Intellrise
How-to

Analyze a CSV file with AI

Updated 2026-10-07

Upload a CSV file and ask it what you want to know: Intellrise writes the SQL, draws the chart, pins it to a dashboard and hands you the result as PDF, Excel or PowerPoint, in one place.

Uploads are on Pro, $29 a month, and the 14-day Pro trial needs no card. A team of five gets the same for $100 a month. You also add a free AI key, which takes about a minute (how).

  1. 1

    Get your file ready

    No connection string is needed — you upload the .csv file directly. Make sure the first row contains column headers.

  2. 2

    Create your account and add your AI key

    Sign up, then add an AI key. A free Google Gemini key takes about a minute to create (how).

  3. 3

    Upload your file

    Add a data source, choose file upload, and select your CSV. Column types are inferred automatically; you can correct them and describe what each column means.

  4. 4

    Let the AI read and annotate your schema

    The analyst treats the file as a table and infers each column's type. Describe any ambiguous columns once so future questions map cleanly.

  5. 5

    Type your first question

    Ask something like "Total and average of the amount column by category". On a question the analyst judges complex — a join, a query spanning two sources, several steps — it shows a readable plan and waits for you to approve it before running anything; on one it judges simple it runs first and shows you afterwards. Either way you get the same two controls on every answer: Show SQL gives you the exact query that produced the number, and Show table gives you the rows it returned with their count. That is how you check a figure instead of trusting it. Refine by chatting, then pin it to a dashboard or save it as a report.

What Intellrise adds to an uploaded file

An uploaded file is a snapshot: we store the copy you send and analyse that, so when the underlying data changes you upload it again. What it adds over pasting the same file into a general-purpose chatbot is that on complex questions it shows a readable plan before running anything, on every answer the exact SQL and the rows it returned are one click away, and it saves what your fields mean against that source — so the next question already knows them instead of guessing. If you want answers that refresh without re-uploading, connect a Google Sheet or a database instead; the Google Sheets connection works on the Free plan.

CSV file: things to know

  • A clean header row and consistent types give the best results; avoid blank header cells.
  • File upload is a Pro feature; on Free, a Google Sheet is the quickest way to try file-style data.

Example questions to ask your CSV file data

  • Total and average of the amount column by category
  • Top 10 rows by value
  • Count of records per month from the date column

Frequently asked questions

Up to 10 MB per file. Over that the upload is refused with an error — it is not silently truncated. For bigger data, a database or warehouse connection is a better fit.

Related

The one-stop AI data analyst that knows your schema.

One place from question to finished work: the SQL, the chart, a dashboard your whole team can open, and a report that emails itself every morning. It learns what your columns mean, so nobody explains a field twice. Start free with one database plus Google Sheets, or take 14 days of Pro with no card.

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Every new account starts on a 14-day Pro trial with no card. After it lapses, the free tier stays free.