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Office 365 Excel

The Office 365 Excel connection allows agents to create Excel files in OneDrive, read existing spreadsheets, and append or replace their content with CSV data.

When to Use It​

Use it for simple reports, exports, spreadsheet summaries, and workflows where an agent needs to create or supplement an Excel file.

Setup​

  1. In Connections, click on Add Integration.
  2. Select Office 365 Excel.
  3. Sign in with a Microsoft account that has access to OneDrive.
  4. Review the permission scope and save the connection.
  5. Assign the connection to an agent or workflow.

What the Tool Can Do​

  • create a new Excel spreadsheet,
  • find a spreadsheet by name,
  • load a spreadsheet by OneDrive item ID,
  • add rows to an existing file,
  • replace the content of an existing file with CSV data.

Security and Confirmation​

Creating, appending, and replacing content modifies files in OneDrive. Enable confirmation for actions that write data, especially for shared reports and production materials.

Example Usage​

Create an Excel report from these orders and save it to my OneDrive. Show me the file name and columns before creating it.

Verify the result in OneDrive or in Run Tools.

Technical Notes​

  • Implementation: The connection exposes Excel workbook operations through Microsoft 365/Graph.
  • Authentication/scopes: uses Microsoft OAuth/Graph file access. The connected account must have permission to read or edit the target workbook.
  • Functions: create spreadsheets, find spreadsheets by name or ID, append rows by ID, update spreadsheet content by ID, and list spreadsheets.
  • Write behavior: create, append, and update actions modify files in Microsoft 365. Confirm workbook identity before editing shared files.