What can an AI teammate do with Excel?

An Excel AI teammate can list your workbooks, read worksheets and tables, pull data from specific cell ranges, append new rows, update cells, and create new sheets - all via Microsoft Graph. It handles data-heavy tasks like daily reporting, budget tracking, and cross-tool data sync automatically. Write actions always require your approval.

Does this work with desktop Excel or only Microsoft 365?

It works with workbooks stored in OneDrive or SharePoint via the Microsoft Graph API. Files saved only to a local disk are not accessible until synced to the cloud.

Can my teammate modify formulas or just values?

Your teammate can read and write cell values, including formula strings. Updating a cell with a formula string will recalculate it in Excel. Complex formula authoring should be reviewed before applying.

How is an Excel AI teammate different from Power Automate?

Power Automate runs fixed if-then flows. An Excel AI teammate reasons about your data: it reads context, decides what to update, writes summaries in plain language, and can act across other tools like Slack or Outlook in the same run.

Productivity

AI Teammate for Excel

An AI teammate that reads, analyzes, and updates your Excel workbooks.

Your AI teammate for Excel reads worksheets, runs calculations, and updates data in your workbooks via Microsoft 365. A powerful AI assistant for spreadsheet automation, financial reporting, and data-driven workflows. Write actions always require your approval.

Excel is where most business data actually lives. A teammate that reads and writes your workbooks directly means no manual exports, no copy-paste, and no stale reports.

Connect Excel Visit Excel

What your AI teammate can do with Excel

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list workbooks

Find Excel files in your OneDrive or SharePoint

get worksheet

Read the contents and structure of a specific sheet

read table data

Fetch rows and columns from a named table

read cell range

Pull values from a specific cell range

Write actions (require approval)

update cells

Write data to a specific cell range in a workbook

add row to table

Append a new row to an existing Excel table

create worksheet

Add a new sheet to an existing workbook

Example workflows with Excel

Real tasks you can run on a schedule or on demand.

task

read a financial model and summarize key metrics in a weekly Slack report

task

append new rows to a sales tracker from CRM or email data on a daily schedule

task

pull actuals from an Excel sheet and compare against budget targets

task

generate a new reporting sheet from raw data with formatted summaries

How to connect Excel

Create a free m8tes account.

Connect Excel

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Excel. It handles the rest.

Excel AI teammate: FAQ

Common questions about using an AI teammate with Excel.

Build an AI teammate for Excel

Connect Excel to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Excel alongside your other tools.

Related integrations

Teams that use Excel also connect these.

Google Sheets

Productivity

OneDrive

Productivity

Microsoft Teams

Communication

Outlook

Communication

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