Templates / Query and answer questions from Excel spreadsheets with GPT-4 Mini

Query and answer questions from Excel spreadsheets with GPT-4 Mini

Needs changes

by Gegenfeld ✓ · 327 views · created 2025-07-29 · Internal Wiki, AI Chatbot

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 5 nodes and runs when a chat message arrives. Along the way it connects OpenAI Chat Model and Microsoft Excel 365.

How it runs

Trigger: When a chat message arrives.

  1. Smart AI Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Get Excel Data); memory: Remember Chat History

Services it uses

OpenAI Chat ModelMicrosoft Excel 365

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in Smart AI Agent (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Removed in 3.0Replace with
AI Agent v1 (old agent modes)
Smart AI Agent (v1.7)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Rarely used nodes in this template: n8n-nodes-base.microsoftExcelTool

Nodes used (5)

From the author

This workflow creates an intelligent chatbot that uses your Microsoft Excel workbooks as a knowledge base. The AI agent can automatically query your Excel spreadsheets to provide accurate, contextual responses based on your stored data and information. Who's…

Excerpt from Gegenfeld's description on n8n.io.

View the original on n8n.io → Check your own copy

Get the weekly “what broke” email

New templates, newly broken ones, and n8n release changes. One short email a week.

Form not loading? Subscribe here.