Microsoft Excel integration for AI agents
Microsoft Excel is the spreadsheet of Microsoft 365, used in nearly every company for financial controls, reports, budgets, records and analysis. The agent reads and writes Excel spreadsheets stored in OneDrive or SharePoint through the Microsoft Graph API, using a native connector.
What AI agents do with Microsoft Excel
A control sheet that is always current
The orders or contracts sheet that the team keeps by hand is now updated by the agent with data from the ERP and the CRM. People keep using the same file they always have.
Budget versus actual at close
At month-end, the agent fills in the actuals tab from the general ledger and flags the rows with a variance above the threshold. The controller gets the explanations to investigate.
Supplier spreadsheet imported without errors
Price tables arrive in Excel in different formats, and the agent standardizes columns, units and codes before importing them into the system. Rows that do not match go back for review.
Management report delivered in Teams
Every Monday the agent generates the week's version of the report, saves it to SharePoint and posts the link in the leadership channel. Questions about the numbers are answered in the same conversation.
Connect Microsoft Excel once. The agents use it within your rules.
- Native connectorIt comes ready in the iTeam catalog: you authorize access and the agent starts using it.
- Each agent gets the right accessYou decide what each agent can read or do in Microsoft Excel, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Microsoft Excel and what it cost, all on record.
Ready-made AI teams for this work
Management reporting team
Revenue, margin, pipeline and cash in one report, built from your systems, with a short note on what changed and why.
Inventory planning team
Stock, sales and lead times are checked every day. You get a reorder list per SKU and a warning about what is not selling.
Procurement and quotes team
Requests go out to suppliers, quotes come back into one table, and the approver sees price, terms and past orders before saying yes.
Logistics and deliveries team
Routes, drivers and delivery status in one place, with customers told about delays before they have to ask.
Often used together with Microsoft Excel
Questions about Microsoft Excel and AI agents
Does iTeam integrate with Excel?
Yes. Excel is a native iTeam connector, linked through Microsoft Graph to spreadsheets stored in OneDrive or SharePoint.
Does the agent access all of the company's files?
No. You define the folders and spreadsheets it can use, and Microsoft 365 permissions continue to apply.
Does it work with a file saved only on a computer?
For the agent to work, the spreadsheet must be in OneDrive or SharePoint. Local files can be moved there during deployment.
