An AI Agent For Microsoft Excel That Keeps Your Workbooks Current
Spreadsheets run a lot of small businesses and updating them is tedious. The agent opens your workbooks in OneDrive or SharePoint, makes the edits you describe and explains what it changed.
From $10/month 30 days free No credit card
What Your Agent Does In Microsoft Excel
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Updates Sheets From Messages
Tell it that the Harper order shipped on Tuesday and it finds the row in your tracker and fills in the date and status.
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Fixes Formulas And Layouts
It finds a SUM that skips a row or a column of dates stored as text, fixes it and tells you which cells it touched.
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Builds Summaries
Point it at a sales workbook and it adds a summary sheet with totals by region and month, leaving the raw data alone.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Microsoft Excel for you, with your own login, and reports back in the thread.
- Update the shipping tracker: the Harper order went out on Tuesday.
- Why does the total on the Budget sheet not match the monthly tabs?
- Add a summary sheet with sales by region from the Q-sales workbook.
Use Microsoft Excel With Octopus Prime
- Open Settings › Connections, choose Microsoft Excel and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Microsoft Excel for you without ever seeing your password.
- Choose which agents can use Microsoft Excel: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Microsoft Excel And Your Agents
Can the agent open any workbook on my computer?
No. It works with workbooks in the OneDrive or SharePoint account you connected, not files that live only on your computer.
Will it overwrite my data?
It says which cells it will change first, keeps your original values in a note and waits for your OK before overwriting existing data.
Does my agent see my Microsoft Excel password?
No. Your Microsoft Excel login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Microsoft Excel, at any time in Settings.
More Docs, Files And Data Apps
All Docs and files Apps-
Notion
Notes into tasks, questions answered, updates drafted. -
Airtable
Records added, updated, merged and explained. -
Google Drive
Files found, filed, checked and cleaned up. -
Dropbox
Files found, filed and collected from clients. -
DocuSign
Agreements sent from templates and tracked to done. -
Confluence
Team pages written and kept current.
Put An Agent To Work In Microsoft Excel. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Microsoft Excel is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
