Microsoft Excel

Microsoft Excel integration in Lleverage connects your workflows and agents to Excel workbooks stored in your Microsoft 365 account, so they can read and write spreadsheet data, maintain tables, and keep workbooks up to date automatically.

How to Connect

1. Go to Settings > Connections in your project

2. Pick Microsoft Excel from the list of apps

3. Choose which actions the connection should allow and who should have access (shared or personal)

4. Choose "Connect Now" and sign in with Microsoft, or send an authentication link so a colleague can connect on your behalf

💡 If your Microsoft organisation requires administrator approval for new apps, the connect flow gives you an approval link to share with your Microsoft administrator.

What Microsoft Excel Can Do

• Workbooks and worksheets - create workbooks, and create, rename, delete and list worksheets

• Ranges - read and write cell ranges, and find values within a range

• Tables - list and read tables, add, update and delete table rows, and find values within a table

💡 Use case: Append processed results to a shared workbook, look up reference data held in a table, or keep a report worksheet refreshed automatically.

Important Considerations

• The connection works with workbooks the signed-in account can access in Microsoft 365

• Table actions are the most reliable way to add and update rows, because the table keeps the structure consistent

• Ranges use the familiar cell notation (e.g. A1:D10)