Bring Tracxn data in MS Excel with your AI tools

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What you can do

• Ask in the file you are working on – Query company profiles, funding rounds, investor data, and more from inside MS Excel - no exports, no copy-paste, no switching tabs.
• Get results formatted for the file – In Excel, the data lands in your worksheet as formatted tables.

For the full setup guide for each workspace, see the Help Center article.

See the setup in MS Excel with Claude

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1) Go to the Add-ins menu, search for your AI tool, and add it.

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2) Click Log in, and sign in with your Claude account in the window that appears.

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3) Type your query in natural language

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4) Claude pulls the results from Tracxn and the data lands in your worksheet

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Need help?

We’ve got you covered 24/7.
Reach out via live chat, email at support, or WhatsApp—we’re always here to help.