Feedback and Ideas

I’m looking for some help and design advice around a 

 that needs to work with data stored in an 

The agent follows a simple three-step pattern:

 – user submits a query with some parameters.

 – the agent looks up values in a tabular dataset (originally an 

 – it combines those lookups with its reasoning and returns an answer.

I’m trying to make this pattern reliable for structured lookups against a relatively large dataset.

reliably read and query the file-based data source

 of the file (this is visible in its own “thinking/running” commentary, where it explicitly says it will consider only the first 100 rows).

I initially suspected file size limits, so I transformed the original 

, but the agent behavior (stopping at ~100 rows) persists.

Inconsistent or failed reads from the file

Apparent size/complexity limits when the workbook got larger

Difficulty ensuring that the agent uses the 

 for the agent, in case model choice or context limits are relevant to this behavior.

Overall, I don’t yet have a robust pattern for “agent reads structured tabular data from a file and uses it for deterministic lookups beyond the first 100 rows.”

Reducing the number of columns/sheets and simplifying the original workbook

Treating the file as a generic reference document (unstructured) rather than a structured table, but this doesn’t give the deterministic, row-level lookups I need

These approaches haven’t given me a stable, scalable solution. The agent still tends to cap itself at ~100 rows of data.

I’m exploring whether there’s a better architectural pattern for this, for example:

Power Automate (or similar) as a middle layer

Then have the agent call that processed data source in the 

 step, instead of directly parsing the original file.

One-time or scheduled ingestion of the file into a 

Power Automate (or another automation/orchestration tool)

 as a bridge between Excel/CSV and an agent?

 (directly or via a small service) for this kind of lookup logic?

Any examples, patterns, or architectural diagrams showing how you:

 step query beyond the first 100 rows in a deterministic way

I’d really appreciate any guidance, patterns, or war stories from others who have solved similar “agent + Excel/CSV/SQL data” challenges.

Query Agent Creation

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