Excel Agent
Connect the Excel Agent to access your workbooks, reports, and manage data directly through Blockbrain's AI assistant.
What Can You Do?
Once connected, the Excel Agent lets you:
Find Workbooks & Worksheets: Search for Excel files, list all worksheets, and navigate your workbook structure.
Read & Analyze Data: Ask questions about specific tables, ranges, or cells—get summaries, extract numbers, or analyze content.
Edit & Update: Add, update, or delete rows, tables, and worksheets; update cell values and formatting.
Automate Calculations: Recalculate formulas, clear ranges, and apply formatting changes automatically.
Quick Setup
Step 1: Select Excel Agent
In any Blockbrain conversation, click the AI Model selection dropdown
Click "Show detailed AI model list"
Find and click "Excel Agent"
Look for "Configure" under the Status column
Step 2: Connect to Excel
Click "Configure"
Click the "Connect" button
Sign in with your Microsoft 365 account when prompted
Click "Accept" to allow Blockbrain to access your Excel files
Step 3: Start Using Excel
That's it! You can now ask Blockbrain about your Excel workbooks and data.
What You Can Ask
Finding Workbooks & Worksheets
"Find my sales report workbook"
"List all worksheets in the Q1 Financials file"
"Show me all tables in the Marketing Analysis sheet" Reading & Analyzing Data
"Summarize the data in the Revenue table"
"What are the key numbers in the Budget worksheet?"
"Extract all email addresses from the Contacts table"Editing & Updating
"Add a new row to the Expenses table"
"Update the value in cell B5 of the Forecast sheet"
"Delete the 'Archive' worksheet from the Operations workbook"Automating Calculations & Formatting
"Recalculate all formulas in the Annual Report workbook"
"Clear the contents of range A1:D10 in the Inventory sheet"
"Make the header row bold in the Employees table"How It Works
Your Access = Blockbrain's Access
Blockbrain can only see Excel files you can access.
If you can't open a workbook, neither can Blockbrain.
Your permissions stay exactly the same.
Safe and Secure
Your files remain in Excel/OneDrive/SharePoint.
Blockbrain reads and updates only as instructed—no unauthorized changes.
All access is logged in your organization's audit trail.
Tips for Better Results
Be Specific
False: "Find my file" Correct: "Find my budget spreadsheet from Q3 in the folder customers 2024"
Use File Types
False: "Show me documents" Correct: "Show me all Excel workbooks from last month"
Mention Locations
False: "Find the proposal" Correct: "Find the proposal worksheet in the Finance workbook"
Troubleshooting
"I can't find my worksheet"
Check if you can see the worksheet in Excel Online or OneDrive directly
If the file has been recently created/uploaded, it takes a couple of minutes to show up due to OneDrive synchronization
Try using different search terms (e.g., part of the filename, worksheet name)
The file might be in a location you don't have access to
"Permission denied" errors
Your Excel/OneDrive/SharePoint permissions may have changed
Contact your IT team to verify your access
Reconnect your agent - reconfigure the Excel Agent again like in Step 2
"No Excel files found"
You might not have any Excel files in your connected account
Check with your administrator about file access or licensing
"Unintended content was deleted/added"
Reverting back to an older version of the Excel File is possible via OneDrive -> version history
Privacy and Security
Read/Write Access: Blockbrain can only read or edit files as instructed—no unauthorized changes, deletions, or sharing. Important: When working with Excel Files, any changes made via the Excel Agent are applied directly to the file and saved automatically. Always double-check that you've selected the correct file. Consider saving a backup before editing
Your Permissions: Access is limited to what you can normally see and do in Excel/OneDrive/SharePoint
No Storage: Blockbrain doesn't store copies of your files
Common Use Cases
Data Research
Quickly find information across multiple workbooks and sheets
Compare data between different tables or files
Extract specific data points from large spreadsheets
Content Analysis
Summarize complex tables or worksheets
Identify key trends in financial or operational data
Extract action items or KPIs from project trackers
Example Conversation
You: "Find my 2023 budget workbook"
Blockbrain: "I found several workbooks named '2023 Budget' in your Excel files:
2023_Budget.xlsx (in Finance)
Budget_2023_Final.xlsx (in Shared Documents)
Q1_2023_Budget.xlsx (in Projects)
Which one would you like me to open?"
You: "Open 2023_Budget.xlsx and summarize the Expenses worksheet"
Next Steps
Want to connect more services? Try the MS Teams Agent to access your MS Teams channels, chats, and groups through Blockbrain.
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