Data & Spreadsheet Integration

Export Call Data to Microsoft Excel — Automatically

Marlie AI handles your calls and exports structured call data to Microsoft Excel in real time — so your team can analyze, report, and act without any manual logging.

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Call intelligence in the spreadsheet your team trusts

Microsoft Excel is the world's most powerful spreadsheet tool — and the one most enterprise and mid-market teams already know and rely on for reporting, analysis, and data management.

Marlie AI integrates with Excel via Microsoft 365 to export call data automatically after every call. Build call volume dashboards, lead conversion reports, or compliance logs — all from automatically captured data without any manual entry.

What You Get with Marlie + Microsoft Excel

Everything you need to connect your phone calls with Microsoft Excel — fully automated, zero manual work.

Automatic Data Export

Every call appends a structured row to your Excel workbook — caller details, intent, summary, and outcome captured automatically.

Custom Column Configuration

Map call data to any Excel column structure your team already uses — flexible to match existing templates.

Microsoft 365 Integration

Works with Excel Online and desktop Excel via OneDrive/SharePoint for seamless Microsoft 365 compatibility.

Pivot-Ready Data

Call data is structured for immediate use in Excel pivot tables, VLOOKUP, Power Query, and advanced formulas.

Multiple Sheet Routing

Route different call types to different Excel worksheets — separate tabs for leads, support, and general calls.

Power BI Ready

Connect your Excel call log to Power BI for enterprise-grade call analytics dashboards and executive reporting.

How It Works

Get up and running with Microsoft Excel in minutes — no coding required.

Connect Microsoft Excel

Authorize Marlie to write to your Microsoft 365 Excel files via OneDrive or SharePoint — one-click setup.

Configure Your Workbook

Point Marlie to the Excel file and sheet you want to populate, and map call fields to your columns.

Marlie Handles the Calls

As inbound calls come in, Marlie AI extracts all relevant information and structures it for Excel export.

Rows Appear Automatically

Each call adds a row to your Excel sheet in real time — your reporting data is always current without manual work.

Built for Real Scenarios

See how businesses use Marlie + Microsoft Excel to capture more leads and streamline operations.

Enterprise Sales Reporting

Scenario

A sales operations team needs weekly call volume and conversion reports but doesn't have a BI tool budget.

Outcome

Marlie exports call data to Excel automatically. The team runs pivot table reports weekly with no manual data collection.

Compliance & Audit Logging

Scenario

A financial services firm needs a complete, auditable log of every customer call for regulatory compliance.

Outcome

Marlie exports timestamped call records to a secure Excel workbook — a complete audit trail with minimal overhead.

Franchise Performance Tracking

Scenario

A franchise with 20 locations wants centralized call data without investing in enterprise software.

Outcome

Each location's calls log to a shared Excel workbook, giving the franchiser a real-time view of call activity across all locations.

Frequently Asked Questions

Common questions about the Marlie AI + Microsoft Excel integration.

Does Marlie work with Excel Online or desktop Excel?

Marlie integrates with Excel Online through Microsoft 365 and OneDrive. Data written to the cloud file is accessible in desktop Excel automatically when synced.