Excel
Customers and team members ask questions, and your AI agent pulls live data from Excel workbooks, updates tables, and generates reports, all through natural conversation. No more emailing spreadsheet attachments or waiting for someone to look up a number. Data access becomes instant.
Your AI agent reads, writes, and manages Excel workbooks through the Microsoft Graph API, turning complex spreadsheet tasks into simple conversational requests.
Excel
See how businesses connect Excel workbooks to AI agents, turning static spreadsheets into dynamic data sources that answer questions and capture information automatically.
A prospect asks 'What's the price for 500 units of ProductX shipped to Germany?' Your AI Agent queries the pricing Excel workbook, finds the correct rate tier and shipping surcharge from different worksheets, calculates the total, and presents a detailed quote. The prospect gets an accurate price in seconds instead of waiting for a sales rep to manually cross-reference three different spreadsheets.
A website visitor fills out qualification questions through your AI agent. As the conversation progresses, the agent collects name, company, budget range, and timeline, then appends a new row to your leads Excel table with all the details. Your sales team opens the spreadsheet to find fully qualified leads organized and ready for follow-up, no CRM needed.
A customer asks 'Do you have 200 units of WidgetA in stock at your Dallas warehouse?' Your AI Agent reads the inventory tracking workbook, checks the specific warehouse column for current stock levels, and confirms availability with the exact count. If stock is low, the agent suggests alternative products from the same catalog sheet, turning a potential dead end into a sale.
Excel
FAQs
Yes. The integration supports both OneDrive and SharePoint through the Microsoft Graph API. Your agent can read ranges, list tables, update cells, and perform all operations on Excel workbooks stored in either location. You provide the site ID for SharePoint files, and the agent handles the rest.
Tars requests Files.ReadWrite, Sites.ReadWrite.All, User.Read, and offline_access scopes through OAuth. This allows the agent to read and modify Excel workbooks in your OneDrive and SharePoint. You authorize through Microsoft's standard consent flow, and you can revoke access at any time from your Microsoft account settings.
Yes. The agent can list all worksheets in a workbook, enumerate tables within each sheet, read specific ranges, and navigate between sheets. It handles named items, table columns, filtered views, and sorted data. For complex operations, the agent creates a workbook session to ensure consistent reads across multiple calls.
When the agent writes values to a range, it updates the cells specified without affecting formulas in other cells. If you write to a cell that contains a formula, the formula will be replaced with the new value. The agent can also read formula results from calculated cells without modifying them.
Copilot works inside Excel for the person using the application. Tars AI Agent works on your website, WhatsApp, or any external channel, letting your customers and team members access Excel data through conversation without ever opening the spreadsheet. It is customer-facing automation, not an in-app productivity tool.
Yes. The agent can create new Excel workbooks with specified worksheet names and initial data, then upload them to your OneDrive or SharePoint. This is useful for generating reports, compiling conversation data into structured formats, or creating custom documents on the fly for customers.
The Microsoft Graph API handles concurrency through workbook sessions. The agent can create a persistent session that locks the file for consistent reads and writes, or use a non-persistent session that works alongside other editors. You configure which behavior fits your workflow.
Microsoft Graph API has a 5MB request payload limit per call. For very large workbooks, the agent reads specific ranges rather than entire sheets, which is more efficient and faster. Table row pagination is supported for large datasets, so the agent can iterate through thousands of rows as needed.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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