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.
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
A sales operations team needs weekly call volume and conversion reports but doesn't have a BI tool budget.
Marlie exports call data to Excel automatically. The team runs pivot table reports weekly with no manual data collection.
Compliance & Audit Logging
A financial services firm needs a complete, auditable log of every customer call for regulatory compliance.
Marlie exports timestamped call records to a secure Excel workbook — a complete audit trail with minimal overhead.
Franchise Performance Tracking
A franchise with 20 locations wants centralized call data without investing in enterprise software.
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?
Can I use an existing Excel template with Marlie?
Does data appear in real time or on a schedule?
Can I connect my Excel call log to Power BI?
Does this work with Excel on SharePoint?
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Marlie AI connects with more than just Microsoft Excel. Explore our other integrations.
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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