Microsoft Excel

With this integration connected, you can use Filed Chat and Routines to retrieve information from Microsoft Excel and, when Write access is enabled, perform approved actions in Microsoft Excel.

Connect Microsoft Excel

1. Name the connection for the Microsoft account or team.

2. Sign in with the user that can access the workbooks Filed should use.

3. Approve Microsoft consent and return to Filed for verification.

4. Test with a non-production workbook before enabling write access.

Files stored in OneDrive or SharePoint still follow that user's file permissions.

Verify the connection

After the connection becomes Active, open a known item that the authorized account should be able to access. Confirm Microsoft consent and workbook access. For a new connection, test against a non-production or non-client-sensitive item before relying on it in a deadline-driven workflow.

Manage permissions

Read access is always enabled. Turn off Write in the connection settings to prevent Filed from creating or modifying Microsoft Excel data while keeping the connection available for read-only workflows. Re-enable it only after the firm approves the change.

Troubleshooting

The authorization screen will not complete. Sign out of the wrong provider account, restart the connection, and use the firm-managed account that has Microsoft consent and workbook access.

The connection is active but data is missing. The provider only exposes content available to the authorized user. Review Microsoft consent and workbook access, then reconnect if the account or environment was wrong.

The connection is pending or failed. Open the connection in Filed, correct the provider-side issue, and select Reconnect. Do not create duplicate connections to work around a permissions problem.

Using this integration with Filed Chat and Routines

Use Chat for one-off questions and guided work on a client, such as finding Microsoft Excel information, summarizing it, or preparing an approved next step. Use Routines to automate repeatable work with Microsoft Excel data on a schedule or in response to a trigger.

Both experiences respect the connection's access: they can only use data the authorized account can reach, and they can only perform changes when Write is enabled. Review changes in the connected application before you finalize them.

Example prompts

Use these as starting points and replace the bracketed details with the client, date range, folder, record, or task you need. Filed will only run write actions when this connection's Write access is enabled.

• “Summarize the Microsoft Excel information for [client name] for [date range].”

• “Find items in Microsoft Excel that need review before [deadline].”

• “With write access enabled, prepare the approved Microsoft Excel update and show the proposed changes first.”

Capabilities

Review financial operations information

Use Filed to retrieve the payroll, spend, payment, or billing information available to the connected account. This helps with review, reconciliation, and deadline-driven operational work.

Prepare approved financial operations changes

When Write access is enabled, Filed can support provider actions that your firm has approved. Review the proposed change carefully before allowing it to affect live financial records.

Separate reporting from action

Use read-only access for reporting and analysis. Enable Write only for a dedicated connection whose owner and scope are appropriate for production financial activity.