Add Excel to your AI agent
Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables
- Things your agent can do in Excel
- 55
Things your AI can do in Excel
Your FormWise AI can handle any of these in Excel — on its own, without you needing to click a button.
Add Table
PopularCreate a new table in a worksheet using the Microsoft Graph API.
Add Workbook Permission
PopularTool to grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.
Create Excel Session
PopularCreate a session for an Excel workbook using Microsoft Graph API.
Insert Range
PopularTool to insert a new cell range into a worksheet, shifting existing cells down or right. Use when you need to create space for new content without overwriting.
List Table Columns
PopularList columns in a table using Microsoft Graph API.
Search Drive Files
PopularTool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.
Who Am I
PopularReturn the identity (email, name) of the connected Excel (Microsoft) account.
Add Chart
Add a chart to a worksheet using Microsoft Graph API.
Add SharePoint Worksheet
Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.
Add Table Column
Add a column to a table using Microsoft Graph API.
Add Table Row
Add a row to a table using Microsoft Graph API.
Add Worksheet
Add a new worksheet to an Excel workbook using Microsoft Graph API.
Show 43 more things it can do
Apply Table Filter
Apply a filter to a table column using Microsoft Graph API.
Apply Table Sort
Apply a sort to a table using Microsoft Graph API.
Clear Range
Tool to clear values, formats, or contents in a specified worksheet range. Use when you need to reset cells before adding new data.
Clear Table Filter
Clear a filter from a table column using Microsoft Graph API.
Close Excel Session
Tool to close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it returns 204 for both active and already-closed sessions. This action validates the session first and returns an error for invalid or already-closed sessions to provide clearer user feedback. The validation uses refreshSession which is the only API endpoint that can detect closed sessions.
Convert Table To Range
Convert a table to a range using Microsoft Graph API.
Create Workbook
Tool to create a new Excel workbook file at a specified drive path. Generates a new .xlsx file with specified worksheets and data, then uploads it to OneDrive.
Delete Table Column
Delete a column from a table using Microsoft Graph API.
Delete Table Row
Delete a row from a table using Microsoft Graph API.
Delete Worksheet
Tool to delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."
Export Workbook to PDF
Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.
Get Chart Axis
Tool to retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.
Get Chart Data Labels
Tool to retrieve the data labels object of a chart. Use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.
Get Chart Legend
Tool to retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.
Get Range
Get a range from a worksheet using Microsoft Graph API.
Get SharePoint Range
Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.
Get SharePoint Worksheet
Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.
Get table column
Tool to retrieve a specific column from a workbook table. Use when you need to fetch column properties and data by its ID or name.
Get workbook
Tool to retrieve the properties and relationships of a workbook. Use when you need to inspect comments, names, tables, or worksheets.
Get Worksheet
Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.
Get Worksheet Used Range
Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.
List Chart Series
Tool to list all data series in a chart. Use when you need to enumerate chart series for further analysis.
List Charts
List charts in a worksheet using Microsoft Graph API.
List Comments
Tool to list comments in an Excel workbook. Use when you need to retrieve all workbook comments via Microsoft Graph API.
List Drive Item Children
Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.
List Drive Files
List files and folders in a drive root or specified path.
List Named Items
List named items in a workbook using Microsoft Graph API.
List SharePoint Tables
List tables in a SharePoint worksheet using Microsoft Graph Sites API.
List SharePoint Worksheets
List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.
List Table Rows
List rows in a table using Microsoft Graph API.
List Tables
List tables in a worksheet using Microsoft Graph API. This action retrieves information about all tables present in a specified worksheet of an Excel file. It requires the file ID and worksheet name or ID, and can optionally use a session ID for workbook operations.
List Workbook Permissions
Tool to list permissions set on the workbook file. Use when you need to see which users or links have access to a specific Excel file by supplying its drive and item IDs. Example: "List permissions for workbook with drive_id 'b!abc123' and item_id '0123456789abcdef'."
List Worksheets
List worksheets in an Excel workbook using Microsoft Graph API.
Merge Cells
Merge cells in a worksheet range using Microsoft Graph API.
Protect Worksheet
Tool to protect a worksheet using optional protection options. Use when you need to prevent editing certain parts of a sheet before sharing. Example: "Protect 'Sheet1' to lock formatting and sorting."
Sort Range
Sort a range in a worksheet using Microsoft Graph API.
Update Chart
Update a chart in a worksheet using Microsoft Graph API.
Update Chart Legend
Tool to update formatting or position of a chart legend. Use when adjusting legend settings after confirming chart and worksheet exist.
Update Range
Update a range in a worksheet using Microsoft Graph API.
Update SharePoint Range
Update a range in a SharePoint worksheet using Microsoft Graph Sites API.
Update Table
Update a table in a workbook using Microsoft Graph API.
Update Worksheet
Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.
Upload Workbook from URL
Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Excel is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Excel, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Excel for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Excel work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Excel to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Excel in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Excel.
- 3
Hit "Connect"
Click "Connect Excel" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Excel
Build a quick AI Agent (it's like writing instructions, not code), and pick the Excel actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Excel for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Excel workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Excel users had before signing up
Do I need to know how to code?
Not even a little. If you can use Excel today, you can set this up. You'll connect Excel, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Excel login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Excel or delete everything any time.
What happens when Excel updates their app?
We handle it. When Excel adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Excel takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Excel — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Excel on FormWise
Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables
Connect Excel once and your FormWise AI gets 55 things it can do inside it. That means your AI can handle the Excel work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Excel? Take a look at excel.cloud.microsoft/en-us.
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Stop doing the Excel work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
