What actions can I run in Excel?

3 actions are available, including "Aggregate to Excel", "Create Excel", and "Parse Excel". Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Excel Integrations

Read and write Excel spreadsheets in your workflows. Turn .xlsx files into rows, build new spreadsheets from data, or combine many items into one file. Connect Excel to AI agents, automate workflows, and scale with confidence.

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Aggregate to ExcelCombine the items from an iteration into a single .xlsx file.
Create ExcelBuild a .xlsx file from incoming data, with control over columns, sheet name, and cell types.
Parse ExcelRead a .xlsx file and turn each spreadsheet row into an item your workflow can process one at a time.

When to use Excel

Common scenarios where Excel automation saves time and reduces manual work.

Use "Aggregate to Excel" as an automated action in Excel so records stay consistent whenever something changes elsewhere in your stack.
Run "Create Excel" in Excel from any upstream event — map fields once and let the automation handle the rest.
Include "Parse Excel" from Excel in larger multi-tool workflows to move data end-to-end without hand-offs.

Frequently asked questions

Common questions about automating Excel in your workflows.

Excel has no triggers, but it provides 3 actions including "Aggregate to Excel", "Create Excel", and "Parse Excel". Pair them with triggers from other apps to automate Excel tasks.

Excel Integrations

When to use Excel

Frequently asked questions

Excel Integrations

When to use Excel

Connect Excel to any app in workflows

Frequently asked questions

Connect Excel to any app in workflows

Connect Excel to any app in workflows

Connect Excel to any app in workflows

Excel Integrations

Excel triggers and actions

When to use Excel

Frequently asked questions

What triggers does Excel support?

What actions can I run in Excel?

Do I need to write code to automate this?

Is the integration secure?

Excel Integrations

Excel triggers and actions

When to use Excel

Connect Excel to any app in workflows

Frequently asked questions

What triggers does Excel support?

What actions can I run in Excel?

Do I need to write code to automate this?

Is the integration secure?

Connect Excel to any app in workflows

Connect Excel to any app in workflows

Connect Excel to any app in workflows