Productivity Integration
Best AI Assistant for Microsoft Excel
Carly is an AI assistant that connects to Microsoft Excel so you can add data to spreadsheets, pull numbers on demand, update records, and manage workbooks — all by email or text. No opening Excel to log the update.
Try Carly →What Carly can do with Microsoft Excel
Add rows to any spreadsheet
Email Carly to add a new row to an Excel workbook — she maps your data to the right columns based on the header row. Works for trackers, logs, and any structured spreadsheet.
Update cells and records
Tell Carly to update a specific value in your spreadsheet — a status, amount, date, or note. She finds the right cell and makes the change.
Pull data and summaries
Ask Carly for data from your Excel files — totals, filtered rows, or specific records. She reads the spreadsheet and sends you the answer by email.
Log entries from the field
Text Carly from your phone to log a sale, expense, or activity into your Excel tracker. She adds the row without you opening the file.
Why teams use AI with Microsoft Excel
Excel is everywhere. Sales teams track pipelines in it. Finance teams build models in it. Ops teams run reporting in it. Even teams with dedicated tools often export to Excel for analysis or sharing. The challenge isn't the tool — it's keeping the data fresh. Someone has to open the spreadsheet, find the right row, and type in the update. When that someone is busy, the spreadsheet falls behind.
AI tools for Excel should make updating your spreadsheets as easy as sending an email. Log a sale, add a new row to a tracker, or update a status — all without opening the file. When the barrier to updating drops to near zero, the data stays accurate.
How Carly works as your AI Excel assistant
Carly connects to your Microsoft Excel files through OneDrive or SharePoint. Once connected, you interact with your spreadsheets over email or text.
Need to add a row to your sales tracker? Email Carly the deal details and she adds them to the right spreadsheet and columns. Need to update a cell? Tell her which workbook, sheet, and what to change. Need to pull data? Ask Carly for the latest numbers from a specific sheet and she reads the spreadsheet and sends you a summary.
This works especially well for spreadsheets that multiple people update — instead of everyone opening the file and potentially creating conflicts, team members email Carly their updates and she writes them sequentially. The spreadsheet stays organized because updates go through one reliable channel.
Who uses Carly with Excel
Sales reps who log deals in an Excel pipeline tracker but forget to update it between calls. Finance teams who maintain Excel-based reports and need data entered from various sources. Operations teams who track inventory, orders, or metrics in Excel and want a faster way to log updates from the field. If Excel is your system of record for anything, Carly makes sure the data gets in.
See it in action
How to connect Microsoft Excel to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Microsoft Excel
Authorize the Microsoft Excel integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Microsoft Excel. She handles the rest.
Automate Microsoft Excel in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Microsoft Excel?
Carly is an AI assistant that connects to your Excel files and lets you add rows, update cells, and pull data — all by email or text. She works from outside Excel so you can update spreadsheets without opening the file.
Can AI add data to Excel spreadsheets?
Yes. With Carly, you email the data you want to add and she writes it to the right spreadsheet and columns. She reads your header row to map the data correctly.
How is Carly different from Excel Copilot?
Excel Copilot works inside the Excel app to help with formulas, analysis, and formatting. Carly works outside — she's an assistant you email or text who reads and writes to your Excel files. You can update spreadsheets from your inbox without opening Excel.
How does Carly connect to Excel?
Carly connects to your Excel files through OneDrive or SharePoint. Go to your Carly dashboard, click Connect next to Microsoft Excel, and authorize access. She can then read and write to any workbook you share with her.
Can Carly pull data from Excel files?
Yes. Ask Carly for specific data from your spreadsheet — totals, filtered rows, or record lookups — and she reads the file and sends you the answer by email.
Does Carly work with shared Excel files?
Yes. If your Excel file is stored on OneDrive or SharePoint and shared with multiple people, Carly can read and write to it. This is useful for team trackers where multiple people need to log updates.
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