Automate Excel forms with AI and stop retyping them
Automate Excel forms with AI: upload the purchase request, expense claim or checklist your team emails around today, even a macro workbook, and AgentUI turns it into a web form anyone can fill on a phone. Each answer lands as a row in a shared database or straight in your Excel file on OneDrive, so nobody copies it out of an attachment again.
Start free, no credit card. Your Excel file stays yours.
How to automate an Excel form with AI
Upload the workbook
Drop in the .xlsx, .csv or the macro file (.xlsm, .xlsb) your team already fills. The AI reads the fields and builds the form from them.
Say what the rules are
"Cost center is required." "Anything over $500 goes to the finance lead." Describe it in a sentence and the form checks it before anyone can submit.
Share one link
People fill it on a phone or a laptop. Every submission is saved with who sent it and when, ready for the next step.
Excel forms that work better as web forms
If a form gets emailed out, filled in and sent back, it's a good candidate. A few that fit:
- Purchase requestswith an approval step for amounts over a limit you set
- Expense claimswith the receipt photo attached to the same record
- Inspection checklistsfilled on site from a phone, one per location
- Order and intake formsthat land in one list instead of twenty inboxes
Keep the Excel workbook finance already uses
You don't have to give up the spreadsheet. With the Microsoft integration, each submission can be added as a new row in your workbook on OneDrive, or update a row that's already there. Finance keeps its file and its formulas, and nobody types the answers in by hand.
The OneDrive connection comes with every paid plan, from $9/mo.
Excel form vs. Microsoft Forms vs. AgentUI
| Emailed Excel form | Microsoft Forms | AgentUI | |
|---|---|---|---|
| Where answers end up | In attachments, until someone retypes them | In a response list that can sync to an Excel workbook | In a shared database, or as rows in your Excel on OneDrive |
| What happens next | Someone forwards the file | Approvals and follow-up emails usually need Power Automate | Approvals, emails and status changes built into the same app |
| Who sees the answers | Anyone who has the file | Form owners and the people they share results with | Rules per role and per row |
| Price to start | Included with Microsoft 365 | Included with Microsoft 365 | 14-day free trial, then from $9/mo |
What happens after someone submits
- Route it: send the request to the right approver and let them approve or reject from the app.
- Tell people: send an email through Outlook or Gmail when something is approved, rejected or overdue.
- Keep a record: every change is logged with who made it and when, so "who approved this?" has an answer.
- Show the totals: the same submissions feed a dashboard that refreshes on its own.
What happens after you upload your first Excel form
Start with the form that creates the most retyping. You can build it yourself in the chat, or book a call and a real person from our team builds it with you. That person stays on your account afterwards, so the form doesn't end up depending on the one colleague who wrote the macros.
Go deeper
Upload the Excel form you retype the most
Start free with one workbook. If you'd rather not do it alone, book a call and we'll build it with you.
Start free, no credit card. Your Excel file stays yours.