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Excel

Excel connects your flow to the Excel workbooks you keep in Microsoft 365. You can find workbooks in a folder, read or write a range of cells, create and delete sheets, and list, create or delete tables.

It is useful when a shared Excel sheet acts as the log or the data source for a process: an order list, a timesheet or a price table that another flow needs to read or update.

When to use it

  • Every time an order arrives, you want to write its details to a tracking sheet.
  • An AI agent needs to look up a price or stock table stored in Excel.
  • Every month you want to create a new sheet in the reports workbook.
  • You want to find every Excel workbook in a OneDrive folder to process them.

Configuration

You need a Microsoft Excel credential, which connects by signing in with your Microsoft account. When you create it you choose the access level: with Read Only you can only read; to write, create or delete, choose Full Access. See Credentials.

FieldWhat it does
Credential (required)The Microsoft Excel credential used to access your files.
Operation (required)What the component does. See Operations. By default, Get Workbooks.
ModeHow you point to the files: By Selector (you pick folders, workbooks, sheets and tables from a list) or By Manual Entry (you type their identifiers). By default, By Selector.
Select Folder Path (required)The folder in your OneDrive where workbooks are searched for. Only in Get Workbooks with By Selector.
Select Workbook (required)The Excel workbook to work with, picked from your OneDrive. In every operation except Get Workbooks, with By Selector.
Worksheet (required)The sheet in the workbook. The list loads when you pick the workbook. In Get Range, Update Range, Delete Worksheet, Get Tables, Create Table and Get Table Rows, with By Selector.
Table (required)The table in the sheet. In Get Table Rows and Delete Table, with By Selector.
Worksheet NameThe name of the new sheet. Only in Create Worksheet.
Range Address (required)The range of cells, for example A1:C10. In Get Range and Update Range.
Range ValuesThe values written to the range, organised in rows and columns. The number of rows and columns must match the range. If you connect a single text, it is written to one cell. Only in Update Range.
Table Range (required)The range the new table will cover, for example A1:D10. The first row is used as headers. Only in Create Table.
Shallow SearchWhen on, workbooks are searched for only in the given folder; when off, in its subfolders too. Off by default. Only in Get Workbooks.
Documents CountThe maximum number of workbooks returned. By default, 50. Only in Get Workbooks.

With Mode set to By Manual Entry, the lists are replaced by text fields, which appear in the same operations:

FieldWhat it does
Drive IDThe identifier of the OneDrive drive or the SharePoint library. If you leave it empty, your OneDrive is used.
Folder PathThe path of the folder where workbooks are searched for. Empty means the root folder. Only in Get Workbooks.
Workbook ID (required)The workbook’s identifier.
Worksheet ID (required)The sheet’s identifier.
Table ID (required)The table’s identifier.

Operations

OperationWhat it does
Get WorkbooksFinds the Excel workbooks in a folder and returns their name, identifier, link and modification date.
Get WorksheetsReturns the sheets in a workbook, with their name, position and visibility.
Get RangeReads a range of cells: the values, the formulas and the number format.
Update RangeWrites values to a range of cells and saves the changes to the workbook.
Create WorksheetAdds a new sheet to the workbook.
Delete WorksheetDeletes a sheet from the workbook.
Get TablesReturns the tables in a sheet.
Create TableTurns a range of a sheet into an Excel table with headers.
Get Table RowsReturns the rows of a table, with their position and the value of each cell.
Delete TableDeletes a table from the workbook.

Output

The Data output returns one item for each workbook, sheet, table or row found, or a single item with the result of the operation (for example, the range read or the confirmation that it was written). If an operation fails, the output contains an item with the error message instead of stopping the flow.

You can connect the result to an agent so it uses the data in its answer, or to another component that transforms or sends it. The component can also be connected to an Agent as a tool, so the agent decides when to read or write in Excel. See Tool Mode.

Example

A training school keeps its enrolments in the Enrolments 2026.xlsx workbook in OneDrive and wants to add every new student who signs up through a form.

  1. Add Excel with the Update Range operation and the school’s Microsoft Excel credential.
  2. Keep Mode on By Selector, pick the workbook in Select Workbook and the Students sheet in Worksheet.
  3. In Range Address, enter the row to write, for example A25:D25.
  4. Connect the student’s details to Range Values as one row of four cells: name, email, course and date.

Good practices

  • Use Get Range before Update Range if you need to know which row is the first empty one.
  • For an agent to work with different workbooks on each run, use By Manual Entry and give it the identifiers returned by Get Workbooks.
  • Before using Delete Worksheet or Delete Table, check with Get Worksheets or Get Tables that you are picking the right one: it cannot be undone from NappAI.
  • Files: read, upload and manage OneDrive files.
  • Word: work with Word documents.
  • Documents: manage SharePoint documents.