ZBrain Documentation
  • ZBrain Documentation
    • Components of ZBrain
    • Getting started with ZBrain
    • 📚Knowledge base
      • How to create a knowledge base?
      • Knowledge source
      • Information schema
      • File summary
      • Automated reasoning
      • Retrieval testing
      • Knowledge base settings
    • 📱APP
      • How to create a new app?
      • How to set up and customize your app?
      • How to access the app reporting dashboard?
    • 🤖ZBrain AI agents
      • Get started with agents on ZBrain
      • Deploying pre-built agents
      • Creating custom AI agents
        • Agent setup
        • Define input sources
        • Define Flow
          • Key elements of a Flow
          • Flow Components
            • Activepieces Platform
            • AITable
            • Airtable
            • Amazon S3
            • Amazon SNS
            • Amazon SQS
            • Amazon Textract
            • Apify
            • Apollo
            • Approval
            • Asana
            • Azure Communication Services
            • Azure Cosmos DB
            • Azure Document Intelligence
            • Azure OpenAI
            • Azure Translation
            • Bannerbear
            • Baserow
            • Beamer
            • Bedrock Claude
            • Bettermode
            • Binance
            • Bing Search
            • Blackbaud
            • Bonjoro
            • Box
            • Brevo
            • Brilliant Directories
            • Bubble
            • CSV
            • Calendly
            • Certopus
            • Clearout
            • Clockodo
            • Code
            • Confluence
            • Connections
            • Constant Contact
            • Contiguity
            • Contentful
            • Customer.io
            • Crypto
            • Databricks
            • Data Mapper
            • Date Helper
            • DeepL
            • Delay
            • Discord
            • Discourse
            • Drip
            • Dropbox
            • Dust
            • Facebook Pages
            • Figma
            • Files Helper
            • Flowise
            • Flowlu
            • Formbricks
            • Frame
            • Freshdesk
            • Freshsales
            • GCloud Pub/Sub
            • GenerateBanners
            • GhostCMS
            • GitHub
            • GitLab
            • Gmail
            • Google Calendar
            • Google Contacts
            • Google Docs
            • Google Drive
            • Google Forms
            • Google Gemini
            • Google My Business
            • Google Search
            • Google Search Console
            • Google Sheets
            • Google Tasks
            • Groq
            • Hacker News
            • Heartbeat
            • HubSpot
            • HTTP
            • Image Helper
            • Inputs
            • Instagram for Business
            • Intercom
            • Invoice Ninja
            • Jira Cloud
            • Jotform
            • Kimai
            • Kizeo Forms
            • LeadConnector
            • Line Bot
            • Linear
            • LinkedIn
            • LinkedIn Actions
            • LLMRails
            • Lusha
            • MailerLite
            • Mailchimp
            • Mautic
            • Microsoft Dynamics 365 Business Central
            • Microsoft Dynamics CRM
            • Microsoft Excel 365
            • Microsoft OneDrive
            • Microsoft Outlook Calendar
            • Microsoft Teams
            • Mixpanel
            • MongoDB
            • Notion
            • Odoo
            • OpenAI
            • OpenRouter
            • Pastebin
            • PDF
            • Postgres
            • PostHog
            • Pushover
            • Qdrant
            • Queue
            • Razorpay
            • Router
            • Salesforce
            • SendGrid
            • ServiceNow
            • SFTP
            • SharePoint
            • Slack
            • SMTP
            • Snowflake
            • SOAP
            • Spotify
            • Stability AI
            • Stable Diffusion Web UI
            • Storage
            • Stripe
            • SurrealDB
            • SurveyMonkey
            • Taskade
            • Telegram Bot
            • Text Helper
            • Trello
            • Twilio
            • Twitter
            • Utilities
            • WhatsApp Business
            • WordPress
            • XML
            • YouTube
            • ZBrain
            • Zendesk
            • ZeroBounce
            • Zoho Books
            • Zoho CRM
            • Zoho Invoice
            • Zoom
          • How to Define a Flow?
          • How to Test Each Step in the Flow?
        • Configure Additional Settings
        • Test and Deploy Agents
        • How to access, monitor, and manage agent performance and tasks?
    • Settings
    • 📖API Tutorials
      • 📚Knowledge base
        • Automated Reasoning
      • 📱APP
      • 🤖Agents
Powered by GitBook
On this page
  • How to Use Microsoft Excel 365 in ZBrain Flow?
  • How to Append a Row to Excel Worksheets
  • How to Fetch Spreadsheets in a Workbook
  • How to Retrieve Rows from Excel Spreadsheets
  • How to Modify Existing Worksheet Rows
  • How to Remove Data from Excel Spreadsheets
  • How to Remove Spreadsheets from Workbooks
  • How to Retrieve a List of Workbooks
  • How to Remove a Workbook
  • How to Add a Worksheet to a Workbook
  • How to Retrieve Rows from Excel Tables
  • How to Get Table Columns
  • How to Create Tables in Excel
  • How to Remove an Excel Table
  • How to Find Specific Data in Excel Tables
  • How to Append Rows to a Table
  • How to Convert a Table to a Range
  • How to Access Advanced Excel API Features
  1. ZBrain Documentation
  2. ZBrain AI agents
  3. Creating custom AI agents
  4. Define Flow
  5. Flow Components

