Your AI Agent Logs Everything to Excel 365

Capture leads, log feedback, update records, and pull data, all from chat. Boei's agentic AI calls the Excel 365 API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Log leads + feedback✓Look up + update records✓You pick which actions are on
Start Free Trial

Enterprise? Schedule a demo →

from 159 reviews

Excel 365 Capabilities

What Your AI Agent Can Do With Excel 365

Boei's agentic AI calls the Excel 365 API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Log a new lead

The agent collects the right fields and creates a row in Excel 365 with timestamp, source, and full transcript.

I'm interested in your service
Got it. I've logged you in Excel 365 with your details and a transcript of our chat.

Look up an existing record

Customers ask about their order/booking/account, the agent fetches the row from Excel 365 and replies inline.

What did I order last time?
Looking up in Excel 365... last order was 12 May, two boxes of premium roast. Want a re-order?

Update an existing row

Status changes, address updates, plan switches, the agent edits the Excel 365 row directly from the chat.

Update my address to 12 Rue de Lyon, Paris
Done. Address updated in Excel 365. Anything else?

Capture structured feedback

Bug reports, feature requests, NPS responses, all logged to the right table in Excel 365 with the right tags.

The export button is broken on Safari
Logged in Excel 365 as 'Bug · Export · Safari'. Engineering will be notified.

Need something else? Tell the AI in plain English. The agent figures out the right Excel 365 API call and runs it live.

Lead Tracking That Fits Your Microsoft Environment

Plenty of businesses already track leads in Excel. It is familiar, powerful, and lives right alongside everything else in OneDrive. The only friction is getting leads into the spreadsheet. Someone has to manually type in details from every chat conversation, every email inquiry, every WhatsApp message. That manual step is where leads get lost.

Boei eliminates that step. When a customer contacts you through your website, the AI agent collects their details and sends a webhook to Zapier or Power Automate. That data gets inserted as a new row in your Excel table on OneDrive or SharePoint. Name, email, phone, message, channel, page URL, and timestamp all land in the right columns.

Because the file lives on OneDrive, your whole team sees updates in real time. Open it in Excel desktop, Excel Online, or even in Teams. The data is there, formatted in your table structure, ready for pivot tables, charts, or whatever analysis you already do with Excel.

How It Works

Website visitor to Excel row in seconds

1

Customer Contacts You

A visitor reaches out through your website chat, WhatsApp, contact form, or AI chatbot. They share their question and contact information.
2

Webhook Sends Lead Data

Boei's AI agent captures the lead details and sends them via webhook. Zapier or Power Automate receives the data and prepares it for Excel.
3

New Row in Your Excel Table

A row is added to your Excel table on OneDrive or SharePoint with all lead details in the correct columns. Your team sees it instantly in any Microsoft app.

What Microsoft Teams Do With Auto-Logged Leads

Structured Excel Tables for Clean Data

Leads go into a formatted Excel table with headers, data validation, and column types already set. This means your pivot tables, charts, and formulas work immediately on the new data without manual cleanup.

Power Automate Workflows

Use Power Automate instead of Zapier to keep everything in the Microsoft ecosystem. When a new row appears, trigger a Teams notification, send an Outlook email, or update a Planner task. All within Microsoft 365.

Pivot Table-Ready Data

Every row has consistent columns: date, channel, source page, lead type. Your existing pivot tables update automatically. Slice by month, channel, or product interest without reformatting anything.

Shared Workbooks in Teams

Pin the Excel file in a Teams channel so your sales team always has the latest leads visible. Comment on rows, assign follow-ups, and track progress without leaving Teams.

Frequently Asked Questions

Does this work with Excel on OneDrive or SharePoint?

Both. You can target an Excel file stored on OneDrive for Business or on a SharePoint site. Zapier and Power Automate both support creating rows in Excel files stored in either location.

Can I use Power Automate instead of Zapier?

Yes. Boei's webhooks are standard HTTP webhooks that work with any automation tool. Power Automate can receive the webhook and insert rows into Excel using the built-in Excel Online connector.

Does the Excel file need a specific format?

The data should go into a formatted Excel table (Insert > Table). This ensures columns have headers and new rows are properly structured. Your automation tool maps webhook fields to these column headers.

Will this work with the desktop version of Excel?

Yes. The file lives on OneDrive, so changes sync to every place you open it, including Excel desktop, Excel Online, and the Teams embedded viewer. New rows appear within seconds of being added.

What Boei plan supports Excel webhooks?

Webhooks require the Growth plan at $49/month with annual billing. This includes API access, 3 chatbots, 7,000 AI credits, and the webhook functionality needed for the Excel integration.

Is my data secure?

The lead data flows from Boei via webhook to your automation tool, then into your own OneDrive or SharePoint. The Excel file stays in your Microsoft 365 tenant, subject to your organization's security policies and access controls.

Keep Your Leads Where Your Team Already Works

Excel on OneDrive, updated in real time by your AI agent. No new tools to learn, no data to export.

Start Free Trial

Enterprise? Schedule a demo →

✓ 7-day free trial • ✓ No credit card required • ✓ Works with OneDrive and SharePoint