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Excel Automation Guide

From Formulas to Power Query: Replace Them All with a Simple Chat

AI agents automate your Excel reports end-to-end. No VBA, no scripts, no workflow builders—just describe what you need.

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8–15 hours saved weekly

Reclaim time spent on manual data entry, formatting, and copy-paste workflows. Redirect that energy to analysis and decision-making.

No more version chaos

Eliminate "final_v3_REAL.xlsx" confusion. One source of truth, automatically updated, with full change history.

Consistent output every time

Same structure, same formatting, same quality—whether it's Monday morning or month-end crunch. No human variability.

Your Daily Tasks, Automated

See how founders and small teams use Reflexion to reclaim their time.

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Generate professional proposals from a brief description. Pull in client details, pricing, and terms automatically.

Never let a lead go cold. Automatic follow-up sequences based on your CRM or spreadsheet.

Compile project progress, highlights, and blockers into a clean update—sent automatically.

Microsoft Excel

Microsoft Excel

Full support for .xlsx, .xlsm, and legacy formats. Works with Power Query and Office Scripts.

Google Sheets

Google Sheets

Native integration with Google Workspace. Support for ImportRange, Apps Script, and shared drives.

OneDrive

OneDrive

Connect to personal and business OneDrive accounts. Real-time sync with version history.

Google Drive

Google Drive

Access files from personal drives, shared drives, and team folders. Full permissions support.

SharePoint

SharePoint

Enterprise-ready integration with SharePoint sites, document libraries, and team channels.

Dropbox

Dropbox

Connect to Dropbox personal and business accounts. Sync files and track changes automatically.

Features

Extract & Aggregate

Pull invoices, receipts, and financial documents from your cloud storage and consolidate them automatically.

Chat with Your Data

Ask questions about your spreadsheets in natural language. Get instant insights and spot anomalies.

Scheduled Reports

Automate report delivery to stakeholders with customizable scheduling options.

Seamless Integration

Add comments, share insights, and work together with your team to extract maximum.

Safety & Control

Automation with Control

Stay in control while your agents handle the work. Set permissions, require approvals, and track every action.

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Continue reading

Excel Reporting: 7 Automation Patterns

Seven proven patterns that eliminate copy-paste from Excel reporting. Practical steps for finance teams.

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How to Automate Monthly Excel Reporting

A practical guide to automating your Excel-based monthly reports while maintaining full visibility and oversight.

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Month-End Reporting Workflow (Template + Checklist)

A complete template and checklist to streamline your month-end reporting process, reduce errors, and close faster.

Read more

FAQ

Frequently Asked Questions

Automate your workflows today

Join teams already saving hours every week with AI-powered automation. Connect your apps and let Reflexion handle the repetitive work.

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