Microsoft 365 add-ins

Pelles in Microsoft 365. Excel, Outlook and Teams.

The same Pelles, with your projects, documents and agents, inside the Microsoft tools your team opens all day. Ask about the email you’re reading, have the agent fill in the sheet in front of you, or @mention it in the project channel. All three on Microsoft Marketplace.

Book a demoSetup for IT

01ExcelAdd-in

Your sheet, with the project behind it. The agent fills it in.

Open Pelles AI from the Home tab and chat beside your workbook. Pelles reads the sheet you’re on and your project’s documents, answers in the pane, and makes the edits in the workbook itself.

  • Reads the workbookThe sheet you’re on, your selection and every tab, then any range it needs: values, formulas and formats.
  • Edits it for youFills cells and ranges, formats them, inserts and deletes rows, copies ranges and adds sheets.
  • Grounded in the projectPick a project, or @mention one, a company document or a calculator.
  • Your agentsChat with the Pelles Agent or any agent your company runs. Excel chats keep their own history.

How to set it upYou, or your Microsoft 365 admin for everyone

  1. Get PellesAI from Microsoft Marketplace, or search for it under Add-ins in Excel.
  2. To roll it out for everyone, your Microsoft 365 admin adds it from Settings → Integrated apps in the admin center.
  3. Select Open Pelles AI on the Home tab and sign in with your Pelles account.
Runs on
Excel on Windows, Mac and the web
You’ll need
A Pelles account in your company
Get it from Microsoft MarketplaceAsk us to set it up

02OutlookAdd-in

The email, checked against the project. The reply, drafted.

Open Pelles AI on any email. It reads the message you have open, checks it against your project’s drawings and specs, and drafts the reply for you to insert, reply with or save to Drafts. It never sends anything.

  • Reads the email you’re onSubject, sender, recipients and the message, and the text you highlight while you write.
  • Checks it against the projectPick the project, or @mention one, and Pelles answers from its documents.
  • Drafts, never sendsInsert it into your email, reply with it, copy it, or save the reply to Drafts.
  • Follows youPin the pane and it moves with you from email to email.

How to set it upYou, or your Microsoft 365 admin for everyone

  1. Get Pelles AI from Microsoft Marketplace, or search for it under Get Add-ins in Outlook.
  2. To roll it out for everyone, your Microsoft 365 admin adds it from Settings → Integrated apps in the admin center.
  3. Open an email, select Open Pelles AI and sign in with your Pelles account.
Runs on
Outlook on the web and on Windows
You’ll need
A Pelles account in your company
Good to know
To save replies to Drafts, connect your Microsoft account in Pelles once.
Get it from Microsoft MarketplaceAsk us to set it up

03TeamsApp

Ask Pelles in Teams. In a chat or the project channel.

Add Pelles AI to Teams and message it like a teammate: one-on-one, or @mentioned in a team channel, where it reads the recent conversation for context. Choose which of your agents answers, and let agents message you when the work is done.

  • Chats and channelsMessage Pelles one-on-one, or @mention it in a team channel.
  • Knows the channelIn a channel it reads the recent conversation and who’s on the team, so you can ask about the thread.
  • Pick the agentType agents to switch to any agent your company runs. Each chat keeps its own.
  • Agents reach you hereYour agents can message you in Teams with what they found.

How to set it upYou, or your Teams admin for everyone

  1. In Teams, open Apps and search for Pelles AI, or get it from Microsoft Marketplace.
  2. Message Pelles AI and sign in with your Pelles account.
  3. Add it to a team to @mention it in that team’s channels.
  4. To roll it out, your Teams admin can pin it for everyone with a setup policy.
Runs on
Microsoft Teams, in chats and team channels
You’ll need
A Pelles account in your company
Get it from Microsoft MarketplaceAsk us to set it up

For IT

On Microsoft Marketplace. Scoped to the work in front of you.

Get Excel, Outlook and Teams from Microsoft Marketplace, or have your admin roll them out for everyone. Each person signs in with their Pelles account and sees only what they can already open in Pelles. Here’s what each one can reach.

ProductWhat it can reachHow it reaches your people
Excel add-inReads and edits the workbook that’s open, when someone asks it to.Microsoft Marketplace, or your admin from Integrated apps
Outlook add-inReads the email that’s open, not the mailbox. Writes only into a draft.Microsoft Marketplace, or your admin from Integrated apps
Teams appReads channel messages and members in the teams it’s added to, approved team by team.Microsoft Marketplace and the Teams app store, or your Teams admin
Security and trustOpen the Trust CenterSee all 25+ integrations

Built for the people who check the work.

SOC 2 Type II attestedNever trained on your contentAES-256 at restTLS 1.2+ in transitTenant isolation

Open the Trust CenterSecurity and trust
  • Every answer cites its page.Open the sheet or section behind any answer, report line or change.
  • Your permissions, inherited.People see the projects and documents they can already open, nothing more.
  • Your team stays in charge.Agents draft the RFI, the change event or the update for your team to review, and use only the systems you give them.

What teams ask before they install.

Do I need a Pelles account to use them?

Yes. Excel, Outlook and Teams each sign in with your Pelles account in your company, and show the projects, documents and agents you already have in Pelles. It’s the same Pelles everywhere, with the same project knowledge behind every answer.

Who installs the Excel and Outlook add-ins?

Anyone can get them from Microsoft Marketplace (PellesAI for Excel, Pelles AI for Outlook), unless your company limits add-ins. To roll them out for everyone, your Microsoft 365 admin adds them from Settings → Integrated apps in the admin center, for people, groups or the whole company; Microsoft can take up to a day to show them. We can walk your IT team through it.

Can the Outlook add-in read my whole mailbox?

No. The add-in reads the email you have open, and writes only into a reply or draft you can see. It never sends email for you. If you connect your Microsoft account in Pelles, you can also save replies straight to Drafts.

Will the Excel add-in change my spreadsheet?

When you ask it to. The agent edits the workbook you have open: it fills cells and ranges, formats them, inserts and deletes rows, copies ranges and adds sheets. Ask it questions about the sheet and it just answers.

How do we add Pelles to Microsoft Teams?

Search for Pelles AI under Apps in Teams, or get it from Microsoft Marketplace, then message it and sign in with your Pelles account. Add it to a team to @mention it in channels, and your Teams admin can pin it for everyone. Group chats and files aren’t supported yet.

Which versions does it run on?

Excel on Windows, Mac and the web; Outlook on the web and on Windows; and Microsoft Teams, in one-on-one chats and team channels.

Is it secure?

It’s the same Pelles behind each one: SOC 2 Type II attested and never trained on your content. Each add-in shows you only the projects and documents you can already open in Pelles.

Pelles, in the tools your team already opens.

In 30 minutes we’ll show Pelles in Excel, Outlook and Teams on a real project, then set it up with your IT team.

  • SOC 2 Type II attested
  • On Microsoft Marketplace
  • One Pelles sign-in

Last updated