All integrations
Microsoft · Documents and files
Excel
Agents find your workbooks, read their sheets, tables and charts, and fill in cells and rows. Clearing cells, deleting sheets or rows and sharing a workbook wait for a person.
Live
What an agent can do at each level.
You set a level for each team on each account, and you can give any agent its own setting on top. Every account starts at No access, and each level includes everything in the one before it. If an agent reads something it can’t trust, like an email or a web page, it drops one level until that task ends.
Can read
Reads and searches. Changes nothing.List your Excel workbooks in OneDriveexcel.list_files
See the worksheets in a workbookexcel.list_worksheets · sharepoint_list_worksheets
Read a block of cellsexcel.read_range · sharepoint_read_range
List the tables in a worksheet and read their rowsexcel.list_tables · read_table
See named ranges and chartsexcel.list_named_items · list_charts
Can edit
Drafts and edits. Nothing goes out, and nothing is deleted.Write values into a block of cells, remembering what was there so it can be put backexcel.write_range · sharepoint_write_range
Add a row to a tableexcel.append_rows
Add a worksheetexcel.add_worksheet
Rename a worksheetexcel.rename_worksheet
Can act with your OK
Also sends, pays, shares and deletes, after you OK each one.Delete a worksheetexcel.delete_worksheet
Delete a row from a tableexcel.delete_table_row
Clear the contents of a block of cellsexcel.clear_range
Share a workbook with other peopleexcel.share_workbook
Can act on its own. Sends, pays, shares and deletes without asking. You get a receipt for each. Nobody checks anything before it goes out.
Works with workbooks in OneDrive and SharePoint. Formulas that reach outside the workbook are refused.
