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Integration

Lumière Agents + Excel on OneDrive

Link an Excel workbook on OneDrive or SharePoint and it stays in sync.

What we read

The agents that use it

AgentInvoice chaserWorks from your invoice workbook and stops when a row is paid.How it works →AgentQuote follow-upFollows up on every quote in your workbook.How it works →AgentPaperwork chaserCollects certificates from each vendor on your list.How it works →AgentReceipt chaserAsks for receipts for the charges in your workbook.How it works →

Connect in three steps

  1. In Excel, click Share → Copy link.
  2. Paste it on the agent's page and sign in with Microsoft the first time.
  3. We read it every few hours from then on.

Questions

Does my IT department need to approve it?

At some companies, IT has to approve the app once. We only read the workbooks you link.

Which tab do you read?

The first tab of the workbook.

Can I upload a file instead?

Yes, any CSV or Excel file can be uploaded instead of linked.

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Put your Excel on OneDrive follow-up on autopilot

One agent from $200/month, or all six for $500/month. You approve every message until you switch to automatic.

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Microsoft, Excel, OneDrive and SharePoint are trademarks of the Microsoft group of companies. Lumière Agents isn't affiliated with or endorsed by Excel on OneDrive unless stated.