> For the complete documentation index, see [llms.txt](https://docs.senseloaf.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.senseloaf.ai/sia-chat/sia-for-microsoft-excel.md). # SIA for Microsoft Excel Read your hiring tracker and write results straight back — without keeping two systems in sync Most teams already run hiring out of a spreadsheet alongside whatever tool they officially use. Connecting MS Excel lets SIA work with that workbook where it already sits and write results straight back into your rows — no second system to maintain by hand. {% hint style="warning" %} **Note:** The workbook you want SIA to use should be stored in OneDrive or SharePoint before connecting. MS Excel access is granted through those — make sure your files are there before you begin. {% endhint %} ### Connecting MS Excel

1. In Chat, open **Connectors** from the sidebar 2. Find the **Excel** card and click **Connect Excel** 3. A Microsoft sign-in tab opens — sign in with the Microsoft 365 account that has access to your templates 4. Review the permissions shown and click **Allow** 5. You're redirected back to Chat and the card now reads **Connected** {% hint style="warning" %} MS Excel is its own separate Microsoft connection — connecting it does not connect OneDrive or MS Word, and each needs its own approval even though all three are part of Microsoft 365. {% endhint %} ### What you can do once connected Once MS Excel is connected, SIA can read and updated your workbook directly: * **Find and read a workbook** — SIA can list your workbooks and worksheet tabs by name, then read the data from a tab or a specific range you point it at * **Write grades and scores back into your existing rows** — tell SIA which rows changed and it updates that range with the new values * **Export a shortlist or pipeline summary as a new workbook** — saved into any OneDrive folder you choose, as a fresh file with the data on its first tab * **Style a range** — bold or italicise it, change the font size or colour, or add a background colour to make header rows stand out ### Try it in chat * *"What tabs are in my 'Applicants Q3' workbook, and what's in the Candidates tab?"* * *"Update the Grade column for these three rows in that workbook."* * *"Export the top 10 matches to a new workbook in Recruiting/Shortlists."* * *"Bold the header row in the Shortlist tab and fill it blue."rviewers disagreed."*

### A few things to note * **Screening candidates directly from a workbook isn't available yet -** Unlike Google Sheets, the MS Excel connector reads and writes cell ranges but can't turn workbook rows into candidates by itself. Importing and screening a tracker in one step isn't supported for MS Excel at this time. * **Writing to a range overwrites it -** When SIA updates specific rows, it reads the existing block, edits the rows that need changing, and writes the whole block back. There's no row-by-row matching by email or candidate ID on the server side — that matching happens against what SIA already has in context. * **Reading a range doesn't include lookup shortcuts -** SIA works with the data that's returned from a range — it doesn't ask MS Excel to find a row by email or calculate an average across a column. That kind of processing happens on what SIA already has. * **Column widths can't be adjusted -** Only font styling (bold, italic, size, colour) and fill colour are supported through this connector. * **Nothing changes in your workbook without your approval -** SIA always shows you what it's about to write before making any changes. ### Disconnecting MS Excel 1. Go to **Connectors** in the sidebar 2. On the Word card, click **Disconnect** This revokes access to Excel only — your OneDrive and MS Word connections, if you have them, are unaffected. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.senseloaf.ai/sia-chat/sia-for-microsoft-excel.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.