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Microsoft Excel

Read and update the workbooks your business already runs on.

If your rates, expenses or payout calculations live in Excel, connecting it lets ProhostAI read those numbers when someone asks and add rows when something happens — without anyone opening the file.

Προεπισκόπηση

Microsoft Excel
Answer from worksheet dataRead a range and reply with the figure, rather than sending someone to open the workbook. "What were total maintenance costs for the Harbour flats last year?"

Δείτε πώς φαίνεται το Microsoft Excel στον χώρο εργασίας σας.

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ΓνώσηΛειτουργίες

Overview

Excel is the quiet backbone of a lot of property operations, usually because it is the only tool that bends to how a particular business actually works. Its weakness is access: the numbers are real, but only to whoever has the workbook open.

Connecting Excel gives everyone else a way in without giving them the file. Ask what a property cost last year and the AI reads the range and answers. When an expense or a completed job needs to be recorded, it can append the row in the format the workbook already uses.

The workbook stays exactly as you built it — same formulas, same layout, same reporting. What changes is that it can be queried in a sentence instead of opened, scrolled and filtered.

What ProhostAI can do with Microsoft Excel

Once Excel is connected, ProhostAI works with your workbooks in plain language — no formulas to write and no separate screen.

Read

  • Answer from worksheet data Read a range and reply with the figure, rather than sending someone to open the workbook. "What were total maintenance costs for the Harbour flats last year?"
  • Find the right workbook Locate a file and the worksheet inside it by name, without being told where it sits.

Create & update

  • Append a row Record an expense or a completed job in the shape the sheet already uses. "Add a £140 boiler repair for Church Street to the 2026 expenses sheet."
  • Update cells Correct a rate or mark an invoice as paid without opening the workbook.

Setup

Excel connects through Microsoft OAuth against the account that stores your workbooks in OneDrive or SharePoint.

  1. Open ProhostAI and go to Settings → Connections.
  2. Search for Microsoft Excel and select Connect.
  3. Sign in with the Microsoft account that holds your workbooks and approve the permissions.
  4. Ask for a figure from one of your sheets to confirm the connection works.

Good to know

  • The workbook needs to live in OneDrive or SharePoint rather than only on someone’s desktop — that is what makes it reachable.
  • ProhostAI reads and writes through the connected account’s permissions, so a workbook it cannot open stays out of reach.
  • Values are read live, so a number you change is the number reported next time; there is no import to re-run.
  • Say which workbook and worksheet is authoritative when several are similarly named. That is the usual cause of an answer that looks wrong.

FAQ

Does my Excel file need to be in OneDrive?

Yes — the workbook has to live in OneDrive or SharePoint for ProhostAI to reach it. A file that only exists on a local desktop is not accessible.

Can ProhostAI write into my workbook?

Yes, it can append rows and update cells in workbooks the connected account can edit, using the layout the sheet already has.

Will it break my formulas?

It writes values into cells like any other edit, so formulas elsewhere recalculate as normal. Because edits are ordinary, version history covers them.

Is the Excel integration free?

Yes, it is included with ProhostAI. You need your own Microsoft account with access to the workbooks.

How do I disconnect Excel?

Open Settings → Connections in ProhostAI and disconnect it, or remove ProhostAI from the app permissions section of your Microsoft account.

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