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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. this action retrieves information about all tables present in a specified worksheet of an excel file. it requires the file id and worksheet name or id, and can optionally use a session id for workbook operations.
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.