What Triform can do with Microsoft Excel
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
Data Enrichment
- Fill missing data with AI research.
- Categorize transaction rows.
- Standardize formatting.
Analysis & Reporting
- Generate pivot tables automatically.
- Detect trends and anomalies.
- Write summary reports.
Connectivity
- Pull live data from APIs.
- Push rows to SQL databases.
- Trigger emails from cell changes.
What Triform can do with Microsoft Excel
Real-world examples of how teams use Triform + Microsoft Excel
Workflow 1
Financial Closing
Trigger End of Month
Steps
- Import bank transactions.
- Categorize expenses with AI.
- Reconcile against invoices.
- Generate P&L draft.
Related
Workflow 2
Inventory Update
Trigger New Order received
Steps
- Locate SKU in Master Sheet.
- Deduct quantity.
- Check reorder level.
- Create PO if low stock.
Related
How Triform connects
1
Connect Microsoft
Sign in with Microsoft 365 account.
2
Select Files
Choose Excel files on OneDrive/SharePoint.
3
Install Add-in
Optional: Use our Excel Add-in for in-app features.
Who uses Triform with Microsoft Excel
For finance, ops, and analysts.
Roles
Financial Analysts Accountants Supply Chain Managers
Teams
Finance Operations Data
Why Triform for Excel?
Excel 365 Native
Works with cloud-hosted workbooks.
AI Functions
Use =ASK_AI() to run prompts in cells.
Large Datasets
Optimized for performance.
FAQ
Does it work with desktop Excel?
It works best with files stored in OneDrive/SharePoint.
Can it run macros?
It replaces macros with cloud-based agents.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.