Connect Excel with Hookshot™ and your stack

Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables

Tools and triggers

What Agents can do in Excel

Available tools and events after Excel is connected.

  • Add Chart

    This action allows you to add a chart to a specified worksheet within an Excel file. You need to provide details such as the chart type and the range of source data for the chart.

  • Add SharePoint Worksheet

    This action creates a new worksheet in an existing SharePoint Excel workbook. It requires the site's ID and the specific item's ID where the worksheet will be added, as well as the name for the new worksheet.

  • Add Table

    Create a new table in a specified worksheet (or at the workbook level) in an Excel workbook. Provide the drive item ID, the range address, and whether the range has headers. When 'worksheet' is provided, the table is…

  • Add Table Column

    This action adds a new column to a specified table within an Excel file. It requires the table's ID, the values for the new column, and the index for where the column should be inserted.

  • Add Table Row

    This action allows the user to add a new row to a specified table in an Excel file stored on OneDrive. It provides options for positioning the new row and includes handling for workbook sessions.

  • Add Workbook Permission

    Grants access to a workbook by sending invitations to specified recipients with defined roles. This action enables sharing of an Excel file with necessary permissions.

  • Add Worksheet

    This action adds a new worksheet to an existing Excel workbook. It requires the ID of the file and the desired name for the new worksheet.

  • Apply Table Filter

    This action applies a filter to a specified column within a table contained in an Excel worksheet using the Microsoft Graph API.

  • Apply Table Sort

    This action applies a sort order to a specified table within an Excel worksheet. It utilizes the Microsoft Graph API to modify the table's sorting parameters as defined in the request.

  • Clear Range

    This action clears the specified range in a worksheet, removing values, formats, or contents based on the user's choice. It's useful for preparing a range for new data entry.

  • Clear Table Filter

    This action clears any existing filters on a specified column in a table. It requires the identification of the item, worksheet, and column for which the filter should be cleared.

  • Close Excel Session

    Closes an active Excel workbook session. This action is necessary to ensure that the session ends and any locks on the workbook are released, allowing other operations to proceed safely.

  • Convert Table to Range

    This action takes a table from an Excel file and converts it to a standard range format. This allows the data to be manipulated as a normal range in Excel after the conversion.

  • Create Excel Session

    This action creates a session for an Excel workbook, allowing real-time collaboration. It utilizes the Microsoft Graph API to manage the session and persist any changes as needed.

  • Create Workbook

    This action creates a new Excel workbook with the specified worksheets and data, then saves it to OneDrive. The workbook is generated from scratch and can include multiple worksheet tabs with custom names and populated…

  • Delete Table Column

    This action deletes a specified column from a table in an Excel file. It uses the Microsoft Graph API to perform the deletion based on the provided identifiers.

  • Delete Table Row

    This action deletes a specified row from a table in an Excel file. It uses the Microsoft Graph API to perform the deletion based on provided identifiers.

  • Delete Worksheet

    This action deletes a specified worksheet from an Excel file in OneDrive. It requires the file ID and the worksheet name or ID, and may optionally include a session ID for the workbook.

  • Export Workbook to PDF

    Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.

  • Get Chart Axis

    This action retrieves information about a specific axis of a chart in a workbook. You can obtain properties such as the minimum and maximum values, as well as formatting options for the axis.

  • Get Chart Data Labels

    Retrieve the data labels for a specified chart from an Excel workbook. This action allows inspection of various label settings, including visibility and formatting options.

  • Get Chart Legend

    This action retrieves the legend object of a specified chart. It allows users to inspect visibility and formatting of the legend after chart creation or updates.

  • Get Range

    This action retrieves a specified range of cells from a worksheet in an Excel file. It requires the ID of the worksheet and the specific range address to return the corresponding data.

  • Get SharePoint Range

    Retrieves a specified range of cells from an Excel worksheet stored in SharePoint. The action accesses the workbook using Microsoft Graph API to fetch the requested data.

Setup

Connect Excel in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.