Excel

Excel is the spreadsheet program par excellence from Microsoft. It can be used via an application on your computer, or online via Microsoft 365.

Connect your chatbot to Excel

Discover the power of a chatbot integrated to Excel

Excel is THE spreadsheet software of choice!

In the business world, it is impossible to miss. Used first (and foremost) to make advanced calculations, (we all have in mind the famous pivot tables). It is now popular for as many uses as there are spreadsheets: project follow-up, organizing vacations, organizing data, referencing suppliers, sending mass emails (via plugins). So many uses that have nothing to do with calculation.

You will find Excel in two Microsoft programs: the Microsoft Office 2019 office suite or Microsoft Office 365. Microsoft Office 365 is a subscription that is essentially cloud-based. This element is essential to connect the chatbot with your Excel file: the file must be in the Cloud (OneDrive or Sharepoint).

The other advantage of being in the cloud is the ability to create collaborative (and interactive) files. No need to download, modify and upload (re-submit) your file to be read by others.

The advantage of creating a file in Excel rather than in Word (text editor) is that you have access toclassified information and it is therefore much easier to retrieve the right information.

So why connect a chatbot to an Excel sheet?

  • Retrieve organized information (status of an invoice, an order, a ticket, comments on a customer or supplier)
  • Add information (an email, a phone number, an incident, an order, a vacation request …)
  • Modify information (change an invoice from “pending” to “paid”, from “pending” to “released”)
  • Store information: in a pre-organized file that can be easily integrated into your csv software.
  • Control the quality of the information: before injecting it into another software. Be able to identify mistakes and errors.

You will find in the tab Integrations to see the possible use cases

Integrate your chatbot with Excel

Discover the different possible integrations between Excel and Vizir

In a very rough way, here is what can be done:

  • Add a sheet
  • Add a line
  • Copy an Excel file
  • Delete a line
  • Change the color of a cell
  • Read a cell
  • Read a column
  • Read a line
  • Read several lines according to conditions
  • Renaming a worksheet
  • Write in a cell
  • Write in several lines according to conditions

Excel in the cloud is interesting to work in a centralized and collaborative way: read, modify, store, check

It is particularly interesting when the information is changing (a new decree with regular updates, order tracking, the release of a new tool/product, a change in organization that brings new procedures…). Having an excel will centralize the information: your collaborators as well as the chatbot will use the same information to answer the questions. The chatbot will query the corresponding cell and feed the information directly into the conversation. In terms of computer resources used, it is more energy consuming and a little slower than putting the information in the chatbot.

We hope this gave you some ideas. But if not, here are the use cases of our customers:

  • Bringing up a financial data
  • Add a mail in Excel
  • Read the information of a FAQ filled in Excel
  • Update project tracking in Excel

Popular action with Excel

Find the most frequent actions to perform from your chatbot Vizir on Excel

POST API actions available in Excel
  • Add a sheet
  • Add a line
  • Add a column
  • Write or update a cell
  • Write or update a line
  • Write or update a column
  • Write or update a selection of cells
  • Copy a worksheet
  • Change the color of a cell, row or column
  • Delete a line
    Delete a cell
    Delete a column
GET API searches available in Excel
  • Read a cell
  • Read a column
  • Read a line
  • Read a cell selection

Documentation to connect Vizir and Excel

Our experts explain everything

Import an FAQ from an Excel file: Create your FAQ in Excel and import your file directly into Vizir. Your chatbot is created by magic!

Retrieve values from an Excel file: Discover how your chatbot can retrieve information from an Excel file in natural language

Export collected data to Excel: Here is how to automatically extract the data collected by your chatbot into a perfect Excel file

Import a linear procedure from Excel: Discover how to import a self care procedure directly from Excel.

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