SIA for Microsoft Excel

Read your hiring tracker and write results straight back — without keeping two systems in sync

Most teams already run hiring out of a spreadsheet alongside whatever tool they officially use. Connecting MS Excel lets SIA work with that workbook where it already sits and write results straight back into your rows — no second system to maintain by hand.

Note: The workbook you want SIA to use should be stored in OneDrive or SharePoint before connecting. MS Excel access is granted through those — make sure your files are there before you begin.

Connecting MS Excel

In Chat, open Connectors from the sidebar
Find the Excel card and click Connect Excel
A Microsoft sign-in tab opens — sign in with the Microsoft 365 account that has access to your templates
Review the permissions shown and click Allow
You're redirected back to Chat and the card now reads Connected

MS Excel is its own separate Microsoft connection — connecting it does not connect OneDrive or MS Word, and each needs its own approval even though all three are part of Microsoft 365.

What you can do once connected

Once MS Excel is connected, SIA can read and updated your workbook directly:

Find and read a workbook — SIA can list your workbooks and worksheet tabs by name, then read the data from a tab or a specific range you point it at
Write grades and scores back into your existing rows — tell SIA which rows changed and it updates that range with the new values
Export a shortlist or pipeline summary as a new workbook — saved into any OneDrive folder you choose, as a fresh file with the data on its first tab
Style a range — bold or italicise it, change the font size or colour, or add a background colour to make header rows stand out

Try it in chat

Format Content

Bold the header row in the Shortlist tab and fill it blue."reviewers disagreed.

Write back data

Update the Grade column for these three rows in that workbook.

Fetch Information

What tabs are in my 'Applicants Q3' workbook, and what's in the Candidates tab?

Try it with SIA Chat

A few things to note

Screening candidates directly from a workbook isn't available yet - Unlike Google Sheets, the MS Excel connector reads and writes cell ranges but can't turn workbook rows into candidates by itself. Importing and screening a tracker in one step isn't supported for MS Excel at this time.
Writing to a range overwrites it - When SIA updates specific rows, it reads the existing block, edits the rows that need changing, and writes the whole block back. There's no row-by-row matching by email or candidate ID on the server side — that matching happens against what SIA already has in context.
Reading a range doesn't include lookup shortcuts - SIA works with the data that's returned from a range — it doesn't ask MS Excel to find a row by email or calculate an average across a column. That kind of processing happens on what SIA already has.
Column widths can't be adjusted - Only font styling (bold, italic, size, colour) and fill colour are supported through this connector.
Nothing changes in your workbook without your approval - SIA always shows you what it's about to write before making any changes.

Disconnecting MS Excel

Go to Connectors in the sidebar
On the Word card, click Disconnect

This revokes access to Excel only — your OneDrive and MS Word connections, if you have them, are unaffected.