Use flows with Excel for the web

Integrate Power Automate with Excel for the web to automate repetitive tasks, reduce errors, and improve productivity. For example, you can track customer feedback, manage projects, or analyze data. By connecting Excel to apps and services such as SharePoint, Teams, and Planner, Power Automate can make collaboration and data sharing across different platforms seem effortless.

With this feature, you can easily create Power Automate workflows in Excel for the web. To get started, select a Power Automate prebuilt template that closely meets your needs. Then, customize it to fit your Excel workbook.

Here are some of the prebuilt templates that you can use in Excel for the web:

• Monitor incoming emails to an alias in an Excel worksheet
• Track Planner tasks in Excel
• Categorize Excel rows with GPT

Build a flow in Excel for the web

To get started using Power Automate in Excel for the web, follow these steps.

1. Open your Excel workbook in Excel for the web.

2. On the ribbon, on the Automate tab, select Automate Work.

   

3. Browse the prebuilt templates, and select one.

   

4. Follow the prompts to connect to the app or service that you want to integrate with Excel for the web.

5. Select Create flow.

Important

All flows are created in the default environment.

Manage your flow

After you create a flow, you can manage it from Excel for the web. Management includes the ability to delete your flow, turn it off, edit it, and view details about it.

To manage your flow, select the ellipsis (…) for it in the Power Automate pane, and then select an option on the menu.

Limitations

• The Power Automate pane is currently available only in Excel for the web.
• If your flow uses the Excel Online (Business) connector, you might experience issues. Learn about the issues and limitations in Excel Online (Business).
• Only flows created in the default environment are listed and available to be run in Excel.