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Plexara

Spreadsheets as Tables

Business runs on spreadsheets: vendor price lists, lease schedules, target lists, exports from tools nobody integrated. Upload one to Plexara, register it as a table, and your AI assistant joins it against the rest of your data with SQL. No pipeline, no ticket to data engineering, no copy of the file to keep in sync.

From file to table

From spreadsheet to SQL, without a load step

A spreadsheet becomes useful when it is joined against the data you already have. Rebates against sales. Lease costs against revenue. A target list against the customer table. Getting the file somewhere joinable used to mean a request to data engineering and a loader somebody has to own, so for a file needed once, it rarely happened at all.

Registering skips all of that. Plexara reads the file, takes column names from its header row, and creates a table that reads the file exactly where it is stored. The table lives in a scratch schema set aside for working data, beside your warehouse in the same SQL surface, ready for your assistant and your analysts alike.

It matters just as much for the files your assistant creates. An export it saves, or a dataset it assembles from API calls, is already stored in Plexara; registering makes it joinable, so the work an agent did yesterday becomes a table the whole team queries today.

Nothing is copied

The table reads the file where it already sits

One step

A button in the portal, or a single call by your assistant

Any size

300 rows or 300,000 query exactly the same way

Both directions

Files people upload, and files your assistant builds and saves

A CSV asset open in the Plexara portal with its Query as a table panel showing the registered table's name, connection, columns, and who registered it
Every CSV in Plexara carries a Query as a table panel: the table it is registered as, the columns that came from its header, and who registered it.

How it works

Upload, register, join

Files already reach Plexara as uploads and saved assets. Registering is the one new step, and it turns any of them into a table.

  1. 1

    A file lands

    Someone uploads a CSV to the resource library, or your assistant saves one it built as an asset. Either way the file gets versions, an owner, and a place the whole team can find it.

  2. 2

    Register it

    Pick a connection and, if you like, a name. Plexara reads the header, creates the table over the file where it sits, and answers with the columns. Your assistant does the same thing with a single call.

  3. 3

    Join it by name

    The table sits beside your warehouse in the same SQL. Columns arrive as text, so a join to a numeric key uses a cast, and the registration answer includes a sample statement showing exactly that.

The register form on a CSV resource in the Plexara portal, with a connection picker, an optional table name, and an explanation that the schema is shared
Registering from the portal: pick the connection, optionally name the table, and the form explains where the table is created and how names are claimed.

Lifecycle

How the table tracks the file

A table over a living file raises two questions: is it current, and can the file be read the way it is stored? The ledger below covers every state, and once a file is registered, its search result carries the table name and a sample join.

The file

Overwritten in place

The table

The next query reads the new content. A recurring vendor drop stays current with no re-registration.

Where you see it

No flag; the table was never behind.

The file

Gains a version through an edit or revision

The table

Keeps serving the version it was registered against. Registering again moves it forward in one step.

Where you see it

A stale flag on the portal panel, the file's search hit, and the assistant's own listing.

The file

Cannot be read as stored

The table

No table is created and nothing is recorded. Line breaks inside cells, old Mac line endings, and wrong encodings would otherwise become rows made of fragments.

Where you see it

The refusal names the specific problem and offers a correction where one can be made mechanically.

The file

Corrected by that one control

The table

The repaired content is written as a new version of the file, and the table is registered over it.

Where you see it

The version history says what changed and why; the original upload stays as the version before.

The file

Unregistered

The table

The table is dropped. The file is untouched, byte for byte.

Where you see it

The panel no longer lists it; the audit record of the registration remains.

The file

Deleted

The table

Every table registered over it is dropped, whoever registered them.

Where you see it

Nothing keeps serving data whose source is gone.

A registered table panel on a CSV resource showing a warning that the file has a newer version than the table points at
The stale flag in place: the file gained a version, the table still serves the older one, and the panel says so with the fix one control away.
A registered table panel after a correction, reporting the repaired file registered and what the correction changed
A correction taken: the file has a new, readable version, the table is registered over it, and the panel reports exactly what changed in the file.

Governance

A shared workspace with clear ownership

The scratch schema is shared on purpose: a table one analyst registers is a table the whole team can query. What keeps that safe is the same identity, authority, and audit model as every other Plexara surface, stated here as the four rules the platform enforces.

01

Every registration is audited

Who registered what, on which connection, and the statement that ran, recorded for every registration and unregistration, including the attempts that were refused.

02

Names carry the persona

Table names are prefixed with the registering persona, so a shared workspace stays legible: anyone reading the schema can see whose working table they are looking at.

03

Registering takes real authority

A registered table is readable by everyone granted the connection, so registering a file requires the authority to change it, not merely to read it. Nobody widens an audience by accident.

04

Names are claimed, not overwritten

The person who registered a table is the one who can drop it, along with administrators. Names are claimed on registration, and a name someone else holds is refused rather than overwritten.

Where agent-built files come from

API Gateway

Your assistant can pull from any connected API, save the result as a file, and register it. See what it can reach.