nineAdd Nine to Slack

Microsoft Excel and Salesforce.
A more connected handoff.

Give Nine access to Microsoft Excel and Salesforce and delegate work across the connected tools. You choose the accounts and actions it can use.

Microsoft ExcelSalesforce
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Microsoft Excel

Work with the numbers

  • Find and read the right workbook

    Search files and inspect worksheets, ranges, tables, and named items for the context your task needs.

  • Keep trackers current

    Write cell values, add table rows and columns, and update ranges in connected workbooks.

  • Make data easier to review

    Sort and filter tables, organise ranges, and create or update charts.

Prepare a useful deliverable

  • Build a workbook for the task

    Create workbooks and worksheets, upload existing files, and organise data into tables.

  • Share a readable report

    Export a workbook to PDF and work with workbook permissions for the intended audience.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

Microsoft Excel

Connect the Microsoft account that holds your workbooks during onboarding and choose the file and spreadsheet actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Microsoft Excel and Salesforce?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.