CallableAI

Docs & spreadsheets

Excel + Callable

Excel workbooks on OneDrive, watched per worksheet. Columns vary workbook to workbook, so Excel triggers use a tenant column mapping — you tell Callable once which column is the phone number and which is the name.

1

events that wake an agent

2

skills an agent can run

Per user

connection scope

Why it matters on the phone

The Sheets story, for teams standardised on Microsoft 365.

Events

1 way Excel can start a call.

Bind an agent to any of these and it wakes the moment the event fires — no polling loop, no nightly export, no one remembering to check. Where an event is scoped, that scope is what keeps one team’s bindings out of another’s.

New row added

Per folder · workbook · worksheet

A row is appended to a watched worksheet in a workbook on OneDrive.

microsoft_excel-new-row-added

Skills

What an agent can do in Excel.

Every skill below is built in and ready the moment the connector is authorised. An agent runs them mid-call and after it, inside the permissions you granted — nothing here is a script you have to write.

Add table row

Append a row to a structured Excel table.

Add row

Insert a row into a worksheet at a specific range.

Also in Docs & spreadsheets

Connect Excel. Then describe the call.

Authorising a connector takes clicks, not a project. What happens after it fires is something you write in plain English.