Connect Microsoft once
In Settings, choose Microsoft 365 and sign in with a single OAuth account. That one connection unlocks Outlook, Teams, OneDrive and Excel together.
Integration · Excel
The Excel AI integration that reads, builds and measures
Connect Excel to dolv and the grounded AI command center reads your workbooks, builds new spreadsheets, and feeds the numbers into one funnel score — an operator that acts on your data, not just another dashboard.
Reads live data
What dolv reads from Excel
The grounded AI command center treats your workbooks as a live data source. Instead of you
opening a sheet and scrolling, it calls get_integration_data to pull
straight from the cells — context first, action second.
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Worksheets, ranges and cell values
get_integration_data pulls live values from any sheet or range you point it at — never a stale export you forgot to refresh.
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Trackers, models and budgets
Reads the forecasts, campaign trackers and spend models your finance and ops teams keep — grounded in your real plan.
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Headers and column structure
Reads the header row to understand what each column means before it reasons over a single number.
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On-demand lookups
Ask a question in chat and it scans the workbook for the matching rows and totals — no scrolling, no pivot tables.
Every read stays grounded in your company context and playbooks, so the numbers it pulls are interpreted on-brand and against your goals — not guessed.
Turns reads into action
What dolv writes and does
Reading is only half of it. Excel is a read + write mini-app, so dolv turns answers into real files. The command center has 25+ tools that execute work, and Excel wires into the ones that build: create_excel_workbook generates a populated tracker, CRM and funnel snapshots export in one click. Generating a workbook inside your own workspace is internal and reversible, so it runs on the spot. The moment a write would be shared outside your workspace, it is held for a human — the same grounded approval loop that powers every action in the app.
See where the numbers go- create_excel_workbook Runs immediately
Generates a brand-new working .xlsx — a campaign tracker, lead list or experiment log — populated and ready to open.
- Structured rows on demand Runs immediately
Turns a chat answer into a real spreadsheet file instead of a wall of text you have to copy out by hand.
- CRM and funnel snapshots Runs immediately
Exports a slice of the full CRM or a funnel readout into a workbook you can hand to the team in one click.
- Anything shared externally Human-in-the-loop
If a write leaves your workspace, it is staged in the Approvals inbox first — prepare, approve, execute.
Stay in control
Human-in-the-loop for anything external
Internal workbooks run immediately. The moment work leaves your workspace, dolv prepares it and waits for your approval.
- Prepared
- Approved
- Executing
- Done
The same gate protects every public action across dolv's 20 read-and-write integrations — and it's the safety rail behind multi-agent campaigns with a Director and a per-agent budget cap of $250/mo.
Measure everything
How Excel data feeds funnel intelligence
Connecting a workbook isn't just access — it's signal. dolv maps the metrics in your trackers onto a unified TOFU / MOFU / BOFU funnel, scores them against a rolling 30-day baseline, and rolls them into one weighted composite health score. A cross-metric correlation engine then links the numbers in your spreadsheets to live tools like GA4 — and multi-touch attribution across five models, plus North Star metrics, OKRs and ICE-scored experiments, tell you which move actually shifted the number.
Explore funnel intelligence- TOFU .25Reach, event and outreach trackers in your workbooks feed top-of-funnel awareness.
- MOFU .40Lead lists, demo logs and pipeline models feed mid-funnel consideration — the heaviest weight.
- BOFU .35Closed-won, revenue and budget sheets feed bottom-of-funnel results and intent.
Get connected
How to connect Excel
One Microsoft OAuth account unlocks the whole 365 group — no app-by-app setup to babysit.
Point it at a workbook
Ask in chat for the tracker you want read or built. dolv resolves the worksheet and range, reads the header row, and reasons over the cells from there.
Read, generate, measure
Pull answers, generate working spreadsheets with create_excel_workbook, and watch the metrics flow into your funnel health score.
Better together
Pair Excel with the rest of your stack
Spreadsheets rarely act alone. These connect on the same grounded command center — one of 20 read-and-write integrations.
- Microsoft Outlook Read mail, draft and send with approval.
- OneDrive Browse files and organize folders.
- Microsoft Teams Read channels and post updates.
- Google Sheets Read trackers and build spreadsheets.
See the whole set on the integrations hub — 20 read-and-write tools, one AI that acts.
FAQ
Excel AI integration questions
What it reads, what it can build, and how approvals keep you in control.
What can the Excel AI integration read from my workbooks?
Once Excel is connected, dolv reads live values from any worksheet and range you point it at using get_integration_data. It reads the header row to understand your columns, then reasons over the rows — lead lists, campaign trackers, forecasts and budget models — so you can ask plain questions in chat and get answers grounded in your real numbers.
Can dolv create and write to Excel for me?
Yes. The create_excel_workbook tool generates a brand-new working .xlsx — a tracker, lead list or experiment log — populated and ready to open. Creating a workbook in your own workspace is internal and reversible, so it runs immediately. Any write that would be shared externally is staged in the Approvals inbox first, so a human approves before it leaves your workspace.
Do I have to connect Excel separately from Outlook and OneDrive?
No. Excel is part of Microsoft 365, which connects once through a single Microsoft OAuth account. That one connection unlocks Outlook, Teams, OneDrive and Excel together — there is no app-by-app setup for the Microsoft group.
How does Excel data feed funnel intelligence?
dolv maps the metrics in your workbooks onto a unified TOFU/MOFU/BOFU funnel. Reach and outreach trackers feed top-of-funnel awareness, lead and pipeline models feed mid-funnel consideration, and closed-won and revenue sheets feed bottom-of-funnel results. It scores them against a rolling 30-day baseline and rolls them into one weighted composite health score (TOFU 0.25, MOFU 0.40, BOFU 0.35).
Is the Excel AI just a chatbot bolted onto a spreadsheet?
No. dolv is an operator, not a chatbot. The grounded command center has 25+ tools that execute real work — create_excel_workbook, CRM and funnel snapshots, multi-agent campaigns run by a Director with a per-agent budget cap. It reads your workbooks to act on them, and every public action waits for your approval, so you stay in control of anything that leaves your workspace.
Ready when you are
Put your spreadsheets to work
Connect Excel, let dolv read your workbooks and build new ones, and approve anything that ships outside your workspace. An operator on your data. dolv it.