Query and answer questions from Excel spreadsheets with GPT-4 Mini

This workflow creates an intelligent chatbot that uses your Microsoft Excel workbooks as a knowledge base. The AI agent can automatically query your Excel spreadsheets to provide accurate, contextual responses based on your stored data and information.


Who's it for

This template is perfect for: Business teams who maintain their knowledge base in Excel spreadsheets Organizations with existing data and processes in Microsoft 365 Small businesses using Excel for inventory, customer data, or documentation Teams wanting to make their Excel data conversationally accessible without complex database setup Companies looking to leverage familiar Excel workflows with AI capabilities

How it works

The workflow combines OpenAI's language model with Microsoft Excel's spreadsheet capabilities to create a smart chatbot. When users ask questions, the AI agent automatically determines which Excel worksheets and data ranges are relevant and uses that information to generate helpful responses. The system maintains conversation history for natural, contextual interactions.

How to set up

1. Add your credentials: - Configure your Microsoft Excel (Office 365) credentials in the Get Excel Data node - Set up your OpenAI API credentials in the OpenAI Chat Model node