Create Chatbot With Excel Data
Turn your Excel files into intelligent conversations. No formulas, filters, or technical skills. Simply ask questions in English and get instant answers from your spreadsheet.
Create Chatbot With Excel Data
Turn your Excel files into intelligent conversations. No formulas, filters, or technical skills. Simply ask questions in English and get instant answers from your spreadsheet.
How to create a chatbot with Excel data?
Sign Up for Free
Visit Kaily website and click the “Sign Up” button. You can sign up with your name, email, and password, or log in instantly with your Google or Apple ID.
Customize Your Chatbot
After you have created an account, customize the chatbot to fit the style of your brand. Select its name, colors, attitude, and overall personality to match your corporate identity.
Add Data Sources
Upload Excel files, connect to databases, or link to the web by clicking “Add Data Sources.” Turn on auto-sync to keep the responses of your chatbot in sync.
Test and Deploy
You should start with actual questions that test your chatbot. Once you are ready, launch it to your website or internal tools with the click of a few buttons.
What is a chatbot for Excel data?
A chatbot for Excel data is a bot powered by AI that lets users talk with spreadsheet data in natural language. So, they don't have to click through rows and columns themselves. Users can ask questions like “What were the sales last month?” or “Give me overdue invoices,” and get real, precise replies to these types of queries.
The chatbot can crunch numbers, filter data, provide an overview, and even check for mistakes. The best thing is that it does not need anyone in the room to be an expert with Excel. Moreover, it streamlines data access and analysis. By transforming static spreadsheets into a dynamic conversation, an Excel data chatbot gets business insights faster, more conveniently, and is available to everyone in the company.
Why is there a need for a chatbot with Excel data?
Upload your spreadsheet, ask your question, and let the Kaily chatbot turns your Excel chaos into crystal-clear insights instantly.
Time-consuming manual search
Digging through large spreadsheets to find specific data is tedious and slows down decision-making.
Lack of technical skills
Not all team members know how to use formulas, filters, or pivot tables to get the insights they need.
Data overload & confusion
Too many rows and columns make it hard to extract meaningful information quickly, leading to errors and delays.
Dependency on analysts or Excel experts
Teams often rely on a few experts to interpret data, creating bottlenecks and reducing agility.
Who needs a chatbot for Excel data?
Stop going to and fro between Excel sheets and tabs. If you are someone who has to struggle with Excel sheets daily, then Kaily chatbot is the ideal solution for you. So, if you belong to any one of the following, sign up for free and get your own chatbot:
- Business teams
- Analysts & managers
- HR, finance & sales departments
- Non-technical staff
- SMEs & enterprises
Let’s stop making Excel sheets a nightmare at work. Try Kaily chatbot today!
Key features & benefits of Kaily chatbot for Excel data
Kaily chatbot reads and understands your spreadsheets, providing fast, accurate insights across finance, HR, operations, and more, all through a simple chat interface.
Customizable Responses & Exports
Filter, analyze, and then export chatbot responses back into Excel or other formats—perfect for quick reporting.
Multi-Sheet Understanding
Kaily chatbot can access and analyze data across multiple sheets in the same Excel file, delivering comprehensive answers.
User Authentication & Access Control
Authenticate users and restrict data access based on roles, departments, or user permissions.
Multilingual Support
Interact with the chatbot in multiple languages, making it accessible to global teams and users across regions.
Kaily chatbot with Excel data use cases across industries
Finance & Accounting
Quickly analyze budgets, forecasts, and expense reports. Ask for cash flow summaries, variance reports, or overdue invoices directly from Excel files.
Sales & Marketing
Track leads, sales performance, campaign metrics, and conversion rates in real-time—without digging through spreadsheets.
Human Resources
Access employee records, attendance logs, payroll data, and performance metrics from Excel with a simple query.
Operations & Supply Chain
Monitor inventory levels, shipment statuses, supplier performance, and order tracking across Excel sheets instantly.
Education & Training
Review student performance, attendance records, and training results quickly by querying Excel-based academic or training data.
Retail & E-commerce
Check product inventory, pricing changes, sales trends, and customer order history from large Excel databases.
Factors to consider for building a chatbot with Excel data
Building a chatbot for Excel data is simple and easy with Kaily platform. But there are some important factors that you should keep in mind. They are:
- Data structure & cleanliness
- Multi-sheet support
- Natural language processing
- Integration options
- User access control
- Security & compliance
These factors ensure that your chatbot will be secure, have smooth functioning, and be scalable. Build your own chatbot for Excel data today.
The future of Excel AI agents
The fate of Excel AI agents is certainly very bright. Today, most companies are still battling with complicated spreadsheets, a lack of access to data, and an overreliance on Excel gurus. Current AI agents may interpret simple inquiries, but they often don’t have enough context or can’t handle untidy, unstructured information.
As AI progresses, upcoming Excel AI agents will possess enhanced reasoning, improved multi-sheet understanding, and more intelligent error detection. When they do connect to live data sources, become voice control capable, and add 'more advanced' visualization, they are going to be even more of a powerhouse. And Excel AI agents are going to change the way teams work with their data, swapping seconds for insights, seamless collaboration, and decision making that's faster than ever.
Frequently Asked Questions
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Q. What is a chatbot with Excel data?
A. Chatbot with Excel data is an artificial intelligence-based chatbot that can read, understand, and curate information and extract data based on the information present in your Excel spreadsheets, all in plain English.
Q. Do you have to be familiar with Excel formulas to use the chatbot?
A. No. You can ask questions in plain English, and the chatbot will do the math, filtering, and data crunching for you.
Q. Is it possible to have the chatbot work with several sheets in one Excel file?
A. Yes, Kaily chatbot can jump between several sheets in a single Excel file and make an analysis.
Q. Is my Excel data secure?
A. Yes. Your data is encrypted, and through role-based authority, you can control who is able to see what.
Q. Is the chatbot available on mobile or elsewhere?
A. Yes. Kaily chatbot is accessible across the web, mobile, and chat channels (including on Slack, Microsoft Teams, and even WhatsApp).
Q. What are some of the things this chatbot can do?
A. The chatbot can aggregate, calculate, filter, solve, detect, generate, and monitor your Excel files directly.
