Create Workbook
Creates a blank Excel workbook in the selected OneDrive or SharePoint folder.
Tool
ify connects with Microsoft Excel
ify is an AI support agent that seamlessly integrates with Microsoft Excel to understand customer context, use approved tools, and complete resolutions across your support stack.
Resolution flow
How ify uses Microsoft Excel
The point is not another integration badge. ify uses Microsoft Excel as part of the work required to resolve a customer request, then carries the result back into the support conversation.
01
Read the request
ify understands what the customer needs and whether Microsoft Excel is the right system to check.
02
Pull live context
It looks up the relevant data & analytics and project management & productivity context directly from Microsoft Excel, not a stale copy.
03
Take the action
With 18 supported tools, ify can complete approved steps inside Microsoft Excel.
04
Record the outcome
The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.
Tools ify can use in Microsoft Excel
ify calls these 18 tools inside Microsoft Excel to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.
Create Worksheet
Creates a new worksheet in the specified Excel workbook located in OneDrive or SharePoint.
Tool
Delete Worksheet
Deletes a specific worksheet from the workbook.
Tool
Find Worksheet
Finds a worksheet by name.
Tool
Rename Worksheet
Renames an existing worksheet.
Tool
Add Row (Onedrive)
Appends a row of data to the next empty row in the worksheet.
Tool
Update Row (OneDrive)
Updates an existing row in an Excel worksheet stored in OneDrive.
Tool
Add Row (Sharepoint)
Appends a row of data to the next empty row in the worksheet.
Tool
Update Row (SharePoint)
Updates an existing row in an Excel worksheet stored in SharePoint.
Tool
Resolution paths
Common outcomes from Microsoft Excel
Each path starts with one customer need, uses the right Microsoft Excel tool, and ends with a verified answer or action inside the support conversation.
Path 01
Create Workbook
Creates a blank Excel workbook in the selected OneDrive or SharePoint folder.
Uses Microsoft ExcelVerified outcome
Path 02
Create Worksheet
Creates a new worksheet in the specified Excel workbook located in OneDrive or SharePoint.
Uses Microsoft ExcelVerified outcome
Path 03
Delete Worksheet
Deletes a specific worksheet from the workbook.
Uses Microsoft ExcelVerified outcome
Connected stack
Connect Microsoft Excel with your stack
Customer requests rarely live in one system. ify can use Microsoft Excelalongside the apps your support team already checks to verify context, take action, and close the loop.
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Project Management & ProductivityCommon questions about ify for Microsoft Excel
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