Microsoft Excel Toolkit

The Microsoft Excel Toolkit is a workflow node. Its tools include List Workbooks, Create Workbook, Open Workbook, and Save Workbook, plus 16 more listed below. Connect a Microsoft Excel account before you use any of these tools. Type @ in a field when the value should come from an earlier step.

Authentication

Every Microsoft Excel tool needs a connected account before it can run. On the node, open Microsoft Excel Account.

1. Choose Use my Microsoft Excel account or Use team account.
2. If no personal account is connected, click Connect Microsoft Excel Account and finish sign-in.
3. For a team account, choose Use team account and pick one from Team account. The list shows accounts already connected for the project.

Tools

List Workbooks

Lists workbooks.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
Search Query	No	Optional search query to filter workbooks. Default is null. Type @ to select a variable.

Create Workbook

Creates workbook.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
Workbook Name	Yes	Name for the new Excel workbook. Type @ to select a variable.
Folder Path	No	Optional folder path to create the workbook in (e.g., 'Documents/Reports'). Default is null. Type @ to select a variable.

Open Workbook

Runs the open workbook tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook to open. Type @ to select a variable.

Save Workbook

Runs the save workbook tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook to save. Type @ to select a variable.

Get Worksheets

Retrieves worksheets.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.

Create Worksheet

Creates worksheet.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name for the new worksheet. Type @ to select a variable.

Add Worksheet With Data

Adds worksheet with data.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name for the new worksheet. Type @ to select a variable.
Headers	No	Optional column headers for the first row. Default is null.
Initial Data	No	Optional initial data rows (2D array). Default is null.

Copy Worksheet

Runs the copy worksheet tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Source Worksheet Name	Yes	Name of the worksheet to copy. Type @ to select a variable.
New Worksheet Name	Yes	Name for the new copied worksheet. Type @ to select a variable.

Delete Worksheet

Deletes worksheet.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet to delete. Type @ to select a variable.

Rename Worksheet

Runs the rename worksheet tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Current Name	Yes	Current name of the worksheet. Type @ to select a variable.
New Name	Yes	New name for the worksheet. Type @ to select a variable.

Read Cell Range

Reads cell range.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Range Address	Yes	Cell range address (e.g., 'A1:C10'). Type @ to select a variable.

Write Cell Range

Runs the write cell range tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Range Address	Yes	Cell range address (e.g., 'A1:C10'). Type @ to select a variable.
Values	Yes	2D array of values to write to the range. Type @ to select a variable.

Format Cells

Runs the format cells tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Range Address	Yes	Cell range to format (e.g., 'A1:C10'). Type @ to select a variable.
Font Bold	No	Make text bold. Default is null.
Font Italic	No	Make text italic. Default is null.
Font Color	No	Font color (hex code, e.g., '#FF0000'). Default is null. Type @ to select a variable.
Background Color	No	Background color (hex code). Default is null. Type @ to select a variable.
Number Format	No	Number format (e.g., '0.00', '$#,##0.00'). Default is null. Type @ to select a variable.

Insert Formula

Runs the insert formula tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Cell Address	Yes	Cell address for the formula (e.g., 'A1'). Type @ to select a variable.
Formula	Yes	Excel formula to insert (e.g., '=SUM(A1:A10)'). Type @ to select a variable.

Create Table

Creates table.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Range Address	Yes	Cell range for the table (e.g., 'A1:C10'). Type @ to select a variable.
Table Name	Yes	Name for the new table. Type @ to select a variable.
Has Headers	No	Whether the range includes headers. Default is true.

Create Chart

Creates chart.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Chart Type	Yes	Type of chart (e.g., 'ColumnClustered', 'Line', 'Pie'). Type @ to select a variable.
Data Range	Yes	Data range for the chart (e.g., 'A1:C10'). Type @ to select a variable.
Series By	No	How to organize data series ('auto', 'rows', 'columns'). Default is auto. Type @ to select a variable.

Create Pivot Table

Creates pivot table.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Source Worksheet	Yes	Source worksheet name. Type @ to select a variable.
Source Range	Yes	Source data range (e.g., 'A1:D100'). Type @ to select a variable.
Destination Worksheet	Yes	Destination worksheet name. Type @ to select a variable.
Destination Cell	Yes	Destination cell for pivot table (e.g., 'A1'). Type @ to select a variable.
Pivot Table Name	Yes	Name for the pivot table. Type @ to select a variable.

Apply Filter

Runs the apply filter tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Range Address	Yes	Range to apply filter to (e.g., 'A1:D100'). Type @ to select a variable.
Column Index	Yes	Column index to filter (0-based).
Filter Criteria	Yes	Filter criteria (e.g., 'contains:text', 'equals:value'). Type @ to select a variable.

Sort Range

Runs the sort range tool.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Range Address	Yes	Range to sort (e.g., 'A1:D100'). Type @ to select a variable.
Sort Column	Yes	Column index to sort by (0-based).
Ascending	No	Sort in ascending order. Default is true.
Has Headers	No	Whether the range has headers. Default is true.

Find And Replace

Finds and replace.

Field	Required	Description
Microsoft Excel Account	Yes	Select your personal or team Microsoft Excel account.
File ID	Yes	The ID of the Excel workbook. Type @ to select a variable.
Worksheet Name	Yes	Name of the worksheet. Type @ to select a variable.
Find Text	Yes	Text to find. Type @ to select a variable.
Replace Text	Yes	Text to replace with. Type @ to select a variable.
Match Case	No	Match case when searching. Default is false.
Match Entire Cell	No	Match entire cell contents. Default is false.
Range Address	No	Optional range to search within. Default is null. Type @ to select a variable.

Related

Agents can use this integration from chat. See Microsoft Excel.

See all integrations on the toolkits overview.