Excel

Overview

The Excel integration connects nexos.ai with your Excel files so you can work with spreadsheet data directly in your workspace. It enables you to quickly access reports, analyze tables, review financial data, and track project information without manually searching through files. With this integration, you can summarize data, identify trends, and keep your team aligned using the latest information stored in Excel spreadsheets.

Setting up the integration (as an admin)

1. Click on your Profile icon.

2. Go to Management -> Apps.

3. Find Excel in the list.

4. Set the integration to Active (enabled).

Connecting your account (as a member)

1. Click on your profile icon.

2. Go to Get apps -> My apps.

3. Find Excel and select Connect.

4. You will be redirected to Excel. Sign in if prompted.

5. Review the access request screen (it will list what nexos.ai can access in Excel) and select Accept to approve.

6. Return to nexos.ai. Excel should now show as connected in My Apps.

Use Excel in Chat (turn it on for a conversation)

1. Open New Chat.

2. Click on a "+" -> Integrations.

3. Toggle on Excel to use it in that conversation.

Use Excel in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Excel on.

4. Save your changes, then test the agent.