Microsoft Excel is a powerful spreadsheet application that allows users to create, manage, and analyze data. With Relevance AI, you can elevate your Excel experience by leveraging AI Agents to automate processes and unlock deeper insights from your data.
Microsoft Excel provides robust data manipulation and management features. Relevance AI amplifies these capabilities by enabling AI Agents to automate complex tasks and derive insights from your data effortlessly.
Automated Data Orchestration
The agent seamlessly coordinates data flows across multiple Excel workbooks, ensuring real-time synchronization and accuracy.
Natural Language Processing Mastery
Users can interact with Excel through conversational commands, making complex operations accessible to everyone.
Workflow Automation Excellence
Repetitive Excel tasks are automated with precision, reducing manual effort and eliminating human error.
Relevance AI seamlessly integrates with Microsoft Excel, allowing you to enhance your data workflows with intelligent capabilities.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Microsoft Excel spreadsheet
- A Relevance AI account with access to your project and datasets
- Authorization (you'll connect securely through the Excel add-in—no sensitive info stored manually)
Security & Reliability
This integration enables seamless interaction with Microsoft Excel workbooks stored in OneDrive for Business, SharePoint sites, or Group drives through Relevance AI's platform. It provides capabilities to read, modify, and manage Excel data programmatically, making it ideal for automation workflows and data management tasks.
Key benefits include automated Excel data manipulation, secure OAuth-based authentication, support for complex worksheet operations, and real-time data synchronization.
To get started, ensure you have a Microsoft Account with Excel Online access, a Relevance AI account, and OAuth credentials for Microsoft Excel API access. An active Microsoft 365 subscription and network access to Microsoft Graph API endpoints are also required.
When setting up, configure OAuth authentication and initialize the API connection to interact with your Excel data. For example, to add a new table row, you can use a simple API call with the required payload, and expect a response indicating the success of the operation.
Common issues such as authentication errors, permission issues, and data format errors can be resolved by refreshing tokens, ensuring proper permissions, and validating input data formats. Implementing best practices like error handling, rate limiting, and data validation will enhance the reliability of your integration.
For further assistance, refer to the Microsoft Graph API Documentation, Excel REST API Reference, and OAuth Authentication Guide to ensure a smooth integration experience.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Microsoft Excel + Relevance AI integration without writing code:
- Start with a well-structured workbook: Use clear sheet names and consistent data formats to facilitate easier data manipulation.
- Utilize pre-built functions: Relevance AI provides templates for common tasks like adding, updating, or retrieving data—perfect for quick implementation.
- Connect securely: Ensure you authenticate with the correct Microsoft account and grant necessary permissions during setup.
- Test your API calls: Validate your requests with sample data before applying changes to live workbooks to minimize errors.
- Monitor API usage: Be aware of rate limits and implement strategies like caching to optimize performance and avoid throttling.
