Save Excel workbooks to Kodori from the ribbon

Install the Kodori task pane in Excel. Save the active workbook as a new Kodori record, or as a new version of an existing one — from the Home ribbon.

Updated 2026-04-27

The Kodori add-in for Excel adds a "Save to Kodori" button to Excel's Home ribbon. Click it on any open workbook and the task pane offers the same two save modes as the Word add-in:

- **New document** — the active .xlsx lands as a brand-new Kodori record. - **New version** — search for an existing Kodori workbook, pick it, and the open .xlsx files as the next version with optional version label.

**Install:** sideload `https://kodori.ai/office/excel/manifest.xml` from Excel's Insert → Get Add-ins → My Add-ins → Add a custom add-in → Add from URL. The same Kodori API key (`documents:write` scope) signs in to Word, Excel, PowerPoint, and Outlook — install whichever you use.

**File-size cap:** 50 MB. Most pricing models, budgets, and matter-tracking workbooks are well under; complex models with many sheets and embedded charts can hit it. For larger workbooks, save through the desktop /upload page (no body cap; presigned PUT direct to R2).

**What's preserved:** the .xlsx is captured as the OOXML zip — formulas, formatting, charts, embedded objects all preserved. Kodori's extraction pipeline pulls the cell values into the document_content text projection so the workbook becomes searchable; visual rendering of the workbook inline on /doc/[id] is on the roadmap (currently you'll see the extracted cell text, with download for the original layout).

**Use cases.** AP teams iterating a vendor pricing model. AEC superintendents updating a project schedule. Legal paralegals maintaining a matter-tracking sheet. Each iteration becomes a Kodori version with diff against prior versions visible on /doc/[id].