Microsoft Excel 365

The Microsoft Excel 365 component in ZBrain Flow provides comprehensive integration with Excel Online, allowing you to interact with spreadsheets, workbooks, and tables directly from your workflows. This powerful connector enables you to read, write, manage, and manipulate Excel data without manual intervention. With Excel 365 integration, you can build automations that create reports, update spreadsheets, analyze data, manage workbooks, interact with tables, and synchronize information between Excel and other systems. This piece is essential for businesses that rely on Excel for data management and reporting, allowing them to automate repetitive spreadsheet tasks and maintain consistent data across their digital ecosystem.

How to Use Microsoft Excel 365 in ZBrain Flow?

Step 1: Select Microsoft Excel 365 as Your Connection

  • Click on the '+' button in the Flow and search for Microsoft Excel 365.

  • Select Microsoft Excel 365.

  • Decide on the action you need, then select it. ZBrain Flow provides numerous options:

    • Workbook Management: Get Workbooks, Delete Workbook

    • Worksheet Operations: Get Worksheets, Add a Worksheet, Delete a Worksheet, Clear a Worksheet

    • Data Management: Append Row to Worksheet, Get Worksheet Rows, Update Worksheet Rows

    • Table Functions: Create Table, Delete Table, Get Table Rows, Get Table Columns, Lookup Table Column, Append Rows to a Table, Convert to Range

    • Custom API Call: Send a custom API call to a specific endpoint

How to Append a Row to Excel Worksheets

Step 1: Connect to Microsoft Excel 365

  • From the 'Connection' dropdown, click on 'Create connection'.

  • If creating a new connection, provide:

    • A descriptive 'Connection Name'

    • Click 'Connect' to authenticate with your Microsoft account

  • Click 'Save' to create the connection.

Step 2: Select Destination

  • From the 'Workbook' dropdown, select the Excel file where you want to add data.

  • From the 'Worksheet' dropdown, choose the specific sheet within the workbook.

Step 3: Configure Data Handling

  • Toggle 'Does the first row contain headers?' on if your worksheet has column headers. This ensures that data is appended correctly.

How to Fetch Spreadsheets in a Workbook

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Workbook

  • From the 'Workbook' dropdown, select the Excel file whose worksheets you want to list.

Step 3: Configure Results

  • Toggle 'Return All' on if you want to retrieve all worksheets in the workbook.

  • If 'Return All' is off, set the 'Limit' value to specify the maximum number of worksheets to return (default is 10).

How to Retrieve Rows from Excel Spreadsheets

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Source

  • From the 'Workbook' dropdown, select the Excel file containing the data you want to retrieve.

  • From the 'Worksheet' dropdown, choose the specific sheet containing your data.

Step 3: Configure Row Data and Structure

  • In the 'Range' field, specify the cell range to retrieve (e.g., "A2"). Leave blank to retrieve all data in the worksheet.

  • In the 'Header Row' field, enter the row number that contains your column headers.

  • In the 'First Data Row' field, specify which row contains the first row of actual data.

How to Modify Existing Worksheet Rows

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Target

  • From the 'Workbook' dropdown, select the Excel file containing the row you want to update.

  • From the 'Worksheet' dropdown, choose the specific sheet containing your target row.

Step 3: Specify Row Location

  • In the 'Row number' field, enter the numerical row you want to modify. For example, enter "5" to update the fifth row in the worksheet.

Step 4: Configure Header Settings

  • Toggle 'Does the first row contain headers?' on if your worksheet has column headers. This determines how the system interprets your data and displays fields for updating.

How to Remove Data from Excel Spreadsheets

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Target

  • From the 'Workbook' dropdown, select the Excel file containing the worksheet you want to clear.

  • From the 'Worksheet' dropdown, choose the specific sheet you want to clear data from.

Step 3: Define Clearing Range

  • In the 'Range' field, optionally specify the cell range to clear (e.g., "A2"). Leave blank to clear all data in the entire worksheet.

How to Remove Spreadsheets from Workbooks

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Target

  • From the 'Workbook' dropdown, select the Excel file containing the worksheet you want to delete.

  • From the 'Worksheet' dropdown, choose the specific sheet you want to remove from the workbook.

