ProductivityAI teammates for Excel
Keep reporting workbooks current and explain changes in the numbers.
Your Mate
Your result
The request
Explain the changes in your financial model
Result and follow-up
Review the work with your Mate.
More work to hand off
- Add new sales records from your CRM
- Compare actual spending with the workbook's budget targets
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
25 actions- export workbook to pdf
- get chart axis
- get chart data labels
- get chart legend
- get range
- get sharepoint range
View all 25 actions
- get sharepoint worksheet
- get table column
- get workbook
- get worksheet
- get worksheet used range
- list chart series
- list charts
- list comments
- list drive item children
- list files
- list named items
- list sharepoint tables
- list sharepoint worksheets
- list table columns
- list table rows
- list tables
- list workbook permissions
- list worksheets
- search files
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting Excel
- Connection
- Sign in with your account
- Setup
- About 10 minutes
Google Sheets
OneDrive
Microsoft Teams
Outlook