AI Agents for Excel

Hello everyone, I recently joined a small Investment company as an intern. They want me to help them out with automating a lot of their manual workflows. 90% of their day is spent in excel and they want to reduce as many repetitive tasks as possible. A typical workflow can look like this (bear with me on the Excel terminology.): - Fetch quarterly reports of listed companies from various websites and log that data into a sheet. - Update those rows in another sheet by copying down formulas. - Sorting, filtering tables, building reports, charts etc from gathered data. - Sending daily reports Most of the workflows are well defined and do not require a lot of thinking but they consume plenty of time when done manually. One caveat is that they do not want want any human intervention (other than maybe a final approval) in a task that they consider automated. It should also run on the cloud and not require their machines to be switched on. I do have a smaller automation running on a Claude Cloud Routine which connects to their OneDrive through the M365 Connector. Most of the automation is done through code with Claude as the orchestrator but I'm not a big fan of the approach. It does work fine in my test environment but there a lot of nuances and assumptions made in the code to ensure that it works and hence it's very fragile. Has anyone built something similar for Excel that is actually reliable? I'm also trying to figure out whether I should be using the Microsoft Graph API as the foundation instead of having using libraries like openpyxl.