Excel, Everywhere in Tooli
You can use Excel features at any moment, with any Tooli agent — General Agent, Offer Coach, Tender Checker, or Meeting Minutes Writer. Just ask for what you need. Tooli can:- create a new Excel for you
- work inside the Excel you upload
- extract data from PDFs or images and place it correctly in your spreadsheet
- show you parts of your Excel directly inside the chat
You speak to Tooli about Excel like you would to a colleague.
No “A1/B3”. No technical syntax. Just plain construction language.
No “A1/B3”. No technical syntax. Just plain construction language.
What You Can Do With Excel in Tooli
Create Files
Ask Tooli to build any type of Excel you need:
• Project planning tables
• BoQ structures
• Material lists
• Checklists and trackers
• Multi-sheet workbooks
• Project planning tables
• BoQ structures
• Material lists
• Checklists and trackers
• Multi-sheet workbooks
Edit Your Files
Upload an Excel and tell Tooli what to adjust:
• Add or rename sheets
• Insert columns or rows
• Fill in missing quantities
• Add totals or formulas
• Clean disorganized tables
• Add or rename sheets
• Insert columns or rows
• Fill in missing quantities
• Add totals or formulas
• Clean disorganized tables
Turn PDFs into Excel
Take an unstructured spec or cahier des charges and say:
“Create an Excel with Item, Description, Unit, Quantity based on this PDF.”
Tooli extracts and structures the content for you.
“Create an Excel with Item, Description, Unit, Quantity based on this PDF.”
Tooli extracts and structures the content for you.
Speak Naturally — Tooli Understands
You don’t need to think like Excel.Tooli reads and understands your file the way a human colleague would. Just describe what you want:
- “Add a column for Unit Price.”
- “Move this list into a new sheet called Materials.”
- “Show me the quantities table.”
- “Add a total at the bottom.”
See Your Excel Directly in the Chat
If you need to check something from your spreadsheet, you can ask Tooli to show it inside the chat. Examples:- “Show the header row.”
- “Display rows 1 to 20.”
- “Show the Description and Quantity columns.”
- “What’s inside the Summary sheet?”
No more searching through tabs.
Downloading Your Excel File
At any point, you can retrieve the Excel Tooli is working on. Ways to download:- Click the download button below the chat bar
- Or ask: “Send me the download link for the Excel.”
.xlsx file ready for Excel, Google Sheets, Numbers, or sharing with colleagues.
Organizing Multi-Sheet Workbooks
Tooli handles multi-sheet workbooks exactly the way construction teams work: by sections, lots, and categories.New Sheets
“Add a sheet called Planning”
“Create a new tab for Materials”
“Create a new tab for Materials”
Move or Copy Content
“Move this table to Summary”
“Copy Sheet1 into a new sheet”
“Copy Sheet1 into a new sheet”
Structured Projects
Tooli edits only what you ask.
Everything else stays untouched.
Everything else stays untouched.
Practical Construction Scenarios
Turn a messy PDF into a usable BoQ
Turn a messy PDF into a usable BoQ
Upload a cahier des charges and ask:
“Create an Excel with Item, Description, Unit, Quantity and extract everything relevant from this PDF.”Tooli structures it cleanly, ready for pricing.
“Create an Excel with Item, Description, Unit, Quantity and extract everything relevant from this PDF.”Tooli structures it cleanly, ready for pricing.
Build a reusable BoQ template
Build a reusable BoQ template
“Create a BoQ template with Item Number, Description, Unit, Quantity, Unit Price, Total Price, Notes.”Save it. Reuse it for every project.
Clean up a disorganized Excel
Clean up a disorganized Excel
“Remove empty rows, standardize column headers, and align the units.”Tooli reorganizes the sheet automatically.
Add automatic calculations
Add automatic calculations
“Add a formula to calculate Total Price = Quantity × Unit Price.”
“Create a total row that sums all quantities.”
“Create a total row that sums all quantities.”
Supported Excel Operations (Explained Simply)
Here are examples of what Tooli can do behind the scenes — presented in user-friendly construction language.Reading Your Excel
Tooli can:
- Read tables and ranges
- Identify validation rules
- Understand headers
- Recognize units, names, or numbers
- Fetch only the rows you request
Writing & Updating
Tooli can:
- Add or update rows and columns
- Fill missing quantities
- Write structured data extracted from PDFs
- Move or copy content between sheets
- Insert values in the right place automatically
Formatting & Calculations
Tooli can:
- Apply formulas (and check if they’re valid)
- Format ranges (headers, numbers, dates)
- Create native Excel tables
- Add chart elements (titles, legends, labels)
- Insert pivot tables when needed
A Real-Life Example
1
Upload a messy PDF
A spec, an old tender, or a scanned document with quantities.
2
Ask Tooli
“Create an Excel with columns Item, Description, Unit, Qty and extract everything relevant from this PDF.”
3
Review in the Chat
“Show me the first rows.”
“Display only the quantities.”
Adjust as needed.
“Display only the quantities.”
Adjust as needed.
4
Download the clean Excel
Ready for pricing, coordination, or sharing.
A task that normally takes hours becomes a structured Excel file in seconds.
Tips for Better Results
Use clear column names
Tooli places information more accurately with descriptive headers.
Work in short steps
Small instructions yield cleaner changes than one huge request.
Preview often
Ask to display rows or columns before downloading — it keeps everything tidy.
Upload the clearest file available
Better quality PDFs or images improve extraction accuracy.
Ready to get more out of Tooli?
Asking Great Questions
Improve the quality of your Excel results with stronger prompts.
Conversation Management
Learn how to guide Tooli through multi-step Excel workflows.
Need help or have a question?
Email [email protected]
Email [email protected]

