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Add Data to AI Grid Agents

AI Grid Agents provide multiple flexible ways to input data, allowing you to populate your agents with information from various sources.

Accessing the Add Data Menu​

To add data to your AI Grid Agent:

  1. Navigate to your AI Grid Agent - Open the agent where you want to add data
  2. Click the "+ Add Data" button - Located in the top-right area of the agent interface
  3. Select your preferred method - Choose from the dropdown menu that appears

The dropdown menu presents four options:

  • Manually - Enter data manually
  • Import from XLS - Import data from your Excel file
  • Add Documents - Upload files as source of data for the AI
  • Third-party data - Connect external data sources

Method 1: Add Data Manually​

Manual data entry allows you to create non-AI columns and populate them with text data that can be referenced by other columns in your agent.

To Create a Non-AI Column:​

  1. Click on "+" inside the grid
  2. Configure the Column - Type your desired column name. Note that title must be unique (cannot match existing column names)
  3. Select the format of your data
  4. Click "Validate" to create the column

Once the column is created, you can simply add manually the text data you want to insert. Click on each cell in the column to enter data.

Using Non-AI Columns in Other Columns​

Once created, non-AI columns can be referenced in AI questions using the #ColumnName syntax:

Example Uses:

  • Non-AI column: Company → Reference: #Company
  • Question: "What is the market cap of #Company?"
  • Question: "Who are the main competitors of #Company?"
  • Question: "What is the revenue growth of #Company in the last 3 years?"

Method 2: Import Data from XLS​

For Excel file imports, please refer to our article: Import Data from Excel Files in AI Grid Agents.

Method 3: Uploading Documents​

Document upload allows you to add files as source material for your AI agents, enabling them to extract, analyze, and generate information from your documents.

Important Note

Document upload requires your agent to have file processing capabilities enabled. If you haven't selected the Files tool (and instead chose tools like Web Search), you cannot add files for data processing (except when modifying the agent structure).

There are three primary methods for uploading documents to your AI Grid Agents:

1. Row by Row​

You can upload files individually for each row.

Click the + button on each row to open a modal displaying your internal data sources. From here, you can search and select the files that best suit your needs.

tip

You can add as many files as you like. However, keep in mind that the broader the context, the higher the chance Lampi might use semantically related but inconsistent information. Always choose the most coherent and relevant files.

2. Bulk Upload​

You can upload multiple files at once using the "Add Documents" button at the top of the screen. When you select files, you have two distribution options:

OptionDescription
Add to RowsDistributes documents row by row — one file per row. Ideal for comparing or analyzing multiple documents where each row represents a different document.
Add to ColumnsAdds selected documents to specific AI columns. Opens a modal where you can choose which columns should receive the files. Only columns with File Search or File Analysis tools are eligible.
tip

Use Add to Rows when each document should be processed independently (e.g., comparing contracts, analyzing reports). Use Add to Columns when multiple documents should be analyzed together within specific columns.

3. Column-Specific Documents​

By default, the AI will search and analyze the file(s) imported in the column 'Document(s)'. You can use a different data source by adding a document to a specific column.

When file analysis tools are selected, a "File Analysis Configuration" section appears inside the column settings. From there, you can simply choose specific files relevant to this particular column's analysis.

ConfigurationDescription
Each column can have its own unique set of documentsThe AI Agent will analyze only the documents assigned to that specific column
If no column-specific documents are selectedAI uses Document(s) column files

Method 4: Third-party Data Sources​

Third-party data integration allows you to connect external data sources and APIs to populate your AI Grid Agents with live, structured data from professional databases and services.

Currently Active​

  • Yahoo Finance - Financial market data, stock prices, and news

On Request​

  • S&P Capital IQ - Comprehensive financial intelligence
  • FactSet - Professional financial data and analytics
  • DealRoom - Venture capital and private equity data
  • Crunchbase - Company and investor information

Third-party Data Process​

  1. Click "+ Add Data" → "Third-party data"
  2. Integration modal opens displaying available services
  3. Select data source from available integrations
  4. Choose data type from service-specific options
  5. Configure query parameters based on your needs
  6. Submit request to populate agent with external data

Column Referencing System​

Once data is added through any method, you can reference it in AI questions:

  • Non-AI columns and imported data: Use #ColumnName syntax
  • Document content: AI automatically accesses uploaded files

Running the AI Grid Agent​

Once your documents are uploaded, it's time to run your AI Grid Agents.

To run it, simply select the rows you want the agent to process and click the "Run" button that appears.

The AI agent will begin extracting relevant information from the uploaded documents.

You can monitor the progress of each task, which will display either "Running" (in progress) or "Queued" (waiting to start).

For more granular control, you can also launch specific cells by simply clicking the run button on each cell.

info

For more, you can refer to 🏁 Running AI Grid Agents.

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