HeyBobTurn a workbook into a decision.
Connect Excel and Bob reads the workbook, checks it against your other tools, and tells you what it means. In the HeyBob app on Mac, Windows and Linux, or in Slack. He asks before he changes a cell.
- Your own Microsoft account
- Asks before he changes a cell
- A receipt on every job
What Bob can do in Excel.
He uses what the Excel connection offers for your account. Excel is most useful as part of a bigger job: read the numbers, check them against the deal or the inbox, write up what changed.
Read workbooks
Sheets, tables and ranges in files your account can open in OneDrive or SharePoint.
Compare and explain
Line a workbook up against Salesforce, Outlook or a project tool and say what does not match.
Change a workbook
He shows you the exact cells he will change and waits for your OK.
Six things to hand him.
Say it the way you would to a new hire. Name the file, and the sheet if you know it.
“Use the Q3 forecast workbook and tell me which assumptions explain most of the change from last month.”
A known file means a sharper answer.
“Compare the renewal workbook with our Salesforce opportunities. List mismatched amounts, stages and close dates. Do not update anything.”
A read-only check is the safest first job. Decide which app owns each number before you fix either.
“Every Monday, sum up the staffing workbook and flag projects where demand is above confirmed capacity.”
Ask once. It arrives every Monday.
“Add the approved budget changes to the planning workbook and show me the exact cells before writing.”
Nothing changes until you say yes.
“Read the latest Outlook thread about the vendor renewal, compare the numbers with Excel, and sum up the decision for procurement.”
The value is the finished job, not cells pasted into a chat.
“Make a page of the forecast for the leadership team and refresh it every morning.”
A live page your signed-in team can open, refreshed on the schedule you pick.
Connected in a minute.
Tell Bob to connect Microsoft Excel.
Tap the button he posts and sign in with Microsoft.
Read what Microsoft asks you to allow. Your company’s Microsoft admin may need to approve it.
Come back, name the workbook, and ask again.
Each person connects their own Microsoft account. Bob never asks for a password in chat, and he can open only the files that account can open.
Start with a question, not an edit.
- He sees what you see. Workbooks usually take their sharing from OneDrive or SharePoint.
- Not every Excel feature is on offer. If a job needs something the connection lacks, he says so instead of pretending.
- Check big models once. Formulas, pivot tables, macros and links to other files can surprise anyone. Check his first answer against the sheet before you put it on a schedule.
- Keep changes small. Look at the cells he will touch before you approve.
Common questions.
How does Bob connect to Microsoft Excel?
Ask him to connect it, tap the button he posts and sign in with Microsoft. No password goes into chat.
What can Bob do with Excel?
Read and explain workbook data your account can open, compare it with your other tools, and make changes you approve, as far as the Excel connection allows.
Does Bob ask before changing a workbook?
Yes. Changes to a workbook wait for your OK by default.
Can Bob open every Excel file in Microsoft 365?
No. Only the files the connected account can open, within what your Microsoft admin allows.
Hand Bob the report you build by hand every week.
$100 of work, on us. Set up in 2 minutes.