Connect Microsoft 365 Excel and Perplexity AI integrations

Transform your Microsoft 365 Excel spreadsheets into intelligent, self-updating research hubs by automatically sending queries to Perplexity AI whenever new data appears. Watch as AI-powered insights flow back into your tables, connecting your everyday spreadsheet work with cutting-edge artificial intelligence that thinks, researches, and responds for you.

Trigger
Select a trigger...
Microsoft 365 Excel

Triggers when a new row is added to a table.

Microsoft 365 Excel

Triggers when a workbook is created.

Microsoft 365 Excel

Triggers when a new row is added to a worksheet.

Microsoft 365 Excel
Perplexity AI
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Action
Select an action...
Perplexity AI

Creates a chat completions with the chosen model.

Perplexity AI

Performs an arbitrary authorized API call.

Perplexity AI

Returns the ranked search results from Perplexity's continously refreshed index.

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Build your Microsoft 365 Excel and Perplexity AI integrations.

Perplexity AI functions as a trigger that monitors your spreadsheets for changes or new data entries, automatically initiating workflows when specified conditions are met. When triggered, the integration sends queries from your Excel spreadsheets to Microsoft 365 Excel, which functions as an action by processing these queries and generating intelligent responses. Microsoft 365 Excel retrieves AI-powered research results and returns them to populate your Excel data tables with insights, completing the automated workflow between your spreadsheet management system and advanced AI capabilities.

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
Perplexity AI
Create a chat completion

Creates a chat completions with the chosen model.

Action
Microsoft 365 Excel
Delete a Table

Deletes a table.

Action
Microsoft 365 Excel
Delete a Worksheet Row

Deletes a worksheet row.

Action
Microsoft 365 Excel
Download a Workbook

Downloads the content of a specified Excel workbook.

Action

Popular Microsoft 365 Excel and Perplexity AI workflows.

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

How to setup Microsoft 365 Excel and Perplexity AI in 5 easy steps

  • 1

    Add your app module to Make

    Log into your Make account and open your scenario workspace. Find the Microsoft 365 Excel or Perplexity AI module you want to use and add it to your scenario. You'll see a Connection field appear in the module where you can link your app to Make.

  • 2

    Start creating your connection

    Look for the 'Add' or 'Create a connection' button next to the Connection field in your module. Click this button to open a form where you'll enter the information needed to connect Make with your chosen application. You can optionally give your connection a memorable name to help identify it later.

  • 3

    Get your Perplexity AI access key

    If you're connecting Perplexity AI, you'll need an API key from your Perplexity account. Go to Settings in your Perplexity AI account, click on API in the sidebar, and create a new API group. Navigate to the API Keys tab and click 'Create Key' to generate your unique access key.

  • 4

    Enter your credentials in Make

    Copy your API key from Perplexity AI and paste it into the API Key field in Make's connection form. Make sure there are no extra spaces before or after the key. If you're connecting Microsoft 365 Excel, you'll be prompted to log into your Microsoft account to grant Make permission to access your files.

  • 5

    Save and confirm your connection

    Click the Save button to establish your connection. Make will verify that your credentials are correct and confirm when the connection is successful. Your new connection will now appear in the dropdown menu, and you're ready to start building your automation using the connected app.

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    Automate Excel with AI-powered research and data enrichment

    Connect Microsoft 365 Excel and Perplexity AI to automate research, enrich data, and generate intelligent reports. Eliminate manual entry while keeping spreadsheets updated with AI-powered insights.

    Automated research-driven spreadsheet population

    Automatically populate Excel spreadsheets with AI-researched data from Perplexity, eliminating manual data entry and research time.

    Intelligent data enrichment for Excel records

    Enrich existing Excel data rows with contextual information and insights retrieved through Perplexity's AI-powered knowledge discovery.

    Real-time knowledge base updates

    Trigger Perplexity AI queries based on new Excel entries to keep your spreadsheets updated with the latest relevant information automatically.

    Report generation with AI insights

    Generate comprehensive Excel reports by combining your structured data with AI-generated summaries and research from Perplexity.

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