MS Excel + Improvado: Spreadsheet Analytics Automated
Connect marketing platforms to Excel and let AI agents query imported campaign data, ad spend, and conversions from 500+ sources for analysis.
Key Takeaways Connect marketing data to Excel
Improvado automatically extracts marketing data from platforms like Google Ads, Facebook, LinkedIn, and 500+ other sources through secure API connections. The platform processes raw campaign data, metrics, and conversion information before making it available for Excel import. You can access fresh marketing data in Excel without manual CSV downloads or platform exports. This eliminates time-consuming data collection and ensures your Excel analysis reflects current campaign performance.
Standardized data for Excel analysis
Improvado's Marketing Common Data Model normalizes metrics and dimensions from different advertising platforms, creating consistent field names for Excel analysis. Cost-per-click from Google Ads and Facebook appears as the same metric in your Excel worksheets, enabling direct comparison. This standardization supports Excel's pivot tables, VLOOKUP functions, and chart creation across multiple marketing channels. You can build comprehensive Excel reports that analyze cross-platform performance without worrying about data formatting inconsistencies.
Data objects and fields Improvado extracts from MS Excel
| Object | Fields |
|---|---|
| Campaign | campaign_name spend impressions clicks conversions status budget |
| Ad Group | ad_group_name bid_strategy status impressions clicks |
| Ad | ad_title ad_type ctr impressions cost landing_page |
| Keyword | keyword_text match_type cost_per_click impressions conversions |
| Daily Performance | date campaign_id cost revenue roas conversion_rate |
From connection to autonomous action in three steps
Connect
Connect your Excel files stored in OneDrive, SharePoint, or local directories. The agent authenticates via Microsoft 365 OAuth and indexes workbooks you specify. No manual exports—live access to sheets, tables, and named ranges.
Ask
Ask questions like 'What's the average deal size in the pipeline tracker?' or 'Show me inventory levels below reorder point from the warehouse sheet.' The agent reads structured data from any connected workbook.
Act
The agent writes updates directly to cells, appends rows to tables, applies conditional formatting, inserts comments, and creates new sheets. It executes formulas, refreshes pivot tables, and flags anomalies based on your criteria.
What teams ask their AI agent about MS Excel
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Import Google Ads and Facebook campaign data into Excel for unified analysis
Your AI agent analyzes MS Excel data and delivers actionable insights — automatically, in seconds.
Create Excel marketing reports combining ad spend, CRM, and e-commerce data
Your AI agent analyzes MS Excel data and delivers actionable insights — automatically, in seconds.
Build Excel budget tracking with automated marketing data imports
Your AI agent analyzes MS Excel data and delivers actionable insights — automatically, in seconds.
Your agent imports fresh marketing data into Excel on demand
Read
Reads cell values, ranges, tables, named ranges, formulas, pivot tables, and chart data from any connected workbook. Pulls metadata like sheet names, last modified timestamps, and cell formatting. Accesses workbooks in OneDrive, SharePoint, or mounted drives.
Write
Writes data to cells and ranges, appends rows to tables, updates formulas, applies conditional formatting, inserts comments, creates new sheets, and renames tabs. Executes bulk updates across multiple workbooks and triggers recalculations.
Monitor
Monitors workbooks for cell value changes, threshold breaches, formula errors, and last-modified timestamps. Alerts when specific cells exceed targets, when tables grow beyond size limits, or when critical sheets haven't been updated within expected intervals.
AI agents query marketing data from Google Ads, Facebook, LinkedIn, and 500+ platforms processed for Excel import. They calculate channel performance by analyzing ad spend, conversion counts, and revenue across imported datasets. Agents build budget tracking reports by comparing actual costs against planned spend and flagging channels exceeding targets.
| Month | MRR | Growth |
|---|---|---|
| January | $487K | +8.2% |
| February | $501K | +2.9% |
| March | $523K | +4.4% |
| April | $509K | -2.7% |
| May | $538K | +5.7% |
Send MS Excel data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with MS Excel as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | ● Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
How do I import Improvado data into Excel?
Can Excel automatically refresh marketing data from Improvado?
What marketing platforms can I analyze in Excel through Improvado?
Does Improvado work with Excel on Mac and Windows?
Can I create Excel templates using Improvado marketing data?
How much marketing data can I import into Excel?
"Improvado saves about 90 hours per week and allows us to focus on data analysis."
"Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours."
Put an AI agent on your MS Excel today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.