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.
| Field | What 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. |
| Mode | How 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 Name | The 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 Values | The 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 Search | When on, workbooks are searched for only in the given folder; when off, in its subfolders too. Off by default. Only in Get Workbooks. |
| Documents Count | The 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:
| Field | What it does |
|---|---|
| Drive ID | The identifier of the OneDrive drive or the SharePoint library. If you leave it empty, your OneDrive is used. |
| Folder Path | The 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
| Operation | What it does |
|---|---|
Get Workbooks | Finds the Excel workbooks in a folder and returns their name, identifier, link and modification date. |
Get Worksheets | Returns the sheets in a workbook, with their name, position and visibility. |
Get Range | Reads a range of cells: the values, the formulas and the number format. |
Update Range | Writes values to a range of cells and saves the changes to the workbook. |
Create Worksheet | Adds a new sheet to the workbook. |
Delete Worksheet | Deletes a sheet from the workbook. |
Get Tables | Returns the tables in a sheet. |
Create Table | Turns a range of a sheet into an Excel table with headers. |
Get Table Rows | Returns the rows of a table, with their position and the value of each cell. |
Delete Table | Deletes 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.
- Add Excel with the
Update Rangeoperation and the school’s Microsoft Excel credential. - Keep Mode on
By Selector, pick the workbook in Select Workbook and theStudentssheet in Worksheet. - In Range Address, enter the row to write, for example
A25:D25. - Connect the student’s details to Range Values as one row of four cells: name, email, course and date.
Good practices
- Use
Get RangebeforeUpdate Rangeif 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 Entryand give it the identifiers returned byGet Workbooks. - Before using
Delete WorksheetorDelete Table, check withGet WorksheetsorGet Tablesthat you are picking the right one: it cannot be undone from NappAI.