How to Retrieve a List of Workbooks

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Configure Results Limit

  • In the 'Limit' field, optionally enter a number to restrict how many workbooks to retrieve. Leave this field empty to return all workbooks available.

How to Remove a Workbook

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Target Workbook

  • From the 'Workbook' dropdown, select the Excel file you want to delete permanently.

How to Add a Worksheet to a Workbook

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Target Workbook

  • From the 'Workbook' dropdown, select the Excel file where you want to add a new worksheet.

Step 3: Name Your Worksheet

  • In the 'Worksheet Name' field, enter a name for your new worksheet.

How to Retrieve Rows from Excel Tables

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Source

  • From the 'Workbook' dropdown, select the Excel file containing your table.

  • From the 'Worksheet' dropdown, choose the specific sheet containing the table.

  • From the 'Table' dropdown, select the formatted table you want to retrieve data from.

Step 3: Set Results Limit

  • In the 'Limit' field, optionally enter a number to restrict how many rows to retrieve. Leave this field empty to return all rows in the table.

How to Get Table Columns

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Source

  • Follow the same steps as in "How to Retrieve Rows from Excel Tables" to select the workbook, worksheet, and table.

Step 3: Set Results Limit

  • In the 'Limit' field, optionally enter a number to restrict how many columns to retrieve. Leave this field empty to return all columns in the table.

How to Create Tables in Excel

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Location

  • From the 'Workbook' dropdown, select the Excel file where you want to create a table.

  • From the 'Worksheet' dropdown, choose the specific sheet containing your data.

Step 3: Define Table Area

  • From the 'Select Range' dropdown, choose how you want to specify the table range (manually or automatically).

  • In the 'Range' field, enter the cell range in A1 notation (e.g., "A1, B2") that you want to convert to a table.

Step 4: Specify Header Settings

  • Toggle 'Has Headers' on if the first row of your selected range contains column headers.

  • Toggle off if your data doesn't include headers.

How to Remove an Excel Table

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Target

  • From the 'Workbook' dropdown, select the Excel file containing the table you want to delete.

  • From the 'Worksheet' dropdown, choose the specific sheet containing the table.

  • From the 'Table' dropdown, select the formatted table you want to remove.

How to Find Specific Data in Excel Tables

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Source

  • From the 'Workbook' dropdown, select the Excel file containing your table.

  • From the 'Worksheet' dropdown, choose the specific sheet containing the table.

  • From the 'Table' dropdown, select the formatted table you want to search.

Step 3: Define Search Criteria

  • In the 'Lookup Column' field, enter the name of the column you want to search within.

  • In the 'Lookup Value' field, enter the value you're looking for in that column.

  • Toggle 'Return All Matches' on if you want to retrieve all rows that match your criteria.

  • Toggle off to return only the first matching row.

How to Append Rows to a Table

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Destination

  • From the 'Workbook' dropdown, select the Excel file containing your target table.

  • From the 'Worksheet' dropdown, choose the specific sheet containing the table.

  • From the 'Table' dropdown, select the formatted table where you want to add rows.

How to Convert a Table to a Range

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Select Target

  • From the 'Workbook' dropdown, select the Excel file containing the table you want to convert.

  • From the 'Worksheet' dropdown, choose the specific sheet containing the table.

  • From the 'Table' dropdown, select the formatted table you want to transform into a regular range.

How to Access Advanced Excel API Features

Step 1: Connect to Microsoft Excel 365

  • For connecting to your Microsoft Excel account, follow the first step in the "How to Append a Row to Excel Worksheets" section above.

Step 2: Specify API Endpoint

  • In the 'URL' field, enter the Microsoft Graph API base URL with the specific endpoint you want to access. The default is "https://graph.microsoft.com/v1.0/me/drive" which should be extended with endpoints related to Excel files, such as "/items/{id}/workbook/worksheets" or "/items/{id}/workbook/tables".

Step 3: Select Request Method

  • From the 'Method' dropdown, choose the appropriate HTTP method (GET, POST, PUT, PATCH, DELETE, etc.).

Step 4: Configure Headers (Optional)

  • Click 'Add Item' in the 'Headers' section to add any custom headers. Note that authorization headers are automatically injected from your connection.

Step 5: Add Query Parameters (Optional)

  • Click 'Add Item' in the 'Query Parameters' section to add URL parameters.

Step 6: Provide Request Body (Optional)

  • For POST, PUT, or PATCH requests, enter the JSON data to send in the 'Body' field.

Step 7: Set Error Handling (Optional)

  • Enable 'No Error on Failure' if you want the flow to continue even if the API request fails.

  • Set a 'Timeout' value in seconds to limit the request duration.

PreviousMicrosoft Dynamics CRMNextMicrosoft OneDrive

Last updated 1 month ago

🤖