Microsoft Excel setup guide

Agents find, read and write your company's documents and files.

Ways to connect

Company admins connect apps, on the Integrations page in Everdeck: open Microsoft Excel, choose one of the ways below, follow its steps and fill in its fields. Everdeck checks what you enter before it saves anything, and asks you to confirm it’s you (your second factor) before you type any secret. How connecting works.

Your Microsoft Entra app

Your OAuth app.

This way signs in with an OAuth app you create for Microsoft Excel, as its steps describe: Everdeck never uses an app of its own. Register this redirect URI with your app:

https://everdeck.io/api/oauth/callback

Then save the app’s client ID and secret in Everdeck, on the connect page or under OAuth apps, and sign in.

1. Sign in to the Microsoft Entra admin center (https://entra.microsoft.com) and open Entra ID > App registrations > New registration.
2. Name the app and choose Single tenant only under Supported account types (the Excel API works with work or school accounts only).
3. Under Authentication, add a Web platform with the redirect URI https://everdeck.io/api/oauth/callback.
4. Under Certificates & secrets, create a client secret and copy its Value (it is shown once).
5. Under API permissions, add Microsoft Graph delegated permissions Files.ReadWrite.All, User.Read and offline_access. If your organization restricts user consent, an admin must select Grant admin consent.
6. Copy the Application (client) ID, the client secret and the Directory (tenant) ID into the form, then sign in as the account the agent should work as.

Field	What to enter
Directory (tenant) ID	Text. For example 00000000-0000-0000-0000-000000000000. From the app registration's Overview page.

The scopes Everdeck asks for:

• offline_access
• User.Read
• Files.ReadWrite.All

Disconnecting deletes the tokens Everdeck saved. Remove Everdeck at https://myapps.microsoft.com (work or school accounts) or https://account.live.com/consent/Manage (personal accounts).

What agents can do

An agent uses an action only when its charter grants it, on the agent’s Tools tab, where you choose whether each one runs by itself (Auto), asks first or never runs. Each action has a risk tier: tier 3 actions, which customers or the public see, ask first unless you choose otherwise, and tier 4 actions (money, deleting things, access) always need a person. How tools and tiers work.

Actions marked Reads outside content return things people outside your company may have written. Agents treat what they read as information, never as instructions, and their riskier actions later in the same session need approval.

• Find workbooksTier 0 · ReadReads outside contentexcel_find_workbooks

  Find Excel workbooks (.xlsx) by name or content in OneDrive and SharePoint. Returns each workbook's item id and drive id, which the other actions need.

• List worksheetsTier 0 · ReadReads outside contentexcel_list_worksheets

  List a workbook's worksheets (tabs) in order.

• Read cellsTier 0 · ReadReads outside contentexcel_read_range

  Read the values in a range of a worksheet, for example A1:F40.

• Read a whole sheetTier 0 · ReadReads outside contentexcel_read_used_range

  Read every cell that has a value on a worksheet, with the address of that block.

• Update cellsTier 2 · ReversibleReads outside contentexcel_update_range

  Write values into a range. The rows and columns of values must match the address exactly, for example a 2 x 3 array for B2:D3.

• List tablesTier 0 · ReadReads outside contentexcel_list_tables

  List the Excel tables (formatted tables with headers) in a workbook.

• Read a tableTier 0 · ReadReads outside contentexcel_read_table

  Read a table's header row and all of its data rows.

• Add table rowsTier 2 · ReversibleReads outside contentexcel_add_table_rows

  Add rows to the end of a table; each row lists values in the table's column order.

• Add a worksheetTier 2 · ReversibleReads outside contentexcel_add_worksheet

  Add a new, empty worksheet to a workbook.

What can start work

These events from Microsoft Excel can become tasks for your agents through Intake. How Intake works.

New rows were added to a table the company chooses (for example an orders or leads table).

Connect Microsoft Excel first. Then, on the Intake page, open Webhooks and sources, find it under Connector triggers and select Start watching. Then, on the Rules tab, select New rule to say which requests become tasks and who gets them.

Testing, problems and disconnecting

Everdeck checks the connection when you save it. On the connection’s page in Integrations, Test checks it again at any time.

If Microsoft Excel later refuses the connection, for example because a key was deleted or a sign-in expired, the connection shows Needs attention on the Integrations page and the people who manage connections are told. Agents can’t use it until a company admin fixes it with Edit or Reconnect.

To stop agents using Microsoft Excel, open the connection and select Disconnect. Agents stop using it at once and its saved credentials are deleted. What else happens depends on how it was connected: each way above says.