ceven

Excel

Reads and writes data across your workbooks, manages table structures in real time, and automates the movement of data between your SaaS tools and spreadsheets.

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Why use Ceven?

  1. AI native Excel integration

    • Describe the outcome and Ceven picks the right Excel calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Excel data, across all 54 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Excel access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Excel, when, and on whose behalf.
    • The agent pauses and asks when Excel is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Excel.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Excel action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Excel, and when to use it.

Create workbook
Use this to start a new.xlsx file at a specific OneDrive path for a new project or reporting period.
Add worksheet
Create a new tab within an existing workbook to separate data by month or category.
Add table
Turn a range of cells into a formal table to enable structured referencing and filtering.
Add table row
Append a new record to the bottom of a table. Use this for logging events or adding new leads.
Add table column
Expand a table by adding a new column for additional data points or calculated fields.
Get range
Pull values from a specific cell range to use as input for another workflow step.
List tables
Retrieve a list of all tables in a worksheet to identify where to write data.
List worksheets
Pull the names and IDs of all sheets in a workbook to navigate complex files.
Clear range
Reset a specific area of a sheet by removing values and formats before a fresh data load.
Add workbook permission
Grant a specific user or group access to a file via an invite for collaboration.
Apply table filter
Filter a table column to isolate specific records for a focused data pull.
Delete worksheet
Remove a tab from a workbook after verifying that no other sheets depend on its data.
Add Chart
Add a chart to a worksheet using microsoft graph api.
Add SharePoint Worksheet
Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.
Apply Table Sort
Apply a sort to a table using microsoft graph api.
Clear Table Filter
Clear a filter from a table column using microsoft graph api.
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.
Convert Table To Range
Convert a table to a range using microsoft graph api.
Delete Table Column
Delete a column from a table using microsoft graph api.
Delete Table Row
Delete a row from a table using microsoft graph api.
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.
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.
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.
Create Excel Session
Create a session for an excel workbook using microsoft graph api.
Get SharePoint Range
Get a range from a worksheet in sharepoint using microsoft graph sites api.
Get SharePoint Worksheet
Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.
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.
Get workbook
Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.
Get Worksheet
Get a worksheet by name or id from an excel workbook using microsoft graph api.
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.

30 actions · scroll to see them all

Frequently asked questions

Ceven interacts with Excel through the Microsoft Graph API, which is designed for cloud scale. Instead of loading the entire file into memory, the agent targets specific ranges, tables, or worksheets. When pulling large amounts of data, Ceven uses pagination to fetch records in batches, ensuring the workflow does not time out or crash. For writing, it targets the table object directly, which is significantly faster than updating individual cells one by one. This approach allows the agent to maintain high performance even when your workbooks grow into massive operational logs with tens of thousands of entries across multiple tabs.
Ceven supports both OneDrive for Business and SharePoint Online. The agent uses specific SharePoint site IDs and drive IDs to locate workbooks stored in shared libraries. This means you can build workflows that pull data from a CRM and push it into a central department spreadsheet that the whole team accesses on SharePoint. The permission model remains the same, where the account connecting to Ceven must have the appropriate edit rights to the SharePoint site and the specific file to perform write actions or modify workbook permissions for other users.
Microsoft Graph API generally allows concurrent edits, but certain session based operations can create locks. If a workbook is locked by a persistent session, the API may return a conflict error. Ceven handles this by attempting a retry logic. If the lock persists, the agent can call the Close Excel Session tool to explicitly end any hanging sessions and release the lock. This ensures that automated updates do not get stuck because a human user left a file open in a way that blocked API access to a specific table or range.
Ceven can read the results of formulas already present in a cell, but it does not execute VBA macros or legacy Excel scripts. Because the integration runs via the cloud API, it cannot trigger local desktop macros that require a physical installation of Excel. However, you can design your workbook with native Excel formulas that calculate automatically when Ceven writes new data into a cell. The agent pushes the raw value, and Excel handles the calculation on the server side, allowing the agent to then read the updated calculated result in a subsequent step.
Yes, Ceven is subject to the Microsoft Graph API throttling limits. Microsoft imposes limits on the number of requests per second and per minute to ensure service stability. If a workflow attempts to update thousands of individual cells in a loop, you may encounter a 429 Too Many Requests error. To avoid this, Ceven is engineered to use batch requests and table based updates, which count as fewer API calls than individual cell edits. If you hit a limit, the agent will automatically pause and use an exponential backoff strategy to resume the task.
Ceven uses OAuth 2.0 for all Microsoft integrations. When you connect your account, you are redirected to the Microsoft login portal where you grant specific permissions to Ceven. We never see or store your password. Instead, Microsoft provides a refresh token that allows Ceven to request short lived access tokens. These tokens are encrypted at rest and are only used to perform the actions you have authorized in your workflows. You can revoke this access at any time through your Microsoft account security settings, which immediately cuts off the agent's ability to read or write to your files.
Yes, the agent can add charts to a worksheet and configure their properties. It can define the data range the chart should reference and set the chart type. While the agent cannot perform a visual design review, it can programmatically set axis labels and legend visibility. This is particularly useful for workflows that generate a weekly report workbook and need to include a visual summary of the data without a human having to manually insert the chart and select the ranges every single Monday morning.
Absolutely. This is a common use case for data consolidation. The agent can read a specific range or table from a source workbook in one folder, process or filter that data within the workflow layer, and then write the results into a master workbook in a different folder or SharePoint site. This eliminates the need for complex cross workbook links or Power Query refreshes that often break when file paths change. Ceven treats each workbook as a distinct data source and handles the mapping between them in real time.

Alternatives to Excel

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Google Sheets logoGoogle SheetsAirtable logoAirtableSmartsheet logoSmartsheet

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Plug Ceven on top of the tools you already run. Connect Excel and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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