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Beyond-Bot.ai + excel

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

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to excel.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in excel.

Trigger Workflows

Start automated workflows in excel based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within excel.

Add Chart

Add a chart to a worksheet using microsoft graph api.

Add Sharepoint Worksheet

Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.

Add Table

Create a table in a workbook using microsoft graph api.

Add Table Column

Add a column to a table using microsoft graph api.

Add Table Row

Add a row to a table using microsoft graph api.

Add Workbook Permission

Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.

Add Worksheet

Add a new worksheet to an excel workbook using microsoft graph api.

Apply Table Filter

Apply a filter to a table column using microsoft graph api.

Apply Table Sort

Apply a sort to a table using microsoft graph api.

Clear Range

Tool to clear values, formats, or contents in a specified worksheet range. use when you need to reset cells before adding new data.

Clear Table Filter

Clear a filter from a table column using microsoft graph api.

Close Excel Session

Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks.

Convert Table To Range

Convert a table to a range using microsoft graph api.

Create Workbook

Tool to create a new workbook file at a specified drive path. use when uploading a new .xlsx file to onedrive.

Delete Table Column

Delete a column from a table using microsoft graph api.

Delete Table Row

Delete a row from a table using microsoft graph api.

Delete Worksheet

Tool to delete a worksheet from the workbook. use when cleaning up unused or temporary sheets after verifying no dependencies exist. example: "delete 'sheet2' after review."

Get Chart Axis

Tool to retrieve a specific axis from a chart. use when you need properties like min, max, interval, and formatting of the chart axis.

Get Chart Data Labels

Tool to retrieve the data labels object of a chart. use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

Get Chart Legend

Tool to retrieve the legend object of a chart. use after creating or updating a chart when you need to inspect legend visibility and formatting.

Get Range

Get a range from a worksheet using microsoft graph api.

Create Excel Session

Create a session for an excel workbook using microsoft graph api.

Get Sharepoint Range

Get a range from a worksheet in sharepoint using microsoft graph sites api.

Get Sharepoint Worksheet

Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.

Get Table Column

Tool to retrieve a specific column from a workbook table. use when you need to fetch column properties and data by its id or name.

Get Workbook

Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.

Get Worksheet

Get a worksheet by name or id from an excel workbook using microsoft graph api.

Insert Range

Tool to insert a new cell range into a worksheet, shifting existing cells down or right. use when you need to create space for new content without overwriting.

List Charts

List charts in a worksheet using microsoft graph api.

List Chart Series

Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis.

List Comments

Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.

List Drive Files

List files and folders in a drive root or specified path.

List Named Items

List named items in a workbook using microsoft graph api.

List Sharepoint Tables

List tables in a sharepoint worksheet using microsoft graph sites api.

List Sharepoint Worksheets

List worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.

List Table Columns

List columns in a table using microsoft graph api.

List Table Rows

List rows in a table using microsoft graph api.

List Tables

List tables in a worksheet using microsoft graph api.

List Workbook Permissions

Tool to list permissions set on the workbook file. use when you need to see which users or links have access to a specific excel file by supplying its drive and item ids. example: "list permissions for workbook with drive id 'b!abc123' and item id '0123456789abcdef'."

List Worksheets

List worksheets in an excel workbook using microsoft graph api.

Merge Cells

Merge cells in a worksheet range using microsoft graph api.

Protect Worksheet

Tool to protect a worksheet using optional protection options. use when you need to prevent editing certain parts of a sheet before sharing. example: "protect 'sheet1' to lock formatting and sorting."

Sort Range

Sort a range in a worksheet using microsoft graph api.

Update Chart

Update a chart in a worksheet using microsoft graph api.

Update Chart Legend

Tool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist.

Update Range

Update a range in a worksheet using microsoft graph api.

Update Sharepoint Range

Update a range in a sharepoint worksheet using microsoft graph sites api.

Update Table

Update a table in a workbook using microsoft graph api.

Update Worksheet

Update worksheet properties (name, position) in an excel workbook using microsoft graph api.