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Data & analytics

Excel for your Agent

Flow can query and read your data in Excel and use it in its answers, tables and charts.

It asks for your approval before it changes anything in Excel. Connect by signing in with Excel.

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Pull last year’s revenue by region from Excel and chart it for the financial section.

Connect Excel in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Excel.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Excel.

What Flow can do depends on what Excel offers through its API and on the access you choose.

Things to ask

Type these to Flow once Excel is connected.

  • Excel

    Pull last year’s revenue by region from Excel and chart it for the financial section.

  • Excel

    Check Excel for the reference projects we delivered in Austria since 2022.

About Excel

Microsoft Excel is a robust spreadsheet application for organizing, analyzing, and visualizing data. It's the go-to tool for calculations, reporting, and flexible data management.

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