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Cloud Storage / Docs

Microsoft Excel AI Integration

Connect Microsoft Excel to BeforeQuery for grounded AI answers and agent actions across Cloud Storage / Docs.

Connect Microsoft Excel
What is it?

About Microsoft Excel

Microsoft Excel is one of the Cloud Storage / Docs platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Microsoft Excel

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Cloud Storage / Docs and select Microsoft Excel.

  2. Step 02

    Sign in to Microsoft Excel with an account that has permissions to grant BeforeQuery the Cloud Storage / Docs scopes required.

  3. Step 03

    Confirm the connection. Microsoft Excel is now available as a source and action target for every playbook in your workspace.

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How BeforeQuery uses Microsoft Excel

What the agent does with your Microsoft Excel connection

  • 01

    Index Microsoft Excel documents, spreadsheets, and folders into the Knowledge Base for grounded AI answers.

  • 02

    Watch for changes: sync new + updated files automatically so answers stay current.

  • 03

    Respect Microsoft Excel permissions — users only see answers from documents they have access to.

  • 04

    Draft, edit, and file new documents into Microsoft Excel from playbooks.

Use cases

What teams actually do with the Microsoft Excel integration

Grounded Q&A from Microsoft Excel content

Employees ask questions in Slack or the widget; BeforeQuery answers from your Microsoft Excel documents with the source paragraph shown. No "search Google Drive, open five docs, skim to find the answer" tax.

Auto-sync on Microsoft Excel changes

Every Microsoft Excel file change (edit, add, delete) triggers an incremental re-index within minutes. Answers reflect the latest content without a manual sync button.

Draft-to-file document workflow

A playbook drafts a document (contract summary, policy update, meeting notes) and files it into the correct Microsoft Excel folder with the correct sharing scope. Author reviews the draft in Microsoft Excel; no copy-paste chain.

Answer questions grounded in Microsoft Excel

Employees and customers ask Microsoft Excel-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Microsoft Excel record shown alongside the response. No context switching, no "log into Cloud Storage / Docs to check" round-trips.

Microsoft Excel — Frequently Asked Questions

Common questions about connecting BeforeQuery to Microsoft Excel.

Yes. Every retrieval checks the asking user's Microsoft Excel permissions before including a document in the answer. If a user can't see the file in Microsoft Excel, they won't see it in an answer either. Permission changes propagate on next sync (typically < 5 min).
Docs, sheets, slides, PDFs, plain text, and markdown are extracted natively. Images and audio can be transcribed on request. Binary files (zips, executables) are skipped. Full type list is configurable per source.
Standard OAuth 2.0 where Microsoft Excel supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Microsoft Excel data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Microsoft Excel integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Microsoft Excel objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Microsoft Excel for real.

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