Help center
General
What is Rowan?
Rowan is an AI agent embedded directly in Microsoft Excel. Unlike Microsoft Copilot, which can answer questions about small numbers of cells and make very basic edits like adding a column, Rowan understands context across complex workbooks to answer tricky questions and execute multi-step tasks.
What is Rowan?
Rowan is an AI agent embedded directly in Microsoft Excel. Unlike Microsoft Copilot, which can answer questions about small numbers of cells and make very basic edits like adding a column, Rowan understands context across complex workbooks to answer tricky questions and execute multi-step tasks.
How much does Rowan cost?
The preview version of Rowan available via Microsoft App Source (linked at the top of this page) is currently completely free to use. If you are interested in exploring our enterprise tier, which includes higher usage limits and custom workflows, please get in touch with our team at support@pactio.io
How much does Rowan cost?
The preview version of Rowan available via Microsoft App Source (linked at the top of this page) is currently completely free to use. If you are interested in exploring our enterprise tier, which includes higher usage limits and custom workflows, please get in touch with our team at support@pactio.io
Is my data secure?
Yes! Some of the core security controls and standards include:
We don't store any of the data you put into Rowan, nor do we train any models on it.
All data is encrypted in transit and at rest.
Pactio as a company is SOCII Type 2 certified.
Is my data secure?
Yes! Some of the core security controls and standards include:
We don't store any of the data you put into Rowan, nor do we train any models on it.
All data is encrypted in transit and at rest.
Pactio as a company is SOCII Type 2 certified.
Getting started
How do I get started?
Press the 'Get started' button at the top of this page to install the add-in via Microsoft App Source. You’ll need to create an account in order to use it.
How do I get started?
Press the 'Get started' button at the top of this page to install the add-in via Microsoft App Source. You’ll need to create an account in order to use it.
Review spreadsheets
Ask Rowan to explain what’s going on in a spreadsheet when you first receive it, or ask him to break down a complex formula for you. If you think it can be simplified or improved, ask him about that too!
Review spreadsheets
Ask Rowan to explain what’s going on in a spreadsheet when you first receive it, or ask him to break down a complex formula for you. If you think it can be simplified or improved, ask him about that too!
Import data from documents
Add attachments into the sidebar to pull data into your sheet. These could be unstructured documents like PDFs or other Excel files; you can tell Rowan what to extract in your prompt, or just ask him to fill in a template you have loaded in your file already.
Import data from documents
Add attachments into the sidebar to pull data into your sheet. These could be unstructured documents like PDFs or other Excel files; you can tell Rowan what to extract in your prompt, or just ask him to fill in a template you have loaded in your file already.
Clean and reconcile
If you have messy data that needs to be categorised, cleaned or reconciled, ask Rowan and he’ll do the rest.
Clean and reconcile
If you have messy data that needs to be categorised, cleaned or reconciled, ask Rowan and he’ll do the rest.
Automate calculations
If you have to build a calculation or set of calculations using formulae, get Rowan to do the leg work.
Automate calculations
If you have to build a calculation or set of calculations using formulae, get Rowan to do the leg work.
More info
What are the usage limits?
On this free, preview version, model usage is rate limited. If you hit rate limits for the model you are using, you will start to see consistent error messages when prompting Rowan.
What are the usage limits?
On this free, preview version, model usage is rate limited. If you hit rate limits for the model you are using, you will start to see consistent error messages when prompting Rowan.
Context window
Rowan’s context window (i.e., the amount of data he can process in a given chat) is limited. Large workbooks will test his limits, as will tasks with a wide-surface area (e.g., many steps across multiple worksheets) in “Edit” mode. You can monitor his context window using the number of tokens consumed beneath the chat window. Once you exceed 500,000 tokens with Gemini, or 100,000 tokens with Claude 3.7 Sonnet, you’ll likely start to see a degradation in performance. If you’ve reached this simply because of the number of questions you’ve asked, you can reset it by starting a new chat.
Context window
Rowan’s context window (i.e., the amount of data he can process in a given chat) is limited. Large workbooks will test his limits, as will tasks with a wide-surface area (e.g., many steps across multiple worksheets) in “Edit” mode. You can monitor his context window using the number of tokens consumed beneath the chat window. Once you exceed 500,000 tokens with Gemini, or 100,000 tokens with Claude 3.7 Sonnet, you’ll likely start to see a degradation in performance. If you’ve reached this simply because of the number of questions you’ve asked, you can reset it by starting a new chat.
What AI models do you use?
Currently, we are using a combination of Gemini 2.5 Pro and Claude 3.7 Sonnet. Gemini is better suited to more complex, data-heavy tasks, but can be unstable given it’s pre-release. Claude is typically much faster but worse at complex tasks. You can choose which model to use in your settings.
In time, we are likely to introduce further options, as well as an architecture that chooses between models depending on the scope of the task at hand.
What AI models do you use?
Currently, we are using a combination of Gemini 2.5 Pro and Claude 3.7 Sonnet. Gemini is better suited to more complex, data-heavy tasks, but can be unstable given it’s pre-release. Claude is typically much faster but worse at complex tasks. You can choose which model to use in your settings.
In time, we are likely to introduce further options, as well as an architecture that chooses between models depending on the scope of the task at hand.
Upcoming features
Formatting: today, Rowan only sees cell content, not formatting, and doesn’t have any tools to make edits to how your workbook looks either. We are working on this right now!
Integrations with cloud systems: currently, Rowan can only pull context from documents that you manually attach, instead of being able to pull from systems like Sharepoint via an integration. We intend to add this as part of our enterprise tiers in due course.
Custom workflows & fine-tuning: this version of Rowan is totally generic, meaning he’s adaptable but will lack the specific guardrails needed for many nuanced workflows. We are adding custom workflow rules currently, and expect to add further fine-tuning functionality as part of our enterprise tiers in due course.
Upcoming features
Formatting: today, Rowan only sees cell content, not formatting, and doesn’t have any tools to make edits to how your workbook looks either. We are working on this right now!
Integrations with cloud systems: currently, Rowan can only pull context from documents that you manually attach, instead of being able to pull from systems like Sharepoint via an integration. We intend to add this as part of our enterprise tiers in due course.
Custom workflows & fine-tuning: this version of Rowan is totally generic, meaning he’s adaptable but will lack the specific guardrails needed for many nuanced workflows. We are adding custom workflow rules currently, and expect to add further fine-tuning functionality as part of our enterprise tiers in due course.
Need more help?
You can also email us at support@pactio.io