Microsoft Excel

VISS.AI allows you to connect Microsoft Excel with dozens of popular apps, making it easy to streamline your data management and analysis workflows. From automating data imports to syncing real-time updates with your CRM or project management tools, you can handle it all effortlessly—no coding required.

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Supported Actions

GET

Read and search through existing data in your app

Get used range

List subsheets

Get values from range

POST

Create a new record or update an existing record.

Update font format

Update fill color

Add subsheet

Update range

Create a new spreadsheet

DELETE

Read and search through existing data in your app

No Available Actions

Setting Up Microsoft Excel

This quick guide will walk you through the setup and integration of Microsoft Excel with VISS.AI, enabling seamless data-driven workflows and automation.

Adding Microsoft Excel

You can add Microsoft Excel to any existing or new VISS.AI workspace by selecting it from the app menu.

Connecting Your Microsoft Account

Integrating Excel requires a Microsoft account with permissions to access the necessary files.

  1. Click on Sign in, Log in with your Microsoft account when prompted (The account needs to be a Microsoft work or school account)

  2. Allow VISS.AI to access your Excel files to enable retrieval, management, and sharing as part of your workflow.

Using Microsoft Excel in VISS.AI

Once Excel is added to your VISS.AI workspace, you can set up prompts and actions to interact with your spreadsheets.

  1. Decide on the action Excel should perform, such as "retrieve," "update," or "populate cells with specific data."

  2. Specify actions in your prompt, such as “Retrieve the latest data in the Sales Report” or “Update Q4 figures in the Budget spreadsheet.”

  3. After setting up your prompt, click Build to preview the output. Once satisfied, click Run to execute the action.

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© 2024 VISSAI AB. All rights reserved.

© 2024 VISSAI AB. All rights reserved.

© 2024 VISSAI AB.

All rights reserved.