What is the Joshu Excel connection?

Joshu connects to Excel through Microsoft 365 OAuth and works across your workbooks, worksheets, tables, and formulas stored in OneDrive or SharePoint. It extracts numbers from complex sheets, adds structured data rows, calculates sums across tabs, and connects spreadsheet data back to your email and morning calendar briefs. You work with an assistant who has a desk, a computer, and persistent memory, not a spreadsheet you have to open and filter manually for simple numbers.

Is my spreadsheet data secure?

Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. Financial formulas, cell values, and workbook tables Joshu reads stay in that private sandbox. Joshu only accesses workbooks you authorize, and your data is never used to train public AI models.

Will Joshu overwrite Excel formulas without asking?

Joshu drafts updates and appends rows by default. Modifying established formulas, deleting worksheets, or altering table ranges follows approval rules you set, protecting your financial models.

What can Joshu access in Excel?

Only the Excel workbooks and cloud folders authorized during Microsoft OAuth setup. Joshu cannot view unconnected local files or confidential executive workbooks outside your authorized scope.

What is the difference between Copilot in Excel and Joshu?

Copilot in Excel generates formula suggestions inside the spreadsheet window you have open. Joshu is an assistant with long-term memory across Excel, Outlook, Teams, QuickBooks, and files. It pulls numbers from Excel into client email proposals and updates financial models when invoices are paid.

Do I need a paid plan?

Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Excel. There are no surprise usage tiers or seat markups.

Home ConnectConnect Joshu to Excel

Connect Joshu to Excel

Connect Microsoft Excel so Joshu can extract table totals, update budget workbooks, and cite cell values in your daily briefings.

Excel

“Pull the contractor totals from our Q3 budget workbook in Excel.”

Joshu reads the active worksheet, quotes exact column totals and formulas, and leaves a clean brief on your desk.

“Append this software charge into the client expenses table.”

Joshu formats the receipt line with date and category, stages the row insertion, and holds it for your approval.

“What was our total wholesale revenue in the regional sales sheet?”

Joshu queries the table range, computes the aggregate sum, and cites the specific cell coordinates.

Financial models, client tables, and budget workbooks in Microsoft Excel connect directly to your daily communication and reporting.

What Joshu does

Joshu navigates your Excel workbooks to retrieve exact cell totals, summarize expense distributions, and verify formula calculations. When you need figures for client proposals or executive emails, Joshu reads the relevant sheet directly, quotes verified cell totals, and appends new transactions to tracking tables without breaking formatting.

What you do

Connect your Microsoft 365 account using OAuth and select which OneDrive or SharePoint folders contain the workbooks Joshu may inspect. Decide whether row additions and sheet updates require confirmation on your desk before saving.

Why it sticks

Opening complex Excel workbooks just to check a budget number or append a single receipt interrupts your focus. Joshu reads and updates spreadsheets directly from your conversation so your numbers stay current without spreadsheet fatigue.

Permissions and limits

Joshu accesses Excel using Microsoft Graph API permissions. It reads worksheets, appends rows to tables, and retrieves cell values within authorized folders. It cannot modify workbook permissions or access local files outside Microsoft 365 cloud storage.

Frequently asked questions

: Joshu connects to Excel through Microsoft 365 OAuth and works across your workbooks, worksheets, tables, and formulas stored in OneDrive or SharePoint. It extracts numbers from complex sheets, adds structured data rows, calculates sums across tabs, and connects spreadsheet data back to your email and morning calendar briefs. You work with an assistant who has a desk, a computer, and persistent memory, not a spreadsheet you have to open and filter manually for simple numbers.
: Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. Financial formulas, cell values, and workbook tables Joshu reads stay in that private sandbox. Joshu only accesses workbooks you authorize, and your data is never used to train public AI models.
: Joshu drafts updates and appends rows by default. Modifying established formulas, deleting worksheets, or altering table ranges follows approval rules you set, protecting your financial models.
: Only the Excel workbooks and cloud folders authorized during Microsoft OAuth setup. Joshu cannot view unconnected local files or confidential executive workbooks outside your authorized scope.
: Copilot in Excel generates formula suggestions inside the spreadsheet window you have open. Joshu is an assistant with long-term memory across Excel, Outlook, Teams, QuickBooks, and files. It pulls numbers from Excel into client email proposals and updates financial models when invoices are paid.
: Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Excel. There are no surprise usage tiers or seat markups.