Does the AI agent actually execute tasks in Microsoft Excel?

Yes, DoMyWork agents perform the work. They don't just suggest formulas; they read your Microsoft Excel data, process it, and write the results back to your sheets or other connected apps.

Is this different from Copilot in Microsoft Excel?

Copilot in Microsoft Excel is a suggestion engine for formulas and analysis. DoMyWork is an execution agent that completes multi-step work across Microsoft Excel and your other business tools.

How does this compare to Zapier for Microsoft Excel?

Zapier requires you to build logical workflows (if-then). DoMyWork agents use natural language to understand your task and execute it across Microsoft Excel and 1,500+ apps without you building a workflow.

Can the agent monitor my Microsoft Excel files?

Yes, you can set up agents on autopilot to watch for new rows in Microsoft Excel. When data arrives, the agent acts instantly according to your instructions.

Is my data safe in Microsoft Excel?

We prioritise security. Your data is processed only to complete the specific tasks you assign to the agent, and we follow strict protocols to ensure your Microsoft Excel information remains protected.

Can I connect Microsoft Excel to other apps?

Absolutely. You can use DoMyWork to connect Microsoft Excel to your CRM, email, Slack, and 1,500+ other apps to keep all your data in sync and your processes moving.

AI Agent for Microsoft Excel

Clean, enrich, analyse, and act on your spreadsheet data automatically. DoMyWork AI agents work with Microsoft Excel and 1,500+ apps to turn rows into real business actions.

Find and remove duplicate rows in my sheet

Enrich these company names with website URLs

Calculate monthly totals and email the report

Extract contact emails from this column

Compare these two sheets and highlight differences

Format these dates to standard format

Agent for

Microsoft Excel

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your spreadsheet data into actions that move business

Clean messy data, enrich rows, build reports, and send updates across your apps.

14 duplicates removed

Catch up on every invoice from last week that nobody followed up on

"Check last week's invoices in my sheet, see who hasn't paid, and draft a follow-up email in Gmail for each one. Post the list to Slack when done."

Send Message

Reconcile these bank statements against the ledger

"Compare the bank statement sheet with the ledger sheet and flag any transaction that does not match."

Send Message

Summarise the quarterly expenses by category

"Group the expenses in this sheet by category and create a summary table."

Send Message

Find missing receipt dates in the expense log

"Scan the expense log for empty date fields and flag them for review."

Send Message

Generate a cash flow forecast for next month

"Use the historical data in this sheet to project cash flow for the next 30 days."

Send Message

Got a different task in mind? Describe it

Send Message

Standardise the addresses in the vendor list

"Fix the formatting of all addresses in the vendor sheet to match a standard format."

Send Message

Identify vendor contracts expiring this month

"Scan the contract sheet for dates in the current month and list them."

Send Message

Merge these three inventory sheets into one master list

"Combine the data from these three sheets into a single master inventory sheet."

Send Message

Check for stock levels below the reorder point

"Flag all items in the inventory sheet where stock is below the minimum threshold."

Send Message

Calculate the average delivery time per supplier

"Analyse the shipment log to find the average delivery time for each supplier."

Send Message

Got a different task in mind? Describe it

Send Message

Update task statuses from the team sheet

"Read the status column in the project sheet and update the corresponding tasks in Asana."

Send Message

Find tasks that are behind schedule

"Compare the due dates in the project sheet with today's date and list all overdue tasks."

Send Message

Summarise project hours per team member

"Calculate the total hours worked by each team member from the timesheet."

Send Message

Highlight project milestones in the timeline

"Scan the timeline sheet and extract all rows marked as milestones."

Send Message

Draft project status updates from task notes

"Read the notes column in the project sheet and draft a weekly status update email."

Send Message

Got a different task in mind? Describe it

Send Message

Clean the lead list for the email campaign

"Remove invalid email addresses and duplicates from the marketing lead sheet."

Send Message

Categorise leads by industry from company names

"Infer the industry for each lead based on the company name and add it to a new column."

Send Message

Summarise campaign performance by channel

"Group the campaign data by channel and calculate the total spend and conversions."

Send Message

Find top-performing keywords in the search report

"Analyse the SEO report sheet to find keywords with the highest click-through rates."

Send Message

Draft social media posts from content ideas

"Read the content ideas sheet and draft three social media posts for each idea."

Send Message

Got a different task in mind? Describe it

Send Message

Enrich lead details from the prospect list

"Find the LinkedIn profile for each prospect in the list and add it to the sheet."

Send Message

Identify leads that have gone cold

"Scan the sales sheet for leads with no activity in the last 30 days."

Send Message

Calculate the commission for the sales team

"Compute the commission for each rep based on the sales data in the sheet."

Send Message

Draft personalised outreach emails for top leads

"Read the lead data and draft a personalised outreach email for the top 5 leads."

Send Message

Update the CRM with sales figures

"Sync the sales figures from the sheet into the corresponding deals in Salesforce."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Microsoft Excel AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Microsoft Excel AI Agent

🛸 Autopilot

Act on your spreadsheet data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new entries, validate them, and trigger follow-up actions before you even open the file.

