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AI Excel Assistant
Automate Excel tasks with AI. Generate formulas, analyze data, and streamline spreadsheets effortlessly. Save hours on repetitive work.
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Your next hire isn’t human. These teams know.
Easy as one, two, three.
Describe your agent
Ask Lindy what to do and watch it build your Agent in minutes.
Connect your apps
Hundreds of integrations available.
Let AI do the work
Give custom instructions to your agent, all in natural language.
Use-cases
Boost Excel productivity 10×
Cut hours of manual formula work to minutes by translating plain English into formulas, automating repetitive tasks, and reducing errors, enabling professionals to complete spreadsheet work more quickly.
Eliminate Excel formula confusion
Instant, plain-English explanations for VLOOKUP and other complex functions; faster comprehension of existing spreadsheets; practical Excel skills without formal technical training.
Automate data analysis effortlessly
Turn raw data into actionable insights without manual calculations. AI Excel Assistant creates pivot tables, generates reports, and performs advanced analytics automatically, saving an estimated 5+ hours per week on data processing.
Save time on repetitive tasks
Focus on strategic work instead of data entry: automatically clean data (remove duplicates, normalize dates, trim whitespace), enforce consistent formatting, and run bulk operations like filling formulas and reconciling sheets, freeing up 20+ hours monthly for high-value business activities.
Master Excel without training courses
Become an Excel power user with AI guidance: receive personalized formula suggestions, on-demand best-practice guidance, and step-by-step solutions for complex problems without enrolling in paid courses.
Learn more
Step 1
Analyze Sheet
Scan sheet data to detect patterns and flag missing or outlier values.
Step 2
Add Formulas
Auto-generates common formulas (SUM, IF, VLOOKUP) and creates pivot-ready fields to reduce manual errors.
Step 3
Build Charts
Generates bar, line, and pie charts and assembles dashboards for sharing.
Use Cases
1
Instant formula generation and fixes
Generate formulas from natural-language prompts, including SUMIFS, XLOOKUP, INDEX-MATCH and array formulas; debug errors and optimize references. Automate formula creation and fixes to reduce manual trial-and-error and improve accuracy.
2
One-click data cleaning and standardization
Turn plain-language requests into ready-to-use formulas (SUMIFS, XLOOKUP, INDEX‑MATCH, array formulas), detect and fix common errors (#REF!, #N/A, #VALUE!, circular references), correct relative/absolute references, and suggest simplified, faster alternatives with a brief explanation and sample results for verification.
3
Automated analysis and insights
Turn plain-language requests into tested Excel formulas, including SUMIFS, XLOOKUP, INDEX‑MATCH and array formulas, auto-detect and fix syntax and reference errors, and suggest optimized ranges, named ranges and reusable alternatives.
4
Build charts and dashboards
Generate appropriate chart types, apply consistent formatting, add slicers, and assemble KPI dashboards from a single prompt. Charts update automatically as source data changes, keeping reports current without manual refresh.
5
Reliable merging and reconciliation
Match and merge data across sheets and sources with smart lookups, fuzzy matching, and conflict handling. Quickly compare versions, highlight differences, and reconcile totals to keep reports consistent and audit-ready.
6
Hands-free workflow automation
Schedule refreshes, auto-generate reports and PDFs, export and email outputs, and apply repeatable transformations across files. Turn multi-step tasks into one-click flows to reduce repetitive work without using VBA.
FAQ
What is AI Excel Assistant and how does AI Excel Assistant work in Excel?
AI Excel Assistant is an AI-powered tool that generates formulas, analyzes data, and builds charts from plain-language prompts. It scans spreadsheets to detect patterns, missing values, and outliers, then creates pivot-ready fields, formulas (SUMIFS, XLOOKUP, INDEX-MATCH, array formulas), and bar/line/pie charts for data analysis.
Can AI Excel Assistant clean and standardize messy spreadsheets automatically?
Yes, AI Excel Assistant automatically cleans and standardizes messy spreadsheets by removing duplicates, trimming spaces, fixing casing, splitting or merging columns, normalizing dates, and applying data validation in one click. The tool helps teams analyze data, add formulas, and streamline spreadsheets without VBA or manual rework.
How does AI Excel Assistant generate and fix complex Excel formulas like SUMIFS, XLOOKUP, INDEX-MATCH, and arrays?
Type a goal and AI Excel Assistant outputs precise formulas, explains the logic, debugs errors, and optimizes references—reducing trial-and-error while boosting accuracy for Excel formula generation. AI Excel Assistant also prepares pivot-ready fields to speed up analysis and reporting.
Can AI Excel Assistant build charts and dashboards that auto-update?
AI Excel Assistant creates the right chart type (bar, line, or pie), applies clean formatting, adds slicers, and assembles KPI dashboards from a simple prompt for instant Excel data visualization. Charts auto-update as data changes, and AI Excel Assistant can schedule refreshes, export PDFs, and email reports to automate recurring reporting without VBA.
Can AI Excel Assistant merge, deduplicate, and reconcile data across sheets and sources?
AI Excel Assistant matches and merges records using exact and fuzzy lookups, resolves conflicts, compares versions, highlights differences, and reconciles totals across sheets and files. It produces repeatable transformations and one‑click flows to keep reports consistent and audit‑ready.
Is AI Excel Assistant secure for sensitive data and compliant with Microsoft 365 privacy policies?
When AI Excel Assistant runs inside Microsoft 365, data access and protections follow tenant permissions and enterprise data‑protection controls. Microsoft states Copilot does not use customer data to train models without consent; administrators should enforce least‑privilege access and governance to minimize oversharing risks when enabling AI in Excel.
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