Patricia works your Excel.
Ask her in Slack. She reads the workbook, updates the cells and tables, and builds the summary, but clearing or deleting data waits for your yes.
@Pati how's Fernbrook pacing against budget this month in the workbook?
Read the pacing workbook. Fernbrook is running a little hot:
- Spent $18,400 of the $24,000 monthly budget with 9 days left
- At the current daily rate it lands near $26,600, roughly 11% over
- Paid search is the driver, up 22% week over week
- Want me to add a projected-overspend column to the pacing table and flag the rows over budget?
Yes, add the column and highlight anything over budget.
Done. New projected-overspend column is in the pacing table with the formula filled down, and every client over budget is highlighted, Fernbrook included. I built on top of the data and left the raw numbers untouched.
Patricia + Excel
What she does in Excel.
Real actions she takes on your say-so, not a list of API endpoints.
Read the workbook and answer
She pulls the exact range, reads the table, and comes back with the number and what it means, instead of you scrolling columns on a Friday.
Keep tables current
She adds rows and columns, updates values, and fills a table from the latest data, so pacing and status workbooks are never a week behind.
Write the formulas for you
She sets the formula and fills it down the table, works out the projection, and gives you the result, not a cell you have to write yourself.
Build the report workbook
New worksheets, tables, and charts, structured the way your team already reports to clients, and exported to PDF when a client wants it clean.
Make the numbers readable
Sorts, filters, and highlighting on the table, so what is over budget or off track jumps out of the workbook instead of hiding in it.
Change data carefully
Reading and updating a shared workbook she does on her own, but clearing a range or deleting a worksheet always waits for your explicit yes.
Say it like you'd say it
Things to ask her on day one.
How is Fernbrook pacing against budget in the workbook?
Add this week's numbers to the Northwind reporting table
Add a projected-overspend column and fill the formula down
Build a clean report worksheet from the Fernbrook pacing table with a chart
Highlight every client that is over budget this month
Better together
Excel is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Excel, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Excel
One OAuth click through Microsoft. She gets only the access you approve, and you can disconnect her anytime.
Excel connected
Ask
Mention @Pati with the job. Reading and updating run on their own; clearing or deleting waits for your yes.
@Pati How is Fernbrook pacing against budget in the workbook?
On it.
FAQ
Excel questions, answered.
What can Patricia actually do in Excel?
She reads and updates ranges and tables, adds rows and columns, writes formulas, builds charts and worksheets, applies sorts and filters, and exports to PDF. More than 50 distinct actions. In practice: she reads your numbers, keeps tables current, and builds the report.
Does she act without asking?
Reading and updating a shared workbook, yes, that is the point. Anything that removes data, like clearing a range or deleting a worksheet, waits for your explicit approval in Slack.
What access does she need?
She connects through Microsoft's official OAuth flow with the permissions you approve, the same way other approved tools do, and only sees the workbooks you connect. Disconnecting takes one click.
We keep a separate set of workbooks per client. Does that work?
Yes. She opens only the workbooks you connect, so one client's numbers never surface when you ask about another.
What does the Excel integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.