What can Relevance AI agents do with Microsoft Excel?

Relevance AI includes 12 pre-built Microsoft Excel tool steps, such as Update Worksheet Tablerow, Update Cell, Get Table Rows. Agents can also reach any other Microsoft Excel endpoint with an authenticated API call.

How do I connect Microsoft Excel to Relevance AI?

Open Integrations in Relevance AI, add Microsoft Excel, and sign in to Microsoft Excel to approve access.

Do I need to write code to use the Microsoft Excel integration?

No. You connect the account once, then add a Microsoft Excel tool step to a tool and give it to an agent.

Microsoft Excel integration

You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

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What your agents can do with Microsoft Excel

12 pre-built Microsoft Excel tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.

Actions (8)

Update Worksheet Tablerow

Update the properties of tablerow object. (Only for work or school account).

Update Cell

Update the value of a specific cell in an Excel worksheet.

Get Table Rows

Retrieve rows from a specified table in an Excel worksheet.

Get Spreadsheet

Get the values of a specified Excel worksheet.

Get Columns

Get the values of the specified columns in an Excel worksheet.

Find Row

Find a row by column and value in an Excel worksheet.

Add Row

Insert a new row into a specified Excel worksheet.

Add a Worksheet Tablerow

Adds rows to the end of specific table.

Triggers (4)

New Row Added

Emit new event when when a new row is added to an Excel worksheet.

New Spreadsheet Updated (Instant)

Emit new event when an Excel spreadsheet is updated.

New Spreadsheet Created (Instant)

Emit new event when a new Excel spreadsheet is created.

New Cell Value Changed

Emit new event when when a specific cell's value changes in an Excel worksheet.

Set up Microsoft Excel in Relevance AI

Do this once. Every agent in your workspace can then use the connection.

Create a Relevance AI account

Connect your Microsoft Excel account

In Relevance AI, open Integrations and add Microsoft Excel. You will be sent to Microsoft Excel to sign in and approve access, and the connection is stored against your workspace.