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AI automation inside Excel.

Keep Excel. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
Microsoft 365 logoMicrosoft 365SharePoint logoSharePointOutlook logoOutlookMicrosoft Teams logoMicrosoft TeamsXero logoXeroNotion logoNotion
Product in action

One email in. Filed, tasked and answered.

AI automation for Excel means reviewed AI agents working inside Excel: filing documents to the right client, raising the task and drafting the reply. It works through Excel's own Workbook tables, Microsoft Graph and Office Scripts. Your data stays in Excel.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Excel and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Workbook data validation and exception summaries✓
Recurring report preparation from approved tables✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
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Microsoft 365Connected
SharePointConnected
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First workflows

First workflows worth automating in Excel.

Each one has a trigger inside Excel, a reviewed AI step, and a person on the approval.

  • 01 Workbook data validation and exception summaries
  • 02 Recurring report preparation from approved tables
  • 03 Reconciliation support across spreadsheets and source systems
  • 04 Plain-language commentary from selected workbook data
  • 05 Office Script workflows triggered after file updates
Product-specific AI

AI workflows that speak Excel's language.

Horizon can govern a cross-system workflow that checks an approved workbook beside source records, prepares exceptions and writes reviewed outputs back to a defined table.

Access first

The Microsoft Graph Excel API works with supported workbooks in OneDrive or SharePoint and requires the right Graph permissions. Office Scripts availability depends on the Microsoft 365 tenant and licence. Check the official integration documentation.

Excel modules we work inside
Workbook tablesMicrosoft GraphOffice ScriptsOneDriveSharePoint
Often paired with

Software we build Excel workflows alongside.

Notion logoNotion AI automationProductive logoProductive AI automationMicrosoft 365 logoMicrosoft 365 AI automationSharePoint logoSharePoint AI automationXero logoXero AI automation
Where to next

Excel sits at the centre of productivity and collaboration teams.

Industry

AI automation for professional services firms

The full productivity and collaboration stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Excel AI automation, answered.

Can AI handle workbook data validation and exception summaries in Excel?
Yes - this is one of the first Excel workflows Horizon AI builds. An AI agent watches for the trigger inside Excel, drafts the workbook data validation and exception summaries, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Excel features like Workbook tables and Microsoft Graph?
It works alongside them. Horizon AI builds against Excel's own capabilities - Workbook tables, Microsoft Graph, Office Scripts, OneDrive - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with Excel?
The Microsoft Graph Excel API works with supported workbooks in OneDrive or SharePoint and requires the right Graph permissions. Office Scripts availability depends on the Microsoft 365 tenant and licence.
Does Horizon AI replace Excel?
No. Excel stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Excel.
Which productivity and collaboration workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for professional services firms patterns we have built before.
The audit costs nothing

Put AI to work inside Excel.

Tell us the Excel job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.