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Excel Add-in

With the Excel add-in you can work with ajan without leaving your Excel workbook.

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The Excel add-in brings ajan into Microsoft Excel, so your spreadsheets and AI assistance stay side by side. Use it to understand workbooks faster, create formulas, clean up data, and turn spreadsheet findings into clear summaries without switching tools. You can ask questions while looking at your workbook, iterate on outputs directly in Excel, and keep your analysis in the place where the work is happening.

How to install ajan for Excel

Install the ajan Add-in from the Microsoft Marketplace and connect it to your ajan account.

Open the Microsoft Marketplace

Navigate to the ajan for Excel page on the Microsoft Marketplace.

Get the Add-in

Click Get it now and confirm your details in the dialog that appears.

Open in Excel

Click Open in Excel to launch the Add-in directly in your workbook.

Sign in to ajan

Follow the sign-in flow to connect the Add-in to your ajan account. Click Continue to log in.

You can now use ajan while your workbook stays open. Start with a specific question about what you want to understand, calculate, clean up, or explain.

Working with ajan in Excel

The Excel add-in is useful whenever the work starts in a spreadsheet. Instead of copying data into a separate chat, you can keep Excel open and use ajan alongside it.

Common use cases

  • Build tables and plans: Ask ajan to create budget plans, project trackers, comparison tables, reporting templates, or charts directly in your workbook.
  • Create calculations: Describe the calculation you need and let ajan add formulas, totals, percentages, or growth rates.
  • Clean and structure data: Standardize names, dates, categories, currencies, or messy rows before you analyze them.
  • Analyze spreadsheet results: Ask ajan to find trends, outliers, changes, and key takeaways in your data.
  • Research and enrichment: Use ajan to research companies, markets, or topics and add useful context to your spreadsheet.
  • Prepare summaries: Turn spreadsheet findings into updates for reports, emails, presentations, or team meetings.

Example: Build a quarterly budget plan

Say you need to create a quarterly budget plan with department-level cost breakdowns. Open the ajan Add-in next to your workbook and describe what you want to build.

Ask ajan for the spreadsheet you need:

Build a quarterly budget plan with department-level cost breakdowns

ajan creates the table in your workbook and keeps the conversation open next to it. From there, you can ask follow-up questions, analyze the table, perform calculations, or use connected integrations without leaving Excel.

Jump to cited cells

When ajan references cells in a reply, the reference appears as a clickable pill, for example Sheet1 B3:B8. Click the pill to open the referenced sheet and select the range in your workbook. If the sheet has since been renamed or removed, ajan shows a short notice instead.

Import an uploaded spreadsheet

Attach a spreadsheet to the chat and ask ajan to open, import, insert, or edit it in Excel, for example Import this spreadsheet into my workbook. ajan copies the attached workbook's sheets into the workbook you have open so you can review and edit them in place. Without an explicit request, the attachment stays a read-only data source and your workbook stays unchanged. Importing never modifies the uploaded file or its source in OneDrive, SharePoint, or Google Drive.

Next steps

After ajan creates the first output, you can keep working from the same panel:

  • Ask follow-up questions about the sheet
  • Add calculations, totals, or comparisons
  • Enrich the spreadsheet with results from a Web Search
  • Draft an email by using Actions in Chat and selecting your email provider from your connected integrations

Edit permissions

ajan asks before changing your workbook by default. Switch modes from the Edit permissions menu in the chat input:

  • Ask before edits: ajan shows a confirmation with the action and, when available, the target range before each write. Choose Allow once, Always allow for the current chat, or Deny.
  • Accept all edits: ajan applies edits without asking.

When ajan writes cells or copies a range, it does not overwrite cells that already have data unless you explicitly ask to replace or change them. Other workbook operations follow your request and the confirmation mode you selected. Formulas that fetch external data or open links are always rejected.

Save to Library

You can save the open workbook directly to your ajan Library. Choose a Folder you can edit. Other people can access the saved workbook when that Folder is shared with them. Saving to the Library root does not add the file to Recent Files.

Preferences

Open the add-in menu in the top bar and select Preferences to customize the add-in. Two settings shape how your add-in chats behave:

  • Instructions: Add custom instructions that apply only to chats in the Excel add-in, for example Round decimals to two places.
  • Default model: New add-in chats start on Auto mode. After you pick another model, Reset takes you back to Auto mode.

Both are independent of your global account settings. You can also switch the theme and delete all add-in conversations here.