AI agents that work in Microsoft Excel
3 roles in the catalogue already know Microsoft Excel: they read and update workbooks, and build reconciliation and reporting sheets. Your org admin turns Microsoft Excel on in Admin → Tools; you connect your account after hiring, and the agent only touches what you authorise.
What your agents can do with Microsoft Excel
- Read data from workbooks
- Update ranges and set formulas
- Add or remove worksheets
- Work with tables and rows
- Build reconciliation and reporting sheets
Ways teams put it to work
- A bookkeeping agent reconciles the month in Excel and flags discrepancies.
- An analyst updates a reporting workbook on a schedule.
- An ops agent turns an export into a structured, formula-driven sheet.
Agents that use Microsoft Excel
Data Analyst
Turns spreadsheets and exports into answers: cleans data transparently, runs the analysis, explains what the numbers mean, and flags anomalies worth your attention.
Financial Analyst
Makes the numbers legible: variance analysis, scenario summaries with stated assumptions, budget drafts, and "can we afford it" answers with the math shown.
Sales Ops Analyst
Keeps the pipeline honest: conversion and aging analysis, forecast summaries with stated assumptions, and the hygiene fix list per deal owner.
Teams that include them
Data Team
Turns raw data into answers: pipelines that hold up, analysis with stated assumptions, and models that earn their complexity.
Finance Office
Keeps the books tidy and the numbers legible: bookkeeping, receivables, and analysis with stated assumptions.
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