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.

SOC 2 Type II 1,000+ data sources Any warehouse or BI tool

Improvado Agent

Connected to MS Excel

Show me Q4 revenue by region from the Sales Dashboard workbook.

Q4 total revenue is $2.8M across 4 regions. North America leads with $1.2M, up 18% QoQ. EMEA contributed $890K, APAC $510K, and LATAM $200K.

Update the forecast sheet with these actuals and flag any regions below target.

Updated Sales_Forecast_2024.xlsx with Q4 actuals. North America and EMEA exceeded targets. APAC is 12% below forecast—flagged in red with a comment noting the shortfall.

Trusted by data-driven teams

1,000+

Integrations

200+

MS Excel Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

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.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the MS Excel API

15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query, write, and monitor MS Excel through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.

Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.

Integration Details

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.

MS Excel file import · manual upload · manual refresh · full refresh

Schema Overview

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

How it works

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.

Use Cases

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.

See how teams use Improvado →

Improvado Agent Analysis

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.

3 hrs → 10 min

Improvado Agent Cross-channel

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.

6 hrs → 15 min

Improvado Agent Reporting

Build Excel budget tracking with automated marketing data imports

Your AI agent analyzes MS Excel data and delivers actionable insights — automatically, in seconds.

Manual → auto

AI Agent Access

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.

Claude ChatGPT Cursor Gemini Any MCP Client

Explore MCP →

Improvado Agent · MS Excel

You

Show me monthly subscription revenue from the Finance workbook

Subscription Revenue

Month	MRR	Growth
January	$487K	+8.2%
February	$501K	+2.9%
March	$523K	+4.4%
April	$509K	-2.7%
May	$538K	+5.7%

5 months · $2.56M total · avg +3.7% MoM growth

You

Add June projection at 6% growth and highlight it

June forecast added

$570K MRR · +6.0% projected growth

Destinations

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.

Snowflake → BigQuery → Redshift → Databricks → Power BI → Tableau → Looker Studio → Google Sheets → Domo → Excel → Qlik → Amazon S3 → Metabase → Grafana → PostgreSQL → Azure SQL →

SOC 2 Type II: Certified Security

HIPAA: Health Data Privacy

GDPR: EU Data Protection

CCPA: CA Privacy Standard

Compare

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.

FAQ

Frequently asked questions

How do I import Improvado data into Excel?

You can import Improvado data into Excel through database connections, CSV exports, or API integrations. Excel's Data tab provides connectors to databases where Improvado stores your marketing data. Alternatively, Improvado can generate scheduled CSV files that Excel can import automatically through Power Query or manual import processes.

Can Excel automatically refresh marketing data from Improvado?

Yes, Excel can automatically refresh marketing data when connected to Improvado's database through Data Connections or Power Query. You can set refresh schedules when opening workbooks, at specific intervals, or manually trigger updates. This ensures your Excel reports always show current marketing performance without manual data downloads.

What marketing platforms can I analyze in Excel through Improvado?

Improvado connects 500+ marketing data sources to Excel, including Google Ads, Facebook Ads, LinkedIn, TikTok, Amazon Advertising, Shopify, HubSpot, Salesforce, and email marketing platforms. All data gets standardized through the Marketing Common Data Model before being available for Excel analysis. This creates consistent metrics and dimensions across all platforms in your Excel workbooks.

Does Improvado work with Excel on Mac and Windows?

Yes, Improvado works with Excel on both Mac and Windows through standard data connection methods. Database connections and CSV imports function identically across platforms. Some advanced features like automated refresh may have slight differences between Excel versions, but core data import functionality works consistently across operating systems.

Can I create Excel templates using Improvado marketing data?

Yes, you can create Excel templates with Improvado data connections that automatically populate with fresh marketing data when opened. These templates can include pre-built pivot tables, charts, and formulas that work with Improvado's standardized data schema. Once created, templates can be shared with team members who will see current data when they open the files.

How much marketing data can I import into Excel?

Excel supports up to 1 million rows per worksheet, which typically accommodates several months of detailed marketing data. For larger datasets, Improvado can pre-aggregate data at campaign or daily levels to fit Excel's limitations. You can also use Excel's filtering and pivot table features to work with subsets of larger marketing datasets imported through Improvado.

Customer stories

See all customer stories →

“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”

Jeff LeeHead of Social, Media Buy, Influencer & Marketing Data, ASUS

Read story →

“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.”

Marc CerniglioInsights & Automation Manager, Chacka Marketing

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