Excel

54 tools available

Microsoft Excel is a powerful spreadsheet application for data analysis, calculations, and visualization, enabling users to organize and process data with formulas, charts, and pivot tables

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Connect Excel Visit Excel ↗

Connect Excel to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call Excel's 54 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

Common workflows with Excel

Trigger on event

