Business and operations teams
Clean exports, merge reports, and build weekly summaries without writing formulas or macros.
DATA · AI · INSIGHT
AI for Excel
Upload a spreadsheet and tell AI what to clean, analyze, or build
DATAINSIGHT
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How AI for Excel works
Upload a spreadsheet, describe the task in plain English, and download the updated file.
Upload your spreadsheet
Add an Excel, CSV, or Google Sheets export — sales data, CRM exports, survey results, or financial models.
Who uses AI for ExcelOperations, finance, sales, and small business teams who work in spreadsheets every day.
Finance and sales professionals
Add margin, growth, and running-total calculations, reconcile lists, and chart results in minutes.
Small business owners
Turn messy order, inventory, or customer lists into organized sheets without hiring an analyst.
Tips for better spreadsheet resultsExact columns, matching rules, and a clear end state produce the right sheet the first time.
Say 'the Amount and Order Date columns' rather than 'the numbers' so the right data is changed.
When merging files, specify the key: match rows by customer ID, or by email when the ID is missing.
Describe the end result — a summary sheet with revenue by month and region, plus a bar chart.
Ask for the raw data to stay untouched on its own sheet so you can compare before and after.
Request live formulas if you plan to keep updating the sheet, so totals recalculate automatically.
Show the format you want, such as '(555) 123-4567' for phone numbers or 'YYYY-MM-DD' for dates.
What to expect from AI spreadsheet work
Which tasks finish in one pass, how your original data is preserved, and what to review.
What to expect from AI spreadsheet work
The agent opens your spreadsheet, performs the cleanup, merging, formulas, or analysis you describe, and returns an updated Excel file with the original data preserved on its own sheet. Routine tasks such as removing duplicates, standardizing formats, and building summary sheets with charts usually finish in one pass; multi-step analysis may take a follow-up. Review formulas and totals before sharing. Best input: the file, the exact columns involved, and what the finished sheet should look like.
Example: Input: a 5,000-row sales export with duplicate orders and mixed date formats. Output: a cleaned sheet, a summary sheet with revenue by month and region, and a bar chart, all in one downloadable .xlsx file.
Spreadsheet limits to know
- Macros (VBA), external data connections, and pivot-table caches may not be preserved in the returned file.
- Heavily formatted dashboards may lose some styling when rebuilt; describe the formatting you need to keep.
- Results depend on your data — ambiguous column names or inconsistent IDs can lead to wrong matches, so say how rows should be matched.
Frequently asked questions
No. Describe the result you want in plain language. The agent writes the formulas, pivots, and charts, and you can ask it to explain any formula it adds.
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