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Microsoft 365 Excel
Perplexity AI

Connect Microsoft 365 Excel and Perplexity AI integrations

Explore ready-made Microsoft 365 Excel and Perplexity AI templates and start automating in minutes.

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Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft 365 Excel
Trigger: Watch Table Rows
Perplexity AI
Action: Select an action
1. Select a trigger

  • Triggers when a new row is added to a table.

  • Triggers when a workbook is created.

  • Triggers when a new row is added to a worksheet.

2. Select an action

  • Creates a chat completions with the chosen model.

  • Generate a response for the provided input with optional web search and reasoning.

  • Generate contextualized embeddings for document chunks. Chunks from the same document share context awareness, improving retrieval quality for document-based applications.

  • Generate vector representations (embeddings) for the text you provide.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Add a Table
Adds a new table.
Action
Add a Table Column
Adds a new table column.
Action
Add a Table Row
Adds a new table row.
Action
Add a Worksheet
Adds a new worksheet to a workbook.
Action
Add a Worksheet Row
Adds a new worksheet row.
Action
Create a chat completion
Creates a chat completions with the chosen model.
Action
Create an agent response
Generate a response for the provided input with optional web search and reasoning.
Action
Delete a Table
Deletes a table.
Action
Delete a Worksheet Row
Deletes a worksheet row.
Action
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How to set up Microsoft 365 Excel and Perplexity AI in 5 easy steps

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Step 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.

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Step 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.

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Step 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.

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Step 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.

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Step 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.

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.

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Automated research-driven spreadsheet population

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

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Intelligent data enrichment for Excel records

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

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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.

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Report generation with AI insights

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

Support

FAQs

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By connecting Microsoft 365 Excel with Perplexity AI through Make, you can automatically send questions or data points from your spreadsheets to Perplexity AI and receive AI-powered research responses directly back into your Excel sheets. This integration eliminates manual copying and pasting, allowing you to enrich your data with intelligent insights, validate information, or generate summaries at scale. For example, you could automatically research company information, fact-check data entries, or generate market insights for rows of data in your spreadsheet, saving hours of manual research time.

There are numerous powerful use cases for this integration: You can automatically enrich customer or lead data by researching company information; validate and fact-check data entries in your spreadsheets; generate market research summaries for lists of products or competitors; create automated content briefs by researching topics listed in Excel; build competitive analysis reports by querying information about multiple companies; or even automate due diligence processes by researching entities in bulk. Make's visual workflow builder lets you set up these automations without coding, triggering Perplexity AI queries based on new Excel rows, updated cells, or scheduled intervals.

No programming knowledge is required. Make provides a user-friendly, visual interface where you can create integrations using a drag-and-drop approach. You simply select Microsoft 365 Excel as your trigger (for example, when a new row is added), then add Perplexity AI as an action to process that data, and finally send the results back to Excel. Make handles all the technical connections between the applications, and you can map data fields visually. The platform offers pre-built modules for both applications, templates to get started quickly, and extensive documentation to guide you through the setup process, making automation accessible to everyone.

The efficiency gains are substantial. Manual research typically requires opening multiple browser tabs, copying data between applications, and spending significant time on repetitive tasks. With Make's integration, you can automate these processes to run in the background or on a schedule, processing dozens or hundreds of queries simultaneously. What might take hours or days manually can be completed in minutes. Additionally, Make ensures consistency in how data is collected and formatted, reduces human error, and frees your team to focus on analysis and decision-making rather than data gathering. The integration also creates an auditable workflow where you can track, modify, and scale your research processes as your needs grow.