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Agent Serve · Documents integration
Read and write data with sheet selection
Microsoft Excel is a Documents integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Microsoft Excel integration provides 7 Microsoft Excel tools that AI agents can use inside Agent Serve's visual workflow builder. Microsoft Excel connects with one-click OAuth. Explore deployment options with the Agent Serve team.
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Integrate Microsoft Excel into the workflow with explicit sheet selection. Can read and write data in specific sheets.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Microsoft Excel block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Microsoft Excel automation is live.
7 Microsoft Excel tools available in Agent Serve.
Read data from a Microsoft Excel spreadsheet
Write data to a Microsoft Excel spreadsheet
Clear the values and/or formatting of a range in a Microsoft Excel worksheet
Apply fill color and/or font formatting to a range in a Microsoft Excel worksheet
Create a new table over a range of cells in a Microsoft Excel workbook
Sort a range or table by a column in a Microsoft Excel worksheet
Delete a worksheet (sheet) from a Microsoft Excel workbook
Ready-to-use templates featuring Microsoft Excel. Click any to build it instantly.
Agent Serve's Microsoft Excel integration adds 7 Microsoft Excel tools to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Read and write data with sheet selection. Teams often pair Microsoft Excel with Linear and Rippling in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Microsoft Excel agents, connections, and team access your process needs.