Create workbooks with multiple sheets
Lets the agent create workbooks with multiple sheets within the authorized configuration.
All tools
Documents
Microsoft Excel
Create editable Excel workbooks in Inceptiva and, with a connected Microsoft account, read or update authorized ranges.
CAPABILITIESRead Write Write
What your agent can do with Microsoft Excel
Write
Read ranges from a connected workbook
Lets the agent read ranges from a connected workbook within the authorized configuration.
Update values in a range
Lets the agent update values in a range within the authorized configuration.
Deliver a private editable file
Lets the agent deliver a private editable file within the authorized configuration.
See how an agent works with Microsoft Excel
A practical example of how your agent can help in everyday work.
Analyze the monthly pipeline and create a sales forecast by owner.
10:14
I prepared the Excel workbook with opportunities, probabilities, forecast and an executive sheet.
10:15Sales forecast.xlsx
Sheets: Pipeline and Summary
Opportunities: 248
The essentials, before connecting
Review the key details for using Microsoft Excel with your agents.
How is Microsoft Excel connected?
Private creation works without a connection. Reading or updating external workbooks requires authorized Microsoft access.
What can an agent do with Microsoft Excel?
Create workbooks with multiple sheets · Read ranges from a connected workbook · Update values in a range · Deliver a private editable file
What controls apply?
Complete content is reviewed before creation · Updates require confirmation · SharePoint publication is separate