Excel Agent

Overview

• Search and retrieve Excel workbooks stored in OneDrive or SharePoint through Blockbrain

• Read, update, and analyze data within Excel worksheets and tables

• Extract and summarize spreadsheet content for reporting or AI analysis

• Access workbook properties and file metadata

• Automate data processing and reporting workflows using Excel files

Prerequisites

• Complete the general setup steps from the main AI Agents page

• Ensure users have active Microsoft 365 accounts with access to OneDrive or SharePoint

• Verify appropriate Microsoft 365 or Office licensing for Excel Online and file access

Azure App Registration Configuration

Required API Permissions

Add the following Microsoft Graph permissions to your app registration:

For Excel-specific operations, the most relevant permissions are Files.Read, Files.ReadWrite, and Sites.Selected, as these control access to Excel workbooks stored in OneDrive or SharePoint.

Redirect URL

• Add https://nango.theblockbrain.ai/oauth/callback as allowed redirect URL to your app registration

Permission Configuration Steps

1. In your Azure app registration, go to API permissions

2. Click "Add a permission" > Microsoft Graph > Delegated permissions

3. Search for and select each required permission

4. Click "Add permissions"

5. Click "Grant admin consent" (recommended for organization-wide deployment)

Agent Configuration in Blockbrain

1. Access Agent Settings:

   • Navigate to your Blockbrain admin panel

   • Go to Agents > Excel Agent

   • Click "Configure"

2. Enter Azure Credentials:

   • Client ID: Enter the Application ID from your Azure app registration

   • Client Secret: Paste the client secret you generated

   • Tenant: Enter your Azure tenant ID

3. Configure OAuth Scopes:

   • Add each required scope individually using the "Add" button as mentioned here

   • Each scope will appear as a removable tag

   • Use the "X" button to remove incorrect scopes

4. Additional Configuration (Optional):

   • Add custom key-value pairs if needed for specific requirements

   • Configure any organization-specific settings

5. Save Configuration:

   • Click "Save" to apply the settings

   • Wait for the confirmation message

Alternative: Admin Consent Configuration

For simplified scope management with admin pre-approval:

1. In Azure, grant admin consent for all required permissions

2. In Blockbrain configuration, use .default scope instead of individual scopes

3. This eliminates the need for users to consent to individual permissions

Testing the SharePoint Agent

Verification Steps

1. Connection Test:

   • Use the built-in connection test in Blockbrain

   • Verify successful authentication with Microsoft Graph

2. User Testing:

   • Have a test user connect their Microsoft account

   • Attempt to access a known Excel file in OneDrive or SharePoint

   • Verify file retrieval, worksheet access, and data read/write functionality

3. Permission Validation:

   • Check that the agent can access the appropriate Excel files and locations

   • Confirm read and write permissions are working correctly

Common Excel Integration Use Cases

• Workbook Search: Find Excel files across OneDrive and SharePoint

• Data Extraction: Access and analyze data from specific worksheets or tables

• File Editing: Update or write data to Excel workbooks

• Metadata Retrieval: Extract workbook properties and file metadata

Troubleshooting

Authentication Issues

Problem: "Access denied" or authentication failures

• Solution: Verify admin consent is granted for all required permissions

• Check: Ensure the redirect URL is exactly https://nango.theblockbrain.ai/oauth/callback

Permission Errors

Problem: "Insufficient privileges" when accessing Excel files

• Solution: Confirm the app registration has Files.Read, Files.ReadWrite, and Sites.Selected permissions

• Check: Verify the user has access to the relevant OneDrive or SharePoint locations

Scope Configuration Issues

Problem: Scopes not saving correctly

• Solution: Add each scope individually using the "Add" button

• Check: Remove any duplicate or incorrect scopes using the "X" button

Security Considerations

• File Access: The agent inherits the user's Microsoft 365 file permissions

• Location Scope: Access is limited to files and sites the authenticated user can access

• Data Privacy: Files are processed according to Blockbrain's data handling policies

• Audit Trail: Excel file access is logged in both Azure AD and Microsoft 365 audit logs

Next Steps

After successful Excel Agent configuration:

• Train users on Excel integration features

• Configure additional agents (e.g., SharePoint, Outlook) if needed

• Monitor usage and performance through Azure AD reports