Microsoft Excel
Spreadsheet platform via Microsoft Graph for managing workbooks, worksheets, tables, and cell data.
Three ways to use Microsoft Excel
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Microsoft Excel.
Add Table Row
Adds one or more rows to the end of a table in a workbook.
Add Worksheet
Adds a new worksheet to the end of a workbook.
Create and Close Session
Creates a workbook session for multi-call operations and closes it when done.
Delete Worksheet
Deletes a worksheet from a workbook.
Get Table Columns
Retrieves a list of table column objects from a table in a workbook.
Get Table Rows
Retrieves a list of table row objects from a table in a workbook.
Get started automating Microsoft Excel
Ready-to-use workflows
Prompts using Microsoft Excel
Weekly HubSpot pipeline snapshot to Excel and Slack
Every Monday at 8am, log this week's HubSpot pipeline into an Excel workbook and post a narrative summary to your sales Slack channel.
Daily Stripe revenue digest in Excel and Slack
Every weekday morning, append yesterday's Stripe totals to your Excel finance log and post the same numbers to your finance Slack channel.
Nightly OneDrive receipts to Excel expense log with Outlook summary
Drop receipts and invoices in OneDrive and every weekday at 11pm this agent parses them, fills your Excel expense log, and emails you a summary.
Daily Shopify order reconciliation in Excel with Slack flags
Every morning at 7am, log yesterday's Shopify orders to an Excel sheet and post a Slack flag list for cancellations, partial refunds, and high-risk orders.
Route Typeform leads to Excel, HubSpot, and Slack
Score every new Typeform response, log it to your Excel Leads Master sheet, add it to HubSpot, and ping sales in Slack with the highlights.