Setting up an autopilot is too easy

New row is added in Microsoft Excel

Describe...

1. Route new invoices to the finance approval channel

WhenNew row is added in Microsoft Excel

Then

Read the invoice details, check if the amount exceeds $1,000, and if so, post an approval request to Slack.

Put on Autopilot

2. Flag duplicate expenses as they are logged

WhenNew row is added in Microsoft Excel

Then

Check if the expense amount and date match an existing entry and flag it in the sheet.

Put on Autopilot

3. Notify the team of overdue payments

WhenEvery Monday at 09:00 AM

Then

Scan the sheet for invoices past their due date and email a summary to the team.

Put on Autopilot

4. Log new receipts into the tax folder

WhenNew row is added in Microsoft Excel

Then

Extract the receipt details and save them to the tax folder in Google Drive.

Put on Autopilot

5. Alert finance of large transactions

WhenNew row is added in Microsoft Excel

Then

If the transaction amount is over $5,000, send an urgent notification to the finance email.

Put on Autopilot

1. Update inventory levels when sales occur

WhenNew row is added in Microsoft Excel

Then

Read the product ID and quantity from the new sales row, then subtract the amount from the inventory sheet.

Put on Autopilot

2. Reorder low-stock items automatically

WhenNew row is added in Microsoft Excel

Then

If stock levels drop below the threshold, draft a reorder email to the supplier.

Put on Autopilot

3. Track shipment status updates

WhenNew row is added in Microsoft Excel

Then

Take the tracking ID and check the status with the shipping provider, then update the sheet.

Put on Autopilot

4. Notify operations of new vendor signups

WhenNew row is added in Microsoft Excel

Then

Send a welcome email to the new vendor and log their details in the operations sheet.

Put on Autopilot

5. Summarise daily operations performance

WhenEvery day at 05:00 PM

Then

Calculate daily output from the sheet and post a summary to the operations Slack channel.

Put on Autopilot

1. Sync new project tasks to the team board

WhenNew row is added in Microsoft Excel

Then

Read the task details and create a card in Trello for the assigned team member.

Put on Autopilot

2. Flag tasks nearing their deadline

WhenEvery day at 08:00 AM

Then

Identify tasks due in 48 hours and send a reminder to the owner via Slack.

Put on Autopilot

3. Log completed tasks in the project archive

WhenNew row is added in Microsoft Excel

Then

When a task is marked 'Done', move it to the archive tab in the sheet.

Put on Autopilot

4. Notify project leads of schedule changes

WhenNew row is added in Microsoft Excel

Then

If a date changes, send an email alert to the project lead with the new timeline.

Put on Autopilot

5. Update project budget tracker

WhenNew row is added in Microsoft Excel

Then

Read the expense row and subtract it from the project budget total in the tracker.

Put on Autopilot

1. Add new leads to the newsletter list

WhenNew row is added in Microsoft Excel

Then

Take the email from the new lead row and add it to the Mailchimp audience.

Put on Autopilot

2. Track new content performance

WhenNew row is added in Microsoft Excel

Then

Read the content URL and fetch its latest engagement metrics to update the sheet.

Put on Autopilot

3. Alert marketing of new campaign leads

WhenNew row is added in Microsoft Excel

Then

Send a Slack notification to the marketing team for every new lead from the campaign.

Put on Autopilot

4. Clean up lead data formatting

WhenNew row is added in Microsoft Excel

Then

Ensure the phone number and address fields follow the standard company format.

Put on Autopilot

5. Weekly lead conversion report

WhenEvery Friday at 04:00 PM

Then

Summarise the week's leads and conversion rates from the sheet and email the report.

Put on Autopilot

1. Create new deals from prospect list

WhenNew row is added in Microsoft Excel

Then

Read the prospect details and create a new deal in the CRM.

Put on Autopilot

2. Follow up with new leads instantly

WhenNew row is added in Microsoft Excel

Then

Draft a personalised welcome email for the new lead and save it as a draft in Gmail.

Put on Autopilot

3. Update deal stages automatically

WhenNew row is added in Microsoft Excel

Then

If the status column changes, update the corresponding deal stage in the CRM.

Put on Autopilot

4. Alert sales of high-value prospects

WhenNew row is added in Microsoft Excel

Then

If the lead score is high, send an urgent notification to the sales rep.

Put on Autopilot

5. Daily sales performance summary

WhenEvery day at 06:00 PM

Then

Summarise the day's sales figures and post a report to the sales Slack channel.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Microsoft Excel

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Expense Approval Playbook

FormCollect data with form

1. Enter Expense Details

Enter Expense Details

Fill fields below 👇

Employee Name *

Amount *

Category *

AI AgentExecute agent from playbook

2. Check Policy

Agent

Check if {{Amount}} for {{Category}} is within standard policy.

Complete in a clickSend data to 1500+ apps

3. Log to Excel

Add Row to SheetinMicrosoft Excel

4. Notify Manager

Send MessageinSlack

Expense Approval Playbook

Streamline expense reviews and approvals.

