Connect Copilot and Microsoft 365 Excel integrations

Connect Copilot and Microsoft 365 Excel with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Copilot and Microsoft 365 Excel to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Copilot

Triggers when a client is activated in Copilot.

Copilot

Triggers when a form response is completed.

Copilot

Triggers when a client is created in Copilot.

Copilot

Triggers when a company is created.

Copilot

Triggers when a file is created.

Copilot

Triggers when a folder is created in the Files app.

Copilot

Triggers when an internal user is created.

Copilot

Triggers when a link is created in the Files app.

Copilot

Triggers when a message channel is created.

Copilot

Triggers when a client is deleted.

Copilot

Triggers when a company is deleted.

Copilot

Triggers when a file is deleted.

Copilot

Triggers when a folder is deleted.

Copilot

Triggers when an internal user is deleted.

Copilot

Triggers when a link is deleted from a file channel.

Copilot

Triggers when a message channel is deleted.

Copilot

Triggers when an invoice is paid.

Copilot

Triggers when an internal user requests a contract signature from a client.

Copilot

Triggers when a message is sent.

Copilot

Triggers when a contract is signed.

Copilot

Triggers when a client custom field is updated.

Copilot

Triggers when a client is updated.

Copilot

Triggers when a company is updated.

Copilot

Triggers when a file has been renamed or moved within a file channel.

Copilot

Triggers when a folder is renamed or moved.

Copilot

Triggers when a link has been renamed or moved within a file channel.

Copilot
Microsoft 365 Excel
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Action
Select an action...
Microsoft 365 Excel

Adds a new table.

Microsoft 365 Excel

Adds a new table column.

Microsoft 365 Excel

Adds a new table row.

Microsoft 365 Excel

Adds a new worksheet to a workbook.

Microsoft 365 Excel

Adds a new worksheet row.

Microsoft 365 Excel

Deletes a table.

Microsoft 365 Excel

Deletes a worksheet row.

Microsoft 365 Excel

Downloads the content of a specified Excel workbook.

Microsoft 365 Excel

Gets the metadata of a specified table.

Microsoft 365 Excel

Performs an arbitrary authorized API call.

Microsoft 365 Excel

Updates an existing table.

Microsoft 365 Excel

Updates an existing table column.

Microsoft 365 Excel

Updates an existing worksheet row.

Microsoft 365 Excel

Retrieves a list of all table rows in a workbook.

Microsoft 365 Excel

Retrieves a list of all table objects.

Microsoft 365 Excel

Retrieves a list of worksheet rows.

Microsoft 365 Excel

Retrieves a list of worksheet objects.

Microsoft 365 Excel

Retrieves data for a given range.

Microsoft 365 Excel

Searches for Excel workbooks.

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Build your Copilot and Microsoft 365 Excel integrations.

Create custom Copilot and Microsoft 365 Excel workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Microsoft 365 Excel
Add a Table

Adds a new table.

Action
Microsoft 365 Excel
Add a Table Column

Adds a new table column.

Action
Microsoft 365 Excel
Add a Table Row

Adds a new table row.

Action
Microsoft 365 Excel
Add a Worksheet

Adds a new worksheet to a workbook.

Action
Microsoft 365 Excel
Add a Worksheet Row

Adds a new worksheet row.

Action
Copilot
Create App Connection

Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.

Action
Copilot
Create a Client

Creates a client in Copilot.

Action
Copilot
Create a Company

Creates a new company.

Action
Copilot
Create a File

Creates a file in a specified file channel.

Action

Popular Copilot and Microsoft 365 Excel workflows.

Looking to get more out of Copilot and Microsoft 365 Excel? With Make you can visually integrate Copilot and Microsoft 365 Excel into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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