--- title: "Excel Manager: How to integrate Excel Manager with your AI Agents and what the integration can be used for" last_updated: "2026-07-13T10:58:43.139Z" category: "Connecting Your Integrations" canonical_url: "https://maybeclients.com/h/maybe/excel-manager-how-to-integrate-excel-manager-with-your-ai-agents-and-what-the-in" help_centre: "Maybe* Help Centre" --- # Excel Manager: How to integrate Excel Manager with your AI Agents and what the integration can be used for This guide shows you how to connect the Microsoft Excel integration so you can use the Excel Manager AI Agent inside Maybe*. You’ll learn how to find the integration, sign in, approve permissions, and confirm you’re ready to start using Excel with your AI Agents. ## What is Excel Manager? Excel Manager is an AI Agent experience in Maybe* that relies on the Microsoft Excel integration to securely connect your Excel account. Once connected, your AI Agents and Automation Workflows can work with Excel files as part of your day-to-day processes. ## Key Features - Connects your Microsoft Excel account to Maybe* so AI Agents can work with spreadsheets - Secure sign-in flow with optional email verification codes - Permission-based access you choose whether to approve access - Enables Excel-based actions inside AI Agents after connection ## Example Use Cases - Automate reporting updates: keep a spreadsheet up to date after an Automation Workflow runs e.g., weekly figures, pipeline totals . - Operational tracking: use an AI Agent to maintain trackers e.g., tasks, stock lists, project logs in Excel. - Data handover between teams: capture structured outputs from AI Agents and store them in Excel for wider sharing and auditing. ## Getting Started ### How to Integrate Excel Manager 1. Log in to Maybe. 1. In the top-left menu, select Configure. 1. On the Configure page, use the search bar and type Excel. 1. Find the Microsoft Excel integration in the results. 1. Click Connect. 1. In the pop-up window, click the blue Connect button again. 1. When prompted, log in to your Microsoft account: - Enter your email address - Click Next 1. If you’re asked to verify the connection via email: - Request the code/notification the transcript references a Send notification button - Complete verification using the code sent to your email 1. Review the permissions screen and click Accept to allow Maybe* to access the required Excel information. 1. Once accepted, your account should show as connected. ### How to Use Excel Manager in Maybe* After the Microsoft Excel integration is connected: 1. Open or select the Excel Manager Agent in Maybe*. 1. Run your AI Agent or include it in an Automation Workflow where Excel access is required. 1. If the Agent prompts you to choose a file or workbook, make sure you are signed into the correct Microsoft account the one you connected during setup . --- ## How to use Microsoft Excel and your AI Agents Once connected, your AI Agents can use Excel as a “system of record” for structured data, reporting, and operational workflows. Practical scenarios you can run right away - Daily/weekly KPI update + summary: your AI Agent writes fresh numbers into a KPI workbook, recalculates formulas, then produces a short narrative summary for your team. - Lead/ops tracker upkeep: when new requests come in from chat, email, or forms , your AI Agent appends a new row to an Excel table e.g., “New Requests” , assigns a status, and keeps everything consistent. - Data cleaning + standardisation: your AI Agent reviews a worksheet’s used range, fixes obvious issues blank required fields, inconsistent casing, date formats , and flags exceptions for a human review. - “Single source” reporting for multiple teams: one workbook holds the master data; your AI Agent updates charts/tables and keeps a “Report” sheet presentation-ready headers, column widths, number formats . - Controlled edits with an approval step: your AI Agent proposes changes e.g., new rows/updated values and only writes them into the workbook after you approve the plan. Benefits - Faster updates to shared trackers and reports - Fewer copy/paste errors - More reliable handoffs your AI Agent can follow a consistent structure every time --- ## How your AI Agent can use this integration Below are the plugins currently available for the Microsoft Excel integration that your AI Agent can use. ### Excel plugins available - ListMsExcelDriveItems: Lists Excel files and folders from OneDrive root or a specific folder . - GetMsExcelDriveItem: Fetches metadata for an Excel file or folder by item ID or path. - CreateMsExcelFile: Creates a new empty .xlsx workbook in OneDrive/SharePoint. - SyncMsExcelDriveChanges: Tracks changes to Excel items in OneDrive using delta sync. - ListMsExcelWorkbookVersions: Lists version history for an Excel workbook. - DownloadMsExcelWorkbookVersion: Provides a download URL for a specific historical workbook version. - RestoreMsExcelWorkbookVersion: Restores a selected workbook version as the current version. - ConvertMsExcelWorkbookToPdf: Exports an Excel workbook to PDF. Sessions & workbook discovery - CreateMsExcelSession: Opens a workbook session persistent or non-persistent for efficient edits. - CloseMsExcelSession: Closes an active workbook session. - GetMsExcelWorkbookStructure: Retrieves worksheets, tables, and named ranges in one call. - ListMsExcelWorksheets: Lists all worksheets in a workbook. - GetMsExcelWorksheet: Retrieves a single worksheet’s properties. Worksheets & ranges read/write - AddMsExcelWorksheet: Creates a new worksheet in a workbook. - RenameMsExcelWorksheet: Renames an existing worksheet. - DeleteMsExcelWorksheet: Deletes a worksheet Excel requires at least one visible sheet . - GetMsExcelUsedRange: Reads the used range of a worksheet values, formulas, formats . - GetMsExcelRange: Reads a specific range byundefinedaddress. - SetMsExcelRangeValues: Writes values into a specific range 2D array must match the address size . - SetMsExcelRangeFormulas: Writes formulas into a range undefinedformula syntax . - ClearMsExcelRange: Clears contents and/or formats in a range. - MergeMsExcelRange: Merges cells in a range. - UnmergeMsExcelRange: Unmerges previously merged cells. Formatting, calculation, and layout - FormatMsExcelRange: Updates alignment, number formats, and/or protection for a range. - FormatMsExcelRangeFont: Updates font styling bold, size, colour, etc. for a range. - FormatMsExcelRangeFill: Updates cell fill/background colour for a range. - AutofitMsExcelRangeColumns: Auto-sizes columns to fit content. - AutofitMsExcelRangeRows: Auto-sizes rows to fit content. - CalculateMsExcelWorkbook: Triggers workbook recalculation dirty cells only or full . Charts & comments - AddMsExcelChart: Creates a chart on a worksheet from source data. - ListMsExcelCharts: Lists charts on a worksheet. - GetMsExcelChart: Reads a chart’s properties and title . - UpdateMsExcelChart: Updates chart title, position/size, and/or source data. - DeleteMsExcelChart: Deletes a chart from a worksheet. - AddMsExcelComment: Adds a comment anchored to a cell creation uses a beta endpoint . - ListMsExcelComments: Lists workbook comments. - DeleteMsExcelComment: Deletes a workbook comment by ID. Functions, named ranges, and tables - CallMsExcelFunction: Runs an Excel function server-side returns a value; doesn’t write to cells . - AddMsExcelNamedItem: Creates a workbook-scoped named range/constant. - ListMsExcelNamedItems: Lists named items in the workbook. - AddMsExcelTable: Creates an Excel table from a worksheet range. - ListMsExcelTables: Lists all tables in a workbook. - GetMsExcelTable: Fetches a table’s properties name, style, flags . - GetMsExcelTableRange: Reads the full range backing a table headers + body + totals where present . - ListMsExcelTableColumns: Lists columns in a table with indexes . - ListMsExcelTableRows: Lists table rows body rows only . - AddMsExcelTableRows: Appends or inserts rows into a table. - SortMsExcelTable: Applies a sort to a table by column index. - ClearMsExcelTableFilters: Clears filters on a table.