Integration

    Microsoft Excel and Volty

    Volty quotes from the Excel price list on OneDrive and logs each quotation as a row.

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    Updated

    A quotation from the price list

    A buyer asks for prices. Volty reads the price list and logs the quotation.

    MM

    Marcus Miller

    WhatsApp · Customer

    Need price for 50 boxes of 2-inch wood screws and 20 tubes of silicone sealant. Can deliver Friday?
    Read "Price list 2026.xlsx"Wood screw 2in · $6.80/box · Silicone · $4.20/tube
    VoltyHi Marcus, 50 boxes of 2-inch wood screws at $6.80 is $340.00, and 20 tubes of silicone sealant at $4.20 is $84.00. Total $424.00 before sales tax, with Friday delivery.
    OK go ahead
    Added a row to "Quotations"Miller Hardware · $424.00 · Deliver Fri 7 Nov

    Google Sheets

    Quotations · November

    DateCustomerItemsAmountDelivery
    23 NovDelgado Bros Renovation4$1,218.00Wed 5 Nov
    34 NovKeystone Hardware2$356.40Thu 6 Nov
    45 NovMiller Hardware2$424.00Fri 7 Nov

    Row 4 added by Volty

    What Volty does with Microsoft Excel

    Many trading companies run on Excel workbooks: the price list, the stock count, the quotation log. Volty connects to Excel with one Microsoft sign-in and reads workbooks on OneDrive. It quotes the price that is in the workbook today, and when a quotation goes out it can add a row to the log.

    • Prices from the workbook

      Change a price and the next answer uses it.

    • Quotes logged as rows

      Each quotation adds a row the team already reads.

    • Only the workbooks you name

      Volty reads the files you point it to.

    • Nothing new to learn

      The team keeps working in Excel.

    A woman on a desk phone at her office desk, with a spreadsheet and bar charts on her two monitors and binders on the shelves behind her.
    Workbooks on OneDrive, read as they are today.

    A stock question

    Volty reads the stock count before it promises anything.

    KD

    Kevin Doyle

    Email · Customer

    Do you have 300 pcs of the 1/2-inch anchor bolts in stock?
    Read "Stock count.xlsx"Anchor bolt 1/2in · 180 pcs · next shipment 12 Nov
    VoltyHi Kevin, we have 180 pcs of 1/2-inch anchor bolts now, and the next shipment arrives on 12 November. Shall I quote 180 now and 120 after the shipment?

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Quotation follow-up

    1. When

      Every morning

      A scheduled automation

    2. Step 1

      Reads open quotations

      From the Quotations sheet

    3. Step 2

      Follows up each buyer

      An approved template

    4. Step 3

      Handles the replies

      And updates the row

    A man in a canvas work jacket checks his phone in a hardware store aisle between racks of hand tools and lumber.
    Buyers get the price in the workbook, not last month's.

    How Volty connects to Microsoft Excel

    An admin signs in to Microsoft from the Sources page and tells Volty which workbooks to use.

    1. 01

      Sign in with Microsoft

      One sign-in from the Sources page.

    2. 02

      Name the workbooks

      The price list, the stock count, the quotation log.

    3. 03

      Allow adding rows

      Turn it on, with approval if you like.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Read a worksheetReads
    • Read a tableReads
    • Add a rowChanges
    • Update a rangeChanges

    Reading tools can be turned on straight away. Anything that changes Microsoft Excel starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Microsoft Excel?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect Microsoft Excel with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

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