Clone This Playbook

Invoice Processing Playbook

Automate invoice logging and tracking.

Clone This Playbook

Budget Variance Playbook

Analyse budget vs actuals.

Clone This Playbook

Tax Receipt Playbook

Organise tax receipts.

Clone This Playbook

Monthly Closing Playbook

Finalise monthly accounts.

Clone This Playbook

Vendor Onboarding Playbook

Manage new vendor setups.

Clone This Playbook

Inventory Audit Playbook

Conduct inventory checks.

Clone This Playbook

Shipment Tracking Playbook

Monitor deliveries.

Clone This Playbook

Incident Report Playbook

Log operational incidents.

Clone This Playbook

Facility Maintenance Playbook

Manage facility upkeep.

Clone This Playbook

Task Delegation Playbook

Assign tasks efficiently.

Clone This Playbook

Milestone Tracking Playbook

Monitor project milestones.

Clone This Playbook

Resource Allocation Playbook

Manage project resources.

Clone This Playbook

Project Risk Playbook

Identify and log risks.

Clone This Playbook

Meeting Summary Playbook

Log meeting outcomes.

Clone This Playbook

Lead Enrichment Playbook

Enrich marketing leads.

Clone This Playbook

Content Calendar Playbook

Organise content.

Clone This Playbook

Campaign Performance Playbook

Track campaign results.

Clone This Playbook

Social Media Draft Playbook

Draft social content.

Clone This Playbook

Market Research Playbook

Organise research findings.

Clone This Playbook

Prospecting Playbook

Manage sales prospects.

Clone This Playbook

Sales Outreach Playbook

Draft outreach emails.

Clone This Playbook

Deal Tracking Playbook

Monitor sales deals.

Clone This Playbook

Sales Commission Playbook

Calculate commissions.

Clone This Playbook

Post-Sale Playbook

Manage post-sale tasks.

Clone This Playbook

1500+ App Integrations

Connect Microsoft Excel + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New row is added in Microsoft Excel

Then

Recurring Work on autopilot

Autopilot

Data Cleaning Playbook

Enter raw data

Standardise and clean

Update the sheet

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Microsoft Excel

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Microsoft Excel AI Agent

An AI agent for Microsoft Excel is a tool that connects your spreadsheets to other apps, allowing it to perform tasks like data entry, reporting, and follow-ups automatically.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Microsoft Excel

Turn your spreadsheet data into actions that move business

Catch up on every invoice from last week that nobody followed up on

Reconcile these bank statements against the ledger

Summarise the quarterly expenses by category

Find missing receipt dates in the expense log

Generate a cash flow forecast for next month

Got a different task in mind? Describe it

Standardise the addresses in the vendor list

Identify vendor contracts expiring this month

Merge these three inventory sheets into one master list

Check for stock levels below the reorder point

Calculate the average delivery time per supplier

Got a different task in mind? Describe it

Update task statuses from the team sheet

Find tasks that are behind schedule

Summarise project hours per team member

Highlight project milestones in the timeline

Draft project status updates from task notes

Got a different task in mind? Describe it

Clean the lead list for the email campaign

Categorise leads by industry from company names

Summarise campaign performance by channel

Find top-performing keywords in the search report

Draft social media posts from content ideas

Got a different task in mind? Describe it

Enrich lead details from the prospect list

Identify leads that have gone cold

Calculate the commission for the sales team

Draft personalised outreach emails for top leads

Update the CRM with sales figures

Got a different task in mind? Describe it

How Does a Microsoft Excel AI Agent Work

Act on your spreadsheet data the moment it changes — with agents on autopilot

1. Route new invoices to the finance approval channel

2. Flag duplicate expenses as they are logged

3. Notify the team of overdue payments

4. Log new receipts into the tax folder

5. Alert finance of large transactions

1. Update inventory levels when sales occur

2. Reorder low-stock items automatically

3. Track shipment status updates

4. Notify operations of new vendor signups

5. Summarise daily operations performance

1. Sync new project tasks to the team board

2. Flag tasks nearing their deadline

3. Log completed tasks in the project archive

4. Notify project leads of schedule changes

5. Update project budget tracker

1. Add new leads to the newsletter list

2. Track new content performance

3. Alert marketing of new campaign leads

4. Clean up lead data formatting

5. Weekly lead conversion report

1. Create new deals from prospect list

2. Follow up with new leads instantly

3. Update deal stages automatically

4. Alert sales of high-value prospects

5. Daily sales performance summary

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Expense Approval Playbook

Invoice Processing Playbook

Budget Variance Playbook

Tax Receipt Playbook

Monthly Closing Playbook

Vendor Onboarding Playbook

Inventory Audit Playbook

Shipment Tracking Playbook

Incident Report Playbook

Facility Maintenance Playbook

Task Delegation Playbook

Milestone Tracking Playbook

Resource Allocation Playbook

Project Risk Playbook

Meeting Summary Playbook

Lead Enrichment Playbook

Content Calendar Playbook

Campaign Performance Playbook

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Microsoft Excel AI Agent