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Microsoft Excel

Spreadsheet parsing and cell automation.

What it does

Reads and writes Excel workbooks held in Microsoft 365. The Office equivalent of Sheets, and the right choice when the client's files already live in OneDrive or SharePoint.

What you need

An account with Microsoft Excel that you are entitled to authorise, and a moment in a browser. You do not need an API key: connecting sends you to Microsoft Excel's own sign-in and consent screen, and what comes back is an authorisation rather than a password. RAiN never sees your password, and the authorisation is held by our integration provider on our instructions — see the Integrations & Connected Accounts notice for what that means.

Connecting it

Connections belong to one project. A system built for one client never acts on another client's account, and a package handed to a business runs on theirs — so the same integration is connected again, separately, for each project that needs it.

  1. Open the project and stay on the Visual Editor tab.
  2. Open the Tools & Integrations rail on the right.
  3. Find Microsoft Excel and press Connect.
  4. Authorise in the window that opens, then come back. The rail will show it as connected.

The consent link is good for about twenty minutes. If you leave it and come back tomorrow, press Connect again rather than reusing the old tab.

To stop it, press Disconnect. That ends this project's access immediately. You can also revoke it from Microsoft Excel's own security settings, which works even if you never open RAiN again.

What an agent can do with it

6 actions are available once connected. They appear in the tool list for this project only — a project that has not connected Microsoft Excel is never offered them.

Action What it does
microsoft_excel_add_table Add Table
microsoft_excel_add_workbook_permission Add Workbook Permission
microsoft_excel_get_session Create Excel Session
microsoft_excel_insert_range Insert Range
microsoft_excel_list_table_columns List Table Columns
microsoft_excel_search_files Search Drive Files

Tick the ones an agent may use, or choose one in an Action step to run it exactly as written with no model involved.

A worked example

A manufacturer's production log is an Excel file on SharePoint. An agent appends each shift's totals and flags any shift that fell more than 10% below target.

When it goes wrong

Only six actions exist, so check the list below. For anything more elaborate the file is often easier to handle through OneDrive.

See also