instead of spending time preparing the same dataset again, you can ask better questions:

• What changed since last week?
• Which campaigns drove product usage?
• Which accounts are moving through the pipeline?
• Where did revenue increase or decrease?
• Which support issues are becoming more common?
• What needs attention right now?

That is the point of a connected spreadsheet. It keeps the flexibility of a spreadsheet while reducing the manual work required to keep it current.

Good first workflows for Agent Sync

Agent Sync can be used across teams because most teams have the same underlying problem: their data is spread across tools.

Here are a few good first workflows to try:

Marketing performance report

Connect campaign data from tools like Mailchimp, HubSpot, Google Analytics, or other marketing platforms. Compare performance over time, find top-performing campaigns, analyze conversion rates, and summarize what changed.

Sales pipeline report

Connect CRM data and analyze pipeline created by owner, stage, source, or account segment. Build a connected spreadsheet that updates as the pipeline changes.

Revenue dashboard

Connect payment or billing data from tools like Stripe and build a monthly revenue dashboard. Analyze trends, compare periods, and create charts that can be refreshed.

Support issue tracker

Connect support ticket data and summarize issues by category, priority, status, or customer segment. Use AI to identify the biggest recurring problems.

Product analytics report

Connect product usage data and ask questions about activation, adoption, retention, or feature usage. Combine product analytics with campaign or customer data to understand what drives behavior.

Finance transaction analysis

Connect finance or transaction data and categorize expenses, identify trends, or build recurring reporting workflows.

Custom API workflow

Use Connect anything via AI to connect niche SaaS tools, internal systems, or REST APIs that do not have a prebuilt spreadsheet integration.

Agent Sync is not just another connector

It is tempting to think of Agent Sync as an integrations feature.

But the bigger idea is that connected data should be part of the spreadsheet workflow itself.

Most connectors stop once the data arrives. Agent Sync is built for what happens next.

Once the data is available in Quadratic, you can analyze it with AI, generate Python or SQL, create charts, inspect the code, edit the output, ask follow-up questions, and combine it with other sources.

That matters because real analysis is rarely a single query.

You start with one question, find something unexpected, change the timeframe, add another dataset, segment the results, and keep going.

Agent Sync makes that workflow possible without forcing you to bounce between SaaS tools, CSV exports, API docs, notebooks, and dashboards.

Build your first connected spreadsheet

Agent Sync turns Quadratic into a connected spreadsheet for live business analysis.

You can connect the tools you already use, bring the data into your spreadsheet, ask questions in plain language, and build reports that update instead of starting from scratch every week.

To get started, open Quadratic, add a new connection, choose a supported service or use Connect anything via AI, and connect your first data source.

Then ask the question your static spreadsheet could not answer on its own.