Connect Excel to your AI agent

Productivity 54 actions available

Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables

We set up the connection using your own Excel account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Excel

Each one is a real action the agent can take on its own, the same things a person clicking around Excel could do. Read-only by default; write actions are confirmed against your policy.

  • Add Chart Add a chart to a worksheet using Microsoft Graph API.
  • Add SharePoint Worksheet Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.
  • Add Table Create a new table in a worksheet using the Microsoft Graph API.
  • Add Table Column Add a column to a table using Microsoft Graph API.
  • Add Table Row Add a row to a table using Microsoft Graph API.
  • Add Workbook Permission Tool to grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.
  • Add Worksheet Add a new worksheet to an Excel workbook using Microsoft Graph API.
  • Apply Table Filter Apply a filter to a table column using Microsoft Graph API.
  • Apply Table Sort Apply a sort to a table using Microsoft Graph API.
  • Clear Range Tool to clear values, formats, or contents in a specified worksheet range. Use when you need to reset cells before adding new data.
  • Clear Table Filter Clear a filter from a table column using Microsoft Graph API.
  • Close Excel Session Tool to close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it returns 204 for both ac…
  • Convert Table To Range Convert a table to a range using Microsoft Graph API.
  • Create Workbook Tool to create a new Excel workbook file at a specified drive path. Generates a new .xlsx file with specified worksheets and data, then uploads it to OneDrive.
  • Delete Table Column Delete a column from a table using Microsoft Graph API.
  • Delete Table Row Delete a row from a table using Microsoft Graph API.
  • Delete Worksheet Tool to delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."
  • Export Workbook to PDF Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.
  • Get Chart Axis Tool to retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.
  • Get Chart Data Labels Tool to retrieve the data labels object of a chart. Use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.
  • Get Chart Legend Tool to retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.
  • Get Range Get a range from a worksheet using Microsoft Graph API.
  • Create Excel Session Create a session for an Excel workbook using Microsoft Graph API.
  • Get SharePoint Range Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.
  • Get SharePoint Worksheet Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.
  • Get table column Tool to retrieve a specific column from a workbook table. Use when you need to fetch column properties and data by its ID or name.
  • Get workbook Tool to retrieve the properties and relationships of a workbook. Use when you need to inspect comments, names, tables, or worksheets.
  • Get Worksheet Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.
  • Get Worksheet Used Range Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter…
  • Insert Range Tool to insert a new cell range into a worksheet, shifting existing cells down or right. Use when you need to create space for new content without overwriting.
  • List Charts List charts in a worksheet using Microsoft Graph API.
  • List Chart Series Tool to list all data series in a chart. Use when you need to enumerate chart series for further analysis.
  • List Comments Tool to list comments in an Excel workbook. Use when you need to retrieve all workbook comments via Microsoft Graph API.
  • List Drive Item Children Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.
  • List Drive Files List files and folders in a drive root or specified path.
  • List Named Items List named items in a workbook using Microsoft Graph API.
  • List SharePoint Tables List tables in a SharePoint worksheet using Microsoft Graph Sites API.
  • List SharePoint Worksheets List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.
  • List Table Columns List columns in a table using Microsoft Graph API.
  • List Table Rows List rows in a table using Microsoft Graph API.
  • List Tables List tables in a worksheet using Microsoft Graph API. This action retrieves information about all tables present in a specified worksheet of an Excel file. It requires the file ID and worksheet name or ID, and can optio…
  • List Workbook Permissions Tool to list permissions set on the workbook file. Use when you need to see which users or links have access to a specific Excel file by supplying its drive and item IDs. Example: "List permissions for workbook with dri…
  • List Worksheets List worksheets in an Excel workbook using Microsoft Graph API.
  • Merge Cells Merge cells in a worksheet range using Microsoft Graph API.
  • Protect Worksheet Tool to protect a worksheet using optional protection options. Use when you need to prevent editing certain parts of a sheet before sharing. Example: "Protect 'Sheet1' to lock formatting and sorting."
  • Search Drive Files Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.
  • Sort Range Sort a range in a worksheet using Microsoft Graph API.
  • Update Chart Update a chart in a worksheet using Microsoft Graph API.
  • Update Chart Legend Tool to update formatting or position of a chart legend. Use when adjusting legend settings after confirming chart and worksheet exist.
  • Update Range Update a range in a worksheet using Microsoft Graph API.
  • Update SharePoint Range Update a range in a SharePoint worksheet using Microsoft Graph Sites API.
  • Update Table Update a table in a workbook using Microsoft Graph API.
  • Update Worksheet Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.
  • Upload Workbook from URL Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Excel account. We never see your password, and you can revoke access from Excel at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Excel questions, answered.

You sign in with your own Excel account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Excel at any time.
The actions Excel's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Excel to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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