Microsoft Excel

Microsoft Excel is a powerful spreadsheet application that enables agents to read, write, and manage workbook data, worksheets, tables, charts, and file permissions through the Microsoft Graph API.

Setup

1. In Agent Studio, go to Tools → Microsoft Excel → Connect
2. Sign in with your Microsoft account and authorize access
3. Review the requested permissions and click Allow

Available actions

Action	Description
EXCEL_ADD_CHART	Add a chart to a worksheet using the Microsoft Graph API.
EXCEL_ADD_SHAREPOINT_WORKSHEET	Add a new worksheet to a SharePoint Excel workbook.
EXCEL_ADD_TABLE	Create a table in a workbook.
EXCEL_ADD_TABLE_COLUMN	Add a column to an existing table.
EXCEL_ADD_TABLE_ROW	Add a row to an existing table.
EXCEL_ADD_WORKBOOK_PERMISSION	Grant access to a workbook by inviting recipients with specified roles.
EXCEL_ADD_WORKSHEET	Add a new worksheet to an Excel workbook.
EXCEL_APPLY_TABLE_FILTER	Apply a filter to a table column.
EXCEL_APPLY_TABLE_SORT	Apply a sort to a table.
EXCEL_CLEAR_RANGE	Clear values, formats, or contents in a specified worksheet range.
EXCEL_CLEAR_TABLE_FILTER	Clear a filter from a table column.
EXCEL_CLOSE_SESSION	Close an existing Excel workbook session to release workbook locks.
EXCEL_CONVERT_TABLE_TO_RANGE	Convert a table back to a plain cell range.
EXCEL_CREATE_WORKBOOK	Create a new workbook file at a specified OneDrive path.
EXCEL_DELETE_TABLE_COLUMN	Delete a column from a table.
EXCEL_DELETE_TABLE_ROW	Delete a row from a table by index.
EXCEL_DELETE_WORKSHEET	Delete a worksheet from a workbook.
EXCEL_GET_CHART_AXIS	Retrieve a specific axis from a chart, including min, max, and interval properties.
EXCEL_GET_CHART_DATA_LABELS	Retrieve the data labels object of a chart, including position and visibility settings.
EXCEL_GET_CHART_LEGEND	Retrieve the legend object of a chart, including visibility and formatting details.
EXCEL_GET_RANGE	Get the values and properties of a cell range from a worksheet.
EXCEL_GET_SESSION	Create a persistent session for an Excel workbook.
EXCEL_GET_SHAREPOINT_RANGE	Get a cell range from a worksheet stored in SharePoint.
EXCEL_GET_SHAREPOINT_WORKSHEET	Get a worksheet by name or ID from a SharePoint Excel workbook.
EXCEL_GET_TABLE_COLUMN	Retrieve a specific column from a workbook table by ID or name.
EXCEL_GET_WORKBOOK	Retrieve the properties and relationships of a workbook, including worksheets and tables.
EXCEL_GET_WORKSHEET	Get a worksheet by name or ID from an Excel workbook.
EXCEL_INSERT_RANGE	Insert a new cell range into a worksheet, shifting existing cells down or right.
EXCEL_LIST_CHARTS	List all charts in a worksheet.
EXCEL_LIST_CHART_SERIES	List all data series in a chart.
EXCEL_LIST_COMMENTS	List all comments in an Excel workbook.
EXCEL_LIST_FILES	List files and folders in a OneDrive root or specified folder path.
EXCEL_LIST_NAMED_ITEMS	List all named items (named ranges and constants) in a workbook.
EXCEL_LIST_SHAREPOINT_TABLES	List all tables in a SharePoint worksheet.
EXCEL_LIST_SHAREPOINT_WORKSHEETS	List all worksheets in an Excel workbook stored in SharePoint.
EXCEL_LIST_TABLE_COLUMNS	List all columns in a table.
EXCEL_LIST_TABLE_ROWS	List all rows in a table.
EXCEL_LIST_TABLES	List all tables in a worksheet.
EXCEL_LIST_WORKBOOK_PERMISSIONS	List all permissions set on a workbook file.
EXCEL_LIST_WORKSHEETS	List all worksheets in an Excel workbook.
EXCEL_MERGE_CELLS	Merge a specified range of cells in a worksheet.
EXCEL_PROTECT_WORKSHEET	Protect a worksheet with optional granular protection options.
EXCEL_SORT_RANGE	Sort a cell range in a worksheet by specified fields.
EXCEL_UPDATE_CHART	Update a chart’s name, position, or dimensions in a worksheet.
EXCEL_UPDATE_CHART_LEGEND	Update the formatting or position of a chart legend.
EXCEL_UPDATE_RANGE	Write new values to a cell range in a worksheet.
EXCEL_UPDATE_SHAREPOINT_RANGE	Write new values to a cell range in a SharePoint worksheet.
EXCEL_UPDATE_TABLE	Update a table’s name, style, or header and totals visibility.
EXCEL_UPDATE_WORKSHEET	Update a worksheet’s name or position in a workbook.

Adding to an agent

1. Open your agent in Agent Studio → Agent Builder
2. Go to Tools and enable Microsoft Excel
3. Select only the actions your agent needs
4. Set auth mode: Shared (agent acts on one account) or Per-user (each end-user connects their own account)

Example use cases

Automated report generation: An agent reads sales data from a database, writes the results into a worksheet using EXCEL_UPDATE_RANGE, creates a chart with EXCEL_ADD_CHART, and shares the workbook with stakeholders via EXCEL_ADD_WORKBOOK_PERMISSION.

Data pipeline output: An agent processing survey responses appends new rows to a tracking table with EXCEL_ADD_TABLE_ROW and applies filters using EXCEL_APPLY_TABLE_FILTER to keep only records that meet specific criteria.

SharePoint workbook management: An agent maintains project tracking spreadsheets in SharePoint by adding worksheets with EXCEL_ADD_SHAREPOINT_WORKSHEET, updating ranges with EXCEL_UPDATE_SHAREPOINT_RANGE, and listing worksheets with EXCEL_LIST_SHAREPOINT_WORKSHEETS to confirm the structure is correct.