Excel in the conversation.
Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.
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Ask for it in plain language. It does the Excel part.
Copilot rides inside the inbox. With Excel connected it works there from the same panel as the conversation — no second tab, no copying an order number across.
- Add Chart
- Add Table
- Get Range
- Sort Range
- Clear Range
- List Charts
What a specific connection exposes is decided by Excel, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.
Read Excel from inside a workflow.
Excel is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Excel and hand the answer to the steps that follow — a message, a CRM update, an escalation.
If Excel does publish events to your workspace, they appear in the trigger picker the moment the connection is made.
One step that decides which Excel tools to call.
A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.
You declare the output
The rows you name become the variables downstream steps read, so a branch can test what Excel said.
You cap the effort
A step budget and a model tier per node — the loop stops where you told it to.
Only what you switched on
The loop can call the Excel tools you left enabled and nothing else.
Connect Excel in about a minute.
- 1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
- 2
Find Excel in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Excel from its card.
- 3
Authorize with your own Excel account
You sign in on Excel's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
- 4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.
Excel questions.
How do I connect Excel to Cloodot?
What can Cloodot do in Excel?
Can I limit which Excel tools Cloodot may use?
Can a workflow use Excel without a trigger from it?
Who in my team can connect Excel?
Rarely just one app.
NotionA workspace where a lot of teams keep the runbook, the policy and the internal wiki.
Google DocsThe document editor most teams draft policies, scripts and playbooks in.
Google SheetsThe spreadsheet that quietly runs the parts of a business no software was bought for.
Google DriveThe file store the rest of the Google workspace hangs off.
ConfluenceAtlassian's wiki, and the internal documentation of record in most larger organizations.
AirtableA database with a spreadsheet’s manners — often the operational system a team built for itself.Try the whole thing, today.
Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.