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Once Emblem for Excel is published in the Microsoft Marketplace, install it from inside Excel under Insert → Add-ins → Search "Emblem". While the marketplace listing is pending, you can also sideload it directly: in Excel on the web, choose Insert → Add-ins → Upload My Add-in and upload the manifest from excel.emblem.pe/manifest.xml. The "Show Emblem" button will appear on the Home tab of the ribbon.

Emblem for Excel uses your existing Emblem account to access your deal documents and AI agents. The first time you open the task pane, an Office login dialog opens to portal.emblem.pe. Once you sign in there, the task pane reconnects automatically and your session persists for 30 days — you won't have to sign in again until your token expires.

The most common cause is the Office login pop-up being blocked or accidentally closed. Click Cancel, then Login with Emblem again and allow the pop-up. If you're on Excel on the web, also make sure your browser isn't blocking third-party cookies for portal.emblem.pe. Still stuck? Email sachin@emblem.pe and we'll get you in.

The add-in only sees documents owned by the Emblem account you signed in with. If a teammate uploaded the deal under a different organization or workspace, you won't have access from the Excel add-in either. Sign in to portal.emblem.pe first to confirm the deal is visible there.

Click the new-chat icon in the top-right corner of the task pane. This clears the conversation history. Your spreadsheet is untouched — only the chat resets.

Yes. Excel's native undo works on everything the add-in writes, so press Ctrl/Cmd+Z to roll back. If you'd like Emblem to redo the operation differently, just describe what you want in chat ("rewrite that table starting at H5 instead").

No. Cell contents and chat messages are used solely to generate the AI's response for that turn and to populate your workbook. Your data is never used to train any AI model, ours or otherwise. See our Privacy Policy for full details.