Microsoft Excel
Your Excel trackers, filled in from your email
Many teams run on an Excel workbook. Workflows add rows to its tables, update the row that matches a key, and append timestamped notes to a cell — on SharePoint or OneDrive.
- Connection
- OAuth sign-in
- Actions
- 1
What you can automate with Microsoft Excel
Actions
What a workflow can do next.
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Excel
Reads and fills in an Excel workbook stored on SharePoint or on your OneDrive.
- Worksheet
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- List worksheets
- Table
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- List tables
- Read rows
- Add a row
- Update a row
- Delete a row
- Range
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- Read a range
- Write a range
- Cell
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- Read a cell
- Write a cell
- Append to a cell
Workflows you can build
Each one starts from a real situation and uses only nodes that exist today. Test it on past emails before you publish it.
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Log invoices without duplicates
Each invoice adds a row to the tracker table; with a key column, a retried step adds nothing twice.
- Email received
- Extract
- Excel — add a row
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Update a status when the client answers
The row carrying the file number is found and its status column updated.
- Email received
- Extract
- Excel — update a row
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Keep a history in a cell
A one-line summary of each exchange is appended to the client’s notes cell, after what is already there.
- Email received
- Summarize
- Excel — append to a cell
How to connect Microsoft Excel
Excel uses your Microsoft connection: the Files access for a workbook on OneDrive, the SharePoint access for a workbook on a site.
Before you start
- A Microsoft 365 work or school account. Personal accounts (Outlook.com, Hotmail, Live) cannot be connected.
- The Files access (workbooks on OneDrive) or the SharePoint access (workbooks on a site) on your Microsoft connection.
- An administrator of your Loop & Roll instance registers your organisation’s application in Microsoft Entra ID once.
- Each member opens Connections, clicks Add a connection, then Connect on the Microsoft card, and accepts the consent screen.
- On the account’s row in Connections, add the Files or SharePoint access, depending on where the workbook lives: a separate consent, for that access only.
- Pick the account in the node: the workflow acts with that member’s own rights.
Automate Microsoft Excel with Loop & Roll
We build the workflow around your processes, test it on your past emails and put it into service with your teams.
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