# Microsoft Excel and Volty

> Volty answers from Excel workbooks on OneDrive and adds rows, connected with one Microsoft sign-in.

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

Talk to Volty · Free trial

Updated 2 Nov 2026

## 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

Volty Hi 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

|  | Date | Customer | Items | Amount | Delivery |
| --- | --- | --- | --- | --- | --- |
| 2 | 3 Nov | Delgado Bros Renovation | 4 | $1,218.00 | Wed 5 Nov |
| 3 | 4 Nov | Keystone Hardware | 2 | $356.40 | Thu 6 Nov |
| 4 | 5 Nov | Miller Hardware | 2 | $424.00 | Fri 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.

Connects with

One Microsoft sign-in

Volty reads

The workbooks you name on OneDrive

Volty can change

Add and update rows, when turned on

Setup

A few minutes

Category

Spreadsheets & databases

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

Volty Hi 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

- When · Every morning · A scheduled automation
- Step 1 · Reads open quotations · From the Quotations sheet
- Step 2 · Follows up each buyer · An approved template
- Step 3 · Handles the replies · And updates the row

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.

- 01 · Sign in with Microsoft · One sign-in from the Sources page.
- 02 · Name the workbooks · The price list, the stock count, the quotation log.
- 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 worksheet · Reads
- Read a table · Reads
- Add a row · Changes
- Update a range · Changes

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.

## Related integrations

- Google Sheets Spreadsheets & databases
- OneDrive & SharePoint Files & storage
- Microsoft 365 Docs & knowledge
- Airtable Spreadsheets & databases
- Outlook Email

All integrations

## Start your free trial

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## Links

- [Spreadsheets & databases](https://voltade.com/integrations?category=data)
- [Google SheetsSpreadsheets & databases](https://voltade.com/integrations/google-sheets)
- [OneDrive & SharePointFiles & storage](https://voltade.com/integrations/onedrive-sharepoint)
- [Microsoft 365Docs & knowledge](https://voltade.com/integrations/microsoft-365)
- [AirtableSpreadsheets & databases](https://voltade.com/integrations/airtable)
- [OutlookEmail](https://voltade.com/integrations/outlook)
- [All integrations](https://voltade.com/integrations)
