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Excel Integration & Workflow Automation

Run Excel on autopilot. Keep the veto.

54 actions

Spreadsheet changes fire before you've seen what the AI touched; Rills proposes every table update, column add, and export, and waits for your call.

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Interactive. No signup. 14 days free · approvals always free.

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02. The trust layer

Most automation fires first, asks later. Rills shows you the change before it ships.

Every consequential other action from Excel arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.

Queue 3

EXCEL · PDF EXPORT REVIEW
78

Export 3 workbooks to PDF and post to SharePoint folder?

3 workbooks match 'Q2 Final' naming pattern in drive

Same export ran last month without issues

Target folder is client-facing: verify figures first

SWIPE → APPROVE
Illustrative. Your real proposals match your data and your approval history.
  1. Free to wait. Free to think.

    Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.

  2. Approve from your phone in five seconds.

    Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, no 3am stomach-drop wondering what shipped while you slept.

  3. Routine cases graduate themselves.

    Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.

03. Overview

About Excel automation

A worksheet deleted, a table column overwritten, a PDF export sent to a SharePoint folder you didn't intend: Excel automation gone unsupervised leaves a short window between "the script ran" and "the damage is done."

When Excel runs unsupervised

Most Excel mistakes aren't dramatic. They're quiet overwrites and misfired exports that sit unnoticed until someone downstream asks why the numbers look wrong.

  • Add Table Row fires duplicate entries into a reporting sheet before anyone checks the source data for conflicts.
  • Delete Worksheet removes a tab that was still referenced by another workbook, breaking downstream calculations silently.
  • Export Workbook to PDF pushes a draft version to a client-facing SharePoint folder before the final figures are confirmed.
  • Apply Table Sort reorders rows mid-project and a formula using hard-coded cell references returns the wrong totals.
  • Protect Worksheet locks a sheet with settings nobody agreed on, blocking a teammate from edits they needed to make.

What Rills does inside Excel

Rills watches for the moment an Excel action is ready to run, whether that's an Add Table Column call, a Merge Cells operation, or a full Export Workbook to PDF, and holds it for your review instead of letting it fire.

The export still happens; you just see exactly what's going out before it leaves.

Why Excel has no triggers and how Rills fills the gap

Excel doesn't emit events that can start a workflow on their own, so every automation needs something upstream to kick it off. Rills fills that gap with scheduled checks and connections to tools that do have events.

  • Schedule a recurring check that calls Get Worksheet or Get Range on a cadence, then proposes an Add Table Row only when new data meets your criteria.
  • Connect an upstream trigger from a form tool or CRM so that when a record changes there, Rills proposes the matching Add Table Column or Update Chart Legend in Excel for your approval.
  • Run a timed List Drive Files scan to detect new workbooks in a folder and propose an Export Workbook to PDF for each one that matches a naming pattern you set.
  • Use a scheduled List SharePoint Worksheets poll to catch new tabs added by collaborators and propose a Protect Worksheet action before those sheets go unguarded.
04. Actions

What Rills can do in Excel

6 of 54 actions across reads, writes, and updates.

  1. 01

    Add Table

    Create a structured table in an Excel worksheet to organize and format your data for easier analysis and filtering. Tables make it simple to work with groups of related information and apply formulas across entire columns automatically.

  2. 02

    Add Table Row

    Adds a new row to an existing table in Excel, automatically populating it with data you specify. Use this to grow your data tables without manually entering each row.

  3. 03

    Apply Table Filter

    Apply filters to specific columns in your Excel tables to display only the data you need, making it easier to focus on relevant information and analyze subsets of your data.

  4. 04

    Create Workbook

    Generate a new Excel workbook file with your specified worksheets and data, then automatically save it to your OneDrive for easy access and sharing.

  5. 05

    Export Workbook to PDF

    Converts an Excel workbook into a PDF file format, making it easy to share, distribute, or archive spreadsheet data in a universally readable format.

  6. 06

    List Drive Files

    Retrieve a complete list of files and folders from your Excel drive or a specific folder path to organize and manage your spreadsheets. This helps you quickly find, audit, and keep track of all your data files in one place.

05. FAQ

Common questions about Excel automation

06. NEXT MOVE

Approve every Excel change before it ships.

14 days free. No credit card. About 90 seconds to your first proposal.