Copy Drive Item
EXCEL_COPY_DRIVE_ITEMCreate a non-destructive asynchronous copy of a file or folder.
Excel
60 actions for Excel workflows.
Operations are the actions a workflow can take in Excel, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Copy Drive Item
EXCEL_COPY_DRIVE_ITEMCreate a non-destructive asynchronous copy of a file or folder.
Create Folder
EXCEL_CREATE_FOLDERCreate a folder under a parent Microsoft Graph drive item.
Delete Named Item
EXCEL_DELETE_NAMED_ITEMPermanently delete a workbook-scoped named item; this cannot be undone.
Get Named Item
EXCEL_GET_NAMED_ITEMRetrieve a workbook-scoped named item by exact name.
Search Microsoft 365 Content
EXCEL_SEARCH_MICROSOFT_365_CONTENTSearch OneDrive and SharePoint content using Microsoft Search.
Who Am I
EXCEL_WHO_AM_IReturn the identity (email, name) of the connected Excel (Microsoft) account.
This category includes miscellaneous Excel operations that don't fit into primary workflows, such as managing named items, exporting workbooks to PDF, closing sessions, and retrieving chart properties. Use these operations when you need to perform one-off tasks like deleting worksheets, applying table sorts, or accessing specific range data from your spreadsheet.
Add Table
EXCEL_ADD_TABLECreate 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.
Add Table Row
EXCEL_ADD_TABLE_ROWAdds 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.
Apply Table Filter
EXCEL_APPLY_TABLE_FILTERApply 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.
Create Workbook
EXCEL_CREATE_WORKBOOKGenerate a new Excel workbook file with your specified worksheets and data, then automatically save it to your OneDrive for easy access and sharing.
Export Workbook to PDF
EXCEL_EXPORT_WORKBOOK_TO_PDFConverts an Excel workbook into a PDF file format, making it easy to share, distribute, or archive spreadsheet data in a universally readable format.
List Drive Files
EXCEL_LIST_FILESRetrieve 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.
List Table Rows
EXCEL_LIST_TABLE_ROWSRetrieves all rows from a specified table in an Excel workbook, allowing you to access and analyze tabular data stored in your spreadsheets.
Update Range
EXCEL_UPDATE_RANGEModify data in multiple cells at once within an Excel worksheet, allowing you to efficiently update values, formulas, or formatting across a selected range. This helps you quickly make batch updates without having to edit cells individually.
Add Chart
EXCEL_ADD_CHARTCreate visual charts and graphs in your Excel worksheets to transform raw data into easy-to-understand visualizations that tell a story about your business metrics.
Add SharePoint Worksheet
EXCEL_ADD_SHAREPOINT_WORKSHEETCreate a new worksheet within an Excel workbook stored on SharePoint, allowing you to organize and expand your spreadsheet structure in the cloud. This enables you to keep related data separated and collaborate with team members on specific sections of your workbook.
Add Table Column
EXCEL_ADD_TABLE_COLUMNAdds a new column to an existing table in Excel, allowing you to expand your data structure with additional fields for tracking or analysis. This helps you organize related information together without restructuring your entire spreadsheet.
Add Workbook Permission
EXCEL_ADD_WORKBOOK_PERMISSIONGrant access to an Excel workbook by sending invites to specific people with defined roles. Use this when you need to collaborate with team members or clients on shared spreadsheets while controlling their permission levels.
Add Worksheet
EXCEL_ADD_WORKSHEETCreates a new worksheet in your Excel workbook, allowing you to organize data across multiple sheets and separate different types of information within a single file.
Apply Table Sort
EXCEL_APPLY_TABLE_SORTOrganize your spreadsheet data by sorting a table by specific columns in any order you need. This helps you quickly find, analyze, and present information without manually rearranging rows.
Clear Range
EXCEL_CLEAR_RANGERemoves values, formatting, or contents from a specified range of cells in your Excel worksheet, allowing you to reset cells before entering new data.
Clear Table Filter
EXCEL_CLEAR_TABLE_FILTERRemove filters from your Excel table columns to display all data again without restrictions. This helps you see the complete dataset after you've finished analyzing a filtered subset.
Close Excel Session
EXCEL_CLOSE_SESSIONEnds an active Excel workbook session and releases any locks on the file, allowing other users or processes to access it freely. Use this when you're done working with a spreadsheet to prevent conflicts and free up resources.
Convert Table To Range
EXCEL_CONVERT_TABLE_TO_RANGETransforms a formatted Excel table back into a regular cell range, removing table features while preserving the data. This is useful when you need to eliminate automatic filtering, formulas, or style formatting that comes with structured tables.
Create Excel Session
EXCEL_GET_SESSIONEstablishes a secure connection to your Excel workbook so you can read, modify, and manage spreadsheet data programmatically. This is the first step needed before performing any other operations on your Excel files.
Delete Table Column
EXCEL_DELETE_TABLE_COLUMNRemove a specific column from an Excel table to clean up data structure or eliminate unnecessary fields. This helps you maintain organized spreadsheets by removing columns that are no longer needed.
Delete Table Row
EXCEL_DELETE_TABLE_ROWRemove a specific row from an Excel table to keep your data clean and current. This helps maintain accurate records by deleting outdated or incorrect entries directly from structured tables.
Delete Worksheet
EXCEL_DELETE_WORKSHEETRemoves a worksheet from your Excel workbook to keep your file organized and remove unnecessary sheets. Use this to clean up temporary work areas or consolidate data after completing analysis.
Get Chart Axis
EXCEL_GET_CHART_AXISRetrieves detailed properties of a chart axis, including scale settings, intervals, and formatting, allowing you to programmatically inspect or verify chart configuration details.
Get Chart Data Labels
EXCEL_GET_CHART_DATA_LABELSRetrieve and inspect the label settings on your Excel charts, including their position, visibility, and formatting to ensure they display your data clearly.
Get Chart Legend
EXCEL_GET_CHART_LEGENDRetrieves the legend information from an Excel chart, including its visibility settings and formatting details. Use this to verify how your chart's legend appears and make adjustments to ensure clarity and readability.
Get Range
EXCEL_GET_RANGERetrieve specific data from a worksheet in Excel, allowing you to extract values, formulas, or formatting from defined cell ranges. This enables you to read structured data from your spreadsheets programmatically for analysis, reporting, or integration with other tools.
Get SharePoint Range
EXCEL_GET_SHAREPOINT_RANGERetrieve specific data from a worksheet stored in SharePoint, allowing you to access and work with spreadsheet information from your team's shared documents.
Get SharePoint Worksheet
EXCEL_GET_SHAREPOINT_WORKSHEETRetrieves a specific worksheet from an Excel workbook stored in SharePoint, allowing you to access and work with particular sheets within your business documents. This is useful when you need to pull data from or interact with individual worksheets in your shared Excel files.
Get table column
EXCEL_GET_TABLE_COLUMNRetrieve all data and properties from a specific column within an Excel table, enabling you to work with column-specific information for analysis or automation.
Get workbook
EXCEL_GET_WORKBOOKRetrieve and inspect the structure, properties, and contents of an Excel workbook including worksheets, tables, named ranges, and comments. Use this to understand what data and elements exist in your spreadsheet before performing other operations.
Get Worksheet
EXCEL_GET_WORKSHEETRetrieve a specific worksheet from your Excel workbook by name or ID to access its data and structure. This lets you programmatically interact with individual sheets within your spreadsheet.
Get Worksheet Used Range
EXCEL_GET_WORKSHEET_USED_RANGERetrieves all data from a worksheet without needing to know the exact range beforehand, automatically identifying which cells contain actual values. This is useful when working with dynamic spreadsheets where the data boundaries change frequently.
Insert Range
EXCEL_INSERT_RANGEInsert a new cell range into your worksheet and automatically shift existing content down or right to make space for new data without losing information.
List Chart Series
EXCEL_LIST_CHART_SERIESRetrieve all data series contained within a chart to analyze and work with the underlying data structures. This helps you understand what data is visualized in your charts before making modifications or extracting information.
List Charts
EXCEL_LIST_CHARTSRetrieve all charts from a specific worksheet to see visualizations you've created, helping you organize and manage your data presentations.
List Comments
EXCEL_LIST_COMMENTSRetrieve all comments from an Excel workbook to review feedback, suggestions, and notes that team members have added to your spreadsheet.
List Drive Item Children
EXCEL_LIST_DRIVE_ITEM_CHILDRENRetrieve all files and folders contained within a specific folder in your Excel drive, making it easy to explore and organize your file structure. This helps you quickly find documents, understand folder hierarchy, and manage your cloud storage contents.
List Named Items
EXCEL_LIST_NAMED_ITEMSRetrieve all named ranges and defined names in your Excel workbook to see what references are available for formulas and reporting. This helps you organize and reference important data ranges by meaningful names instead of cell coordinates.
List SharePoint Tables
EXCEL_LIST_SHAREPOINT_TABLESRetrieve all tables stored in your SharePoint worksheet to see what data structures and datasets you have available. This helps you identify and organize your business data sources across your team's shared workspace.
List SharePoint Worksheets
EXCEL_LIST_SHAREPOINT_WORKSHEETSRetrieve all worksheets from an Excel workbook stored in SharePoint, allowing you to see what sheets are available in your shared workbook. This helps you organize and manage collaborative spreadsheets across your team.
List Table Columns
EXCEL_LIST_TABLE_COLUMNSRetrieve all columns from a specific table in your Excel workbook to understand the data structure and available fields. This helps you organize, validate, and work with your spreadsheet data programmatically.
List Tables
EXCEL_LIST_TABLESRetrieve all tables within a specific Excel worksheet to see structured data ranges and their properties. This helps you understand and work with organized data in your spreadsheets programmatically.
List Workbook Permissions
EXCEL_LIST_WORKBOOK_PERMISSIONSView all users and shared links that have access to your Excel workbook, helping you manage who can view or edit your important spreadsheets.
List Worksheets
EXCEL_LIST_WORKSHEETSRetrieve all worksheets available in an Excel workbook to see what sheets exist and access their contents. This helps you understand the structure of your spreadsheet before reading or updating data.
Merge Cells
EXCEL_MERGE_CELLSCombine multiple cells into a single cell in your Excel worksheet to create cleaner layouts for headers, titles, or grouped data sections. This is useful when you want to consolidate information visually or improve the readability of your spreadsheet formatting.
Protect Worksheet
EXCEL_PROTECT_WORKSHEETProtect a worksheet to prevent unauthorized edits while still allowing approved users to view and interact with specific cells. This helps you safely share spreadsheets while maintaining data integrity and controlling what others can modify.
Search Drive Files
EXCEL_SEARCH_FILESFind Excel files stored in your OneDrive by searching for file names or keywords, helping you locate the right workbook before opening or editing it.
Sort Range
EXCEL_SORT_RANGEOrganizes data within a spreadsheet range in ascending or descending order by one or more columns, making it easier to analyze and find information quickly.
Update Chart
EXCEL_UPDATE_CHARTModify an existing chart in your Excel spreadsheet to reflect new data, change the chart type, or update formatting without recreating it from scratch.
Update Chart Legend
EXCEL_UPDATE_CHART_LEGENDModify the appearance and placement of chart legends in your Excel worksheets to improve readability and presentation. Use this when you need to reposition, hide, or reformat legend elements to better suit your data visualization layout.
Update SharePoint Range
EXCEL_UPDATE_SHAREPOINT_RANGEUpdate a range in a SharePoint worksheet using Microsoft Graph Sites API.
Update Table
EXCEL_UPDATE_TABLEUpdate a table in a workbook using Microsoft Graph API.
Update Worksheet
EXCEL_UPDATE_WORKSHEETUpdate worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.
Upload Workbook from URL
EXCEL_UPLOAD_WORKBOOKTool to upload an external Excel file from a URL into OneDrive/SharePoint.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.