The ShareBuilder Assistant is expanding its workflow ecosystem with a new Connector that brings Microsoft Excel directly into the Assistant Skills platform. With the Excel Connector, media teams can turn spreadsheets into connected workflows so operational tracking, shared lists, and structured business data can move into action without manual copy-and-paste.
About Excel
Microsoft Excel is one of the most widely used tools for organizing, analyzing, and sharing business data. Teams use it for tracking, reporting, planning, calculations, forecasting, and maintaining structured records across a wide range of workflows.
For media organizations, Excel often remains the system people turn to for pacing sheets, account lists, planning models, inventory tracking, internal checklists, reconciliations, and other operational workflows that sit outside the core CRM.
This is the Excel Connector
The Excel Connector brings spreadsheet-driven workflows directly into your Assistant Skills so your team can use Excel data as part of a larger automated process. Instead of treating spreadsheets as disconnected files that someone has to monitor and re-key into other systems, the Assistant can use them as a live source of workflow context.
Turn shared spreadsheets into workflow triggers
Many teams already manage critical processes in Excel. With the Excel Connector, those rows, tables, and tracked updates can become useful workflow signals.
That means a Skill can react when new information is added, when a shared worksheet is updated, or when spreadsheet data reaches a point that should trigger action. Instead of relying on someone to notice a change and manually move the process forward, the Assistant can do it automatically.
Support internal handoffs and operational coordination
Excel is especially common in workflows that cross teams. Sales, pricing, operations, finance, and fulfillment often use spreadsheets to manage handoffs, exceptions, planning, and status tracking.
With Excel connected, Skills can help coordinate use cases like:
Pacing and revenue tracking that should trigger internal follow-up
Planning sheets that launch downstream tasks or approvals
Account and territory lists that drive assignment workflows
Exception tracking that needs escalation or review
Shared operational checklists that move work across teams
This helps reduce lag between spreadsheet updates and real operational action.
Keep spreadsheet workflows aligned with other systems
Spreadsheets are useful because they are flexible, but that flexibility often creates silos. The Excel Connector helps close that gap by allowing the Assistant to combine spreadsheet data with ShareBuilder CRM, Pricing, Data Enrichment, and other connected systems.
A Skill can review the spreadsheet data, compare it with business context from other platforms, and then decide whether to notify someone, create a task, update a record, launch follow-up, or route the next step automatically.
That means Excel can stay useful without becoming disconnected from the rest of the workflow.
Use Excel as a controlled workspace for structured business data
Not every process belongs inside a CRM screen. Sometimes a spreadsheet is the right place to manage supporting data, team working files, planning inputs, or specialized trackers.
The Excel Connector makes that model more powerful by turning spreadsheets into a structured front end for larger automation. This is a strong fit for use cases like:
Internal planning and forecast sheets
Campaign and revenue tracking
Request and approval logs
Exception management
Reconciliation and audit workflows
Shared supporting data that drives operational decisions
Instead of isolated spreadsheets living on the side, your team gets spreadsheet-driven workflows that stay connected to execution.
Assistant Skills
Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.
Availability
ShareBuilders plans to offer Assistant Skills in a limited beta preview to select customers in early Q2 2026, followed by broader availability shortly thereafter. Assistant Skills will be sold as a standalone product with predictable pricing using a single flat fee rather than per-step, per-user, or per-workflow charges.
For more information
To learn more about ShareBuilder Assistant Skills, request beta access, or discuss adding your application to the Skills Connector Marketplace, visit https://www.share-builders.com/assistant/skills/ or contact ShareBuilders at:
chris.koller@share-builders.com
About ShareBuilders
ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, and performance with secure cloud access and mobile tools designed for sellers on the go.
