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Microsoft Excel 365 integration

Spreadsheet software by Microsoft. Use Microsoft Excel 365 from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Row
  2. ZoftAgent or workflow decides what happens next
  3. Then in Microsoft Excel 365Create Table
  4. AndCreate Workbook
Illustrative flow built from Microsoft Excel 365’s real triggers and actions.

Zoft + Microsoft Excel 365

What Zoft can do with Microsoft Excel 365.

  • 01Voice agentsA phone agent can use Microsoft Excel 365 actions such as Create Table and Create Workbook during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft Excel 365 while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Row” happens in Microsoft Excel 365, or use Microsoft Excel 365 as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Microsoft Excel 365 actions on its own, and ask for your approval before it sends or changes anything important.

Actions 32

Things Zoft can do in Microsoft Excel 365.

  • Find RowLocate a row by specifying a lookup column and value (e.g. find a row where “ID” = 123).
  • Clear Row by IDClear contents/formatting of an entire row by its ID.
  • Get Cells in RangeRetrieve the values in a given cell range (e.g., “A1:C10”).
  • Append Row to WorksheetAppend row of values to a worksheet
  • Delete RowDelete an entire row from a worksheet by its row number.
  • Get Row by IDRetrieve the entire content of a row by its row ID.
  • Update Worksheet RowsUpdate a row in a worksheet
  • Clear Cells by RangeClear a block of cells (range) content or formatting.
  • Clear Column by IndexClear contents/formatting of a column by its index.
  • Create TableCreate a table in a worksheet
Show all 32
  • Delete TableDelete a table from a worksheet
  • Add a Worksheet to a WorkbookAdd a worksheet to a workbook
  • Find WorkbookFinds an existing workbook by name.
  • Get WorkbooksRetrieve a list of workbooks
  • Get Worksheet by IDRetrieve metadata of a worksheet by its ID.
  • Create WorkbookCreate a new workbook at the specified location
  • Find WorksheetFinds an existing worksheet by name.
  • Get Table RowsList rows of a table in a worksheet
  • Get WorksheetsRetrieve worksheets from a workbook
  • Clear WorksheetClear a worksheet
  • Custom API CallMake a custom API call to a specific endpoint
  • Delete WorkbookDelete a workbook
  • Convert to RangeConverts a table to a range
  • Create WorksheetAdd a new worksheet (tab) to an existing workbook with optional default headers.
  • Delete WorksheetDelete a worksheet in a workbook
  • Rename WorksheetChange the name of an existing worksheet.
  • Append Rows to a TableAppend rows to a table
  • Get Table ColumnsList columns of a table in a worksheet
  • Get Worksheet RowsRetrieve rows from a worksheet
  • Lookup Table ColumnLookup a value in a table column in a worksheet
  • Append Multiple RowsAppends multiple row of values to a worksheet.
  • Get Worksheet ColumnsList columns of a worksheet.

Triggers 4

Events in Microsoft Excel 365 that can start a workflow.

  • New RowTrigger when a new row is added, and it can include existing rows as well.
  • Updated RowFires when a row (in a worksheet) is added or updated.
  • New WorksheetFires when a new worksheet is created in a workbook.
  • New Row in TableFires when a new row is added to a table within a worksheet.

Setup

Connect Microsoft Excel 365 in three steps.

  1. 01ConnectChoose Microsoft Excel 365 in Connections and approve access in the Microsoft Excel 365 sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Microsoft Excel 365 as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Microsoft Excel 365 on Zoft, answered.

What can Zoft do with Microsoft Excel 365?

Zoft supports 32 actions and 4 triggers for Microsoft Excel 365. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Microsoft Excel 365 to Zoft?

Choose Microsoft Excel 365 in Connections and approve access in the Microsoft Excel 365 sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft Excel 365?

Yes. Once Microsoft Excel 365 is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Microsoft Excel 365 without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Microsoft Excel 365 to work in your operation.

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