Use flows with Excel

Integrate Power Automate with Excel for the web and desktop 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. 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:

• 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

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

1. Open your Excel workbook in Excel.

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.

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. 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

Here are some limitations to be aware of when using Power Automate in Excel:

• The Power Automate pane is currently available only in Excel for the web and desktop, but not on Mac.
• 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.