Add Chart
Add a chart to a worksheet using Microsoft Graph API.
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Integrate Excel
with your AI CRM
Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables
Explore Triggers and Actions
Add Named Item
Add a workbook- or worksheet-scoped named item using an invariant reference or a local formula.
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Add SharePoint Worksheet
Add a new worksheet to an Excel workbook in a SharePoint site's default drive using Microsoft Graph.
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Add Table
Create a new table in a worksheet using the Microsoft Graph API.
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Add Table Column
Add a column to a table using Microsoft Graph API.
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Add Table Row
Add a row to a table using Microsoft Graph API.
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Add Workbook Permission
Tool to grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.
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Add Worksheet
Add a new worksheet to an Excel workbook using Microsoft Graph API.
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Apply Table Filter
Apply a filter to a table column using Microsoft Graph API.
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Apply Table Sort
Apply a sort to a table using Microsoft Graph API.
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Autofit Range
Autofit columns or rows intersecting a workbook range.
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Calculate Excel Workbook
Calculate Excel Workbook
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Calculate Workbook Function
Run one allowlisted Microsoft Graph v1.0 workbook function.
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Clear All Table Filters
Clear All Table Filters
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Clear Range
Tool to clear values, formats, or contents in a specified worksheet range. Use when you need to reset cells before adding new data.
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Clear Table Filter
Clear a filter from a table column using Microsoft Graph API.
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Clear Table Sort
Clear Table Sort
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Close Excel Session
Tool to close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it returns 204 for both active and already-closed sessions. This action validates the session first and returns an error for invalid or already-closed sessions to provide clearer user feedback. The validation uses refreshSession which is the only API endpoint that can detect closed sessions.
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Convert Table To Range
Convert a table to a range using Microsoft Graph API.
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Copy Drive Item
Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested.
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Create Comment
Create a plain-text Excel cell comment through Microsoft Graph beta. This beta operation requires a delegated work or school account. Microsoft does not support beta APIs for production applications.
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Create Excel Session
Create a session for an Excel workbook using Microsoft Graph API.
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Create Folder
Create a folder under a parent Microsoft Graph drive item.
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Create Upload Session
Create a resumable upload session at a drive-root path.
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Create Workbook
Tool to create a new Excel workbook file at a specified drive path. Generates a new .xlsx file with specified worksheets and data, then uploads it to OneDrive.
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Create Workbook Sharing Link
Create or retrieve an application-owned sharing link for a workbook.
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Delete Drive Item
Move a OneDrive or SharePoint drive item to the recycle bin by item ID.
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Delete Named Item
Permanently delete a workbook-scoped named item; this cannot be undone.
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Delete Range
Delete worksheet cells and shift the remaining cells up or left.
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Delete Table
Permanently delete an Excel table by its ID or name.
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Delete Table Column
Delete a column from a table using Microsoft Graph API.
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Delete Table Row
Delete a row from a table using Microsoft Graph API.
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Delete Worksheet
Tool to delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."
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Download Workbook
Download an Excel workbook in its original file format.
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Export Workbook to PDF
Export an Excel workbook to PDF using Microsoft Graph format conversion, returning a download URL. Optionally save the converted PDF to a path in the selected drive.
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Get chart
Get chart
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Get Chart Axis
Tool to retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.
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Get chart component
Retrieve one Excel chart component: chart title, axis title, supported gridlines, axis font, or supported line format.
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Get Chart Data Labels
Tool to retrieve the data labels object of a chart. Use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.
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Get chart image
Render an Excel chart as a base64-encoded image.
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Get Chart Legend
Tool to retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.
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Get chart point
Get chart point
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Get chart series
Get chart series
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Get Comment
Retrieve one workbook comment by its exact ID.
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Get Comment Reply
Retrieve one reply to a workbook comment by its exact ID.
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Get Derived Range
Return a range derived from another range by navigation or geometry.
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Get Drive Item
Retrieve OneDrive or SharePoint drive item metadata by exact ID or path.
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Get Excel Application
Get Excel Application
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Get Excel Operation Status
Get the status of an asynchronous Excel workbook operation by its operation ID.
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Get Named Item
Retrieve a workbook-scoped named item by exact name.
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Get Named Item Range
Retrieve the Excel range of a range-valued workbook-scoped named item.
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Get Pivot Table
Get Pivot Table
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Get Projected Worksheet Subresource
Read selected properties from a worksheet range, its used range, or worksheet protection.
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Get Range
Get a range from a worksheet using Microsoft Graph API.
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Get Range Format
Read one formatting component from a workbook range.
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Get SharePoint Range
Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.
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Get SharePoint Worksheet
Get a worksheet by name or ID from an Excel workbook in a SharePoint site's default drive using Microsoft Graph.
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Get Table
Retrieve one workbook- or worksheet-addressed table by ID or exact name.
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Get table column
Tool to retrieve a specific column from a workbook table. Use when you need to fetch column properties and data by its ID or name.
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Get Table Column Cell
Read one cell by row within a selected table column's data body.
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Get Table Column Range
Get Table Column Range
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Get Table Range
Get Table Range
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Get Table Row
Get Table Row
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Get Table Row Range
Get Table Row Range
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Get Table Sort
Get Table Sort
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Get Visible Range
Read cells visible after worksheet filtering.
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Get workbook
Retrieve a workbook's relationships, including comments, named items, operations, tables, and worksheets, with optional relationship expansion.
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Get Worksheet
Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.
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Get Worksheet Protection
Get Worksheet Protection
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Get Worksheet Row Range
Read a zero-based worksheet row across the column bounds of the worksheet's values-only used range.
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Get Worksheet Used Range
Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.
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Insert Range
Tool to insert a new cell range into a worksheet, shifting existing cells down or right. Use when you need to create space for new content without overwriting.
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List chart points
List chart points
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List Chart Series
List a page of data series names in a chart, with a next-page link when more results are available.
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List Charts
List charts in a worksheet using Microsoft Graph API.
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List Comment Replies
List replies to one workbook comment.
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List Comments
List a page of comments in an Excel workbook using Microsoft Graph. Returns a next-page link when one is provided.
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List Drive Files
List files and folders in a drive root or specified path.
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List Drive Item Children
Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.
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List Drive Item Versions
List retained versions of a OneDrive or SharePoint workbook file.
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List Named Items
List named items in a workbook using Microsoft Graph. If no session is supplied, the tool creates a nonpersistent workbook session before listing.
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List Pivot Tables
List Pivot Tables
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List SharePoint Tables
List tables in a worksheet of an Excel workbook stored in a SharePoint site's default drive using Microsoft Graph.
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List SharePoint Worksheets
List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.
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List Site Lists
List SharePoint lists in a known Microsoft Graph site. Use site search first when the site ID is unknown. The action exposes projection and page controls but does not automatically follow the returned next link.
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List Table Columns
List columns in a table using Microsoft Graph API.
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List Table Rows
List rows in a table using Microsoft Graph API.
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List Tables
List tables in a specified Excel worksheet using Microsoft Graph API. Returns one page of table information and a continuation link when provided; an optional workbook session can be used.
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List Workbook Permissions
Tool to list permissions set on the workbook file. Use when you need to see which users or links have access to a specific Excel file by supplying its drive and item IDs. Example: "List permissions for workbook with drive_id 'b!abc123' and item_id '0123456789abcdef'."
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List Workbook Tables
List tables across a workbook without requiring a worksheet identifier.
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List Worksheets
List worksheets in an Excel workbook using Microsoft Graph API.
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Merge Cells
Merge cells in a worksheet range using Microsoft Graph API.
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Protect Worksheet
Tool to protect a worksheet using optional protection options. Use when you need to prevent editing certain parts of a sheet before sharing. Example: "Protect 'Sheet1' to lock formatting and sorting."
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Reapply All Table Filters
Reapply All Table Filters
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Reapply Table Sort
Reapply Table Sort
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Refresh Excel Session
Refresh Excel Session
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Refresh Pivot Tables
Refresh Pivot Tables
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Resolve Shared Workbook
Resolve a Microsoft Graph share token, shareId, or raw sharing URL to DriveItem metadata.
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Revoke Workbook Permission
Remove a non-inherited sharing permission from a workbook.
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Run Graph Mutation Batch
Create, update, or delete drive or workbook resources in up to 20 requests; inspect every subresponse status because individual mutations can fail.
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Run Graph Read Batch
Read drive or workbook data in up to 20 GET requests; inspect every subresponse status because individual requests can fail.
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Search Drive Files
Search OneDrive drive items by query and return files, optionally filtered by extension, to discover Excel workbook IDs. Extension filtering is applied to each returned page.
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Search Microsoft 365 Content
Search OneDrive and SharePoint content using Microsoft Search.
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Search Sites
Search SharePoint sites by free-text query for workbook discovery.
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Set chart data
Replace an Excel chart's source range and optionally choose whether rows or columns define its series.
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Set chart position
Set chart position
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Sort Range
Sort a range in a worksheet using Microsoft Graph API.
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Unmerge Range
Split a merged worksheet range back into separate cells.
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Unprotect Worksheet
Remove protection from a worksheet so it can be edited again.
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Update Chart
Update a chart in a worksheet using Microsoft Graph API.
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Update chart component
Update one Excel chart component: an axis, data labels, chart title, axis title, supported gridlines, axis font, fill, or supported line format.
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Update Chart Legend
Update a chart legend's visibility, position, or overlay setting.
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Update chart series
Rename one Excel chart series by ID or zero-based collection position.
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Update Drive Item
Rename, move within the same drive, or update client timestamps for a DriveItem by stable ID.
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Update Named Item
Update a workbook named item's visibility or comment.
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Update Range
Update cell values in a specified worksheet range using Microsoft Graph API.
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Update Range Format
Update exactly one formatting component on a workbook range.
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Update SharePoint Range
Update values in a worksheet range in an Excel workbook stored in a SharePoint site's default drive using Microsoft Graph.
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Update Table
Update an Excel workbook table's name, header visibility, totals visibility, or style using Microsoft Graph.
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Update Table Column
Update the name or values of an Excel table column.
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Update Table Column Range
Update raw values in a table column's data-body cells by zero-based index.
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Update Table Row
Update Table Row
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Update Worksheet
Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.
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Upload Workbook from URL
Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.
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Who Am I
Return the identity (email, name) of the connected Excel (Microsoft) account.
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How the Excel integration works
The Excel integration connects your Dench AI CRM directly to Excel, so agents can read and act on your Excel data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
125 actions are available for agents to invoke on your behalf. Every call runs through Excel's own authorization, scoped to the account you connect.
Set up Excel in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Excel and click Connect — you'll authorize access through Excel's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Excel in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Excel integration work with Dench?
The Dench Excel integration connects your AI CRM to Excel, so AI agents can work with your Excel data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Excel via Dench?
The Excel integration currently exposes 125 actions, including Add Chart, Add Named Item, Add SharePoint Worksheet, Add Table, Add Table Column, and Add Table Row. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Excel to Dench?
No. You connect Excel from your Dench workspace using Excel's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Excel integration secure?
Connections are authorized through Excel's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Excel connection from your workspace settings at any time.