Connect your Microsoft Excel account to Goodweek to read, edit, and manage Excel workbooks stored in OneDrive or SharePoint directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within Excel and OneDrive/SharePoint, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the Excel integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The Excel integration uses Microsoft OAuth 2.0 via Microsoft Entra ID. Workbooks must be stored in OneDrive or SharePoint to be accessible through this integration — local Excel files are not supported. To allow users to connect, a Microsoft Entra tenant admin must grant admin consent for the application. Without this step, users may see a permission error during the connection flow.
There are three typical scenarios depending on your Entra ID configuration:
Admin consent has already been granted. Users can connect directly without any additional steps.
User consent is disabled in your tenant. An Entra admin must grant consent on behalf of the organization before users can connect. Go to Microsoft Entra admin center → Enterprise Applications → Composio → Permissions → Grant admin consent for [your organization].
Access to OneDrive or SharePoint data is restricted at the resource level. Depending on your organization's settings, additional permissions may need to be configured before the integration can access workbook files.
⚠️ Important: Microsoft admin session edge case
If a Microsoft Entra tenant admin completes the OAuth connection flow themselves, Microsoft may apply admin consent automatically and link the integration to the admin's account rather than to their individual user account. This is a Microsoft behavior and cannot be changed at the OAuth level.
Recommended approach: The admin should pre-approve the app in Entra ID (Enterprise Applications → Composio → Permissions → Grant admin consent for your organization) before any user — including the admin — goes through the Goodweek connection flow. Once pre-approved, any user including the admin can complete the flow and the integration will be linked to their individual account.
Alternatively, a non-admin user can complete the connection flow first to avoid this issue.
User Connection
In Goodweek, go to Integrations.
Find Excel and click Connect.
You will be redirected to Microsoft, where you will be asked to sign in with your Microsoft account and authorize access.
Click Accept to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
Only Excel workbooks stored in OneDrive or SharePoint are supported. Local files or workbooks stored elsewhere are not accessible through this integration.
Goodweek can only access workbooks that your individual account has permission to view or edit.
You can revoke Goodweek's access at any time from Microsoft account → My Account → Privacy → Apps and services → Composio → Remove access.
Available Tools
Tool | Description | Type |
List Drive Files | Lists files and folders in a drive root or specified path to discover workbook locations. | Read |
Search Drive Files | Searches OneDrive drive items by query to discover Excel workbook IDs by name. | Read |
List Drive Item Children | Lists immediate children (files/folders) of a folder to navigate to workbooks. | Read |
Get Workbook | Retrieves the properties and relationships of an Excel workbook including comments and named ranges. | Read |
Create Workbook | Creates a new Excel workbook (.xlsx) at a specified drive path. | Write |
Upload Workbook from URL | Uploads an external Excel file from a URL directly into OneDrive or SharePoint. | Write |
Export Workbook to PDF | Exports an Excel workbook to PDF via Microsoft Graph format conversion. | Read |
List Worksheets | Lists all worksheets in an Excel workbook. | Read |
Get Worksheet | Retrieves a specific worksheet by name or ID from an Excel workbook. | Read |
Add Worksheet | Adds a new worksheet to an Excel workbook. | Write |
Update Worksheet | Updates worksheet properties such as name and position. | Write |
Add SharePoint Worksheet | Adds a new worksheet to a SharePoint Excel workbook. | Write |
Get SharePoint Worksheet | Retrieves a specific worksheet from a SharePoint Excel workbook by name or ID. | Read |
Get Range | Retrieves a range of cells from a worksheet by address (e.g., A1:D10). | Read |
Get Worksheet Used Range | Retrieves the active data region of a worksheet without specifying a fixed range address. | Read |
Get SharePoint Range | Retrieves a range of cells from a SharePoint Excel worksheet. | Read |
Update Range | Updates values, formulas, or formats in a specified cell range of a worksheet. | Write |
Update SharePoint Range | Updates a range of cells in a SharePoint Excel worksheet. | Write |
Insert Range | Inserts a new cell range into a worksheet, shifting existing cells down or right. | Write |
Sort Range | Sorts a range of cells in a worksheet by specified columns. | Read |
Merge Cells | Merges a range of cells in a worksheet. | Write |
List Tables | Lists all tables in a worksheet. | Read |
List SharePoint Tables | Lists tables in a SharePoint Excel worksheet. | Read |
Add Table | Creates a new table in a worksheet from a specified cell range. | Write |
Update Table | Updates properties of an existing table in a workbook. | Write |
List Table Columns | Lists all columns in a specific table. | Read |
List Table Rows | Lists all rows in a specific table with their values. | Read |
Add Table Column | Adds a new column to an existing table in a worksheet. | Write |
Add Table Row | Adds a new row to an existing table in a worksheet. | Write |
Apply Table Filter | Applies a filter to a table column to display only matching rows. | Read |
Apply Table Sort | Sorts a table by specified column criteria. | Read |
Convert Table to Range | Converts an Excel table back into a plain cell range. | Write |
List Charts | Lists all charts present in a worksheet. | Read |
Add Chart | Adds a new chart to a worksheet from a specified data source range. | Write |
Update Chart | Updates properties of an existing chart in a worksheet. | Write |
Get Chart Legend | Retrieves the legend object of a chart to inspect its settings. | Read |
Update Chart Legend | Updates the formatting or position of a chart's legend. | Write |
List Named Items | Lists named items (named ranges or named constants) defined in a workbook. | Read |
List Comments | Lists all comments in an Excel workbook. | Read |
List Workbook Permissions | Lists all permissions set on a workbook file including user and link access. | Read |
Add Workbook Permission | Grants access to a workbook file by inviting a user. | Write |
Protect Worksheet | Protects a worksheet to prevent editing of specific parts. | Read |
Create Excel Session | Creates a persistent session for an Excel workbook to improve performance across multiple operations. | Read |
Clear Range | Clears values, formats, or both from a specified cell range in a worksheet. | ⚠️ Destructive |
Delete Table Column | Permanently deletes a column from a table in a worksheet. | ⚠️ Destructive |
Delete Table Row | Permanently deletes a row from a table in a worksheet. | ⚠️ Destructive |
Delete Worksheet | Permanently deletes a worksheet from a workbook. | ⚠️ Destructive |
Use Cases
Read and update spreadsheet data from conversations. Retrieve values from specific cell ranges in Excel workbooks stored in OneDrive and update them from Goodweek — useful for updating dashboards, logging data, or reviewing figures without opening the file.
Add and manage tables. Create new tables in a worksheet from an existing cell range, add rows or columns, and apply filters or sorting from Goodweek to structure data in Excel without manual file editing.
Create and export workbooks. Create new Excel workbooks at a specified path in OneDrive or SharePoint, or export an existing workbook to PDF, directly from Goodweek for reporting or distribution.
Manage worksheets and charts. Add new worksheets, rename existing ones, add charts from data ranges, and update chart properties from Goodweek to build or maintain spreadsheet reports without opening the Excel application.
Troubleshooting
Permission error during connection
Your Microsoft Entra tenant admin may need to grant consent for the application. Ask your admin to follow the Admin Setup steps above before attempting to reconnect.
Workbook not found after connecting
Make sure the workbook is stored in OneDrive or SharePoint. Local files or workbooks on network drives are not accessible through this integration. Move the file to OneDrive first.
Integration not visible in Goodweek
Make sure your organization admin has enabled the Excel integration from the Goodweek Admin Panel under the Integrations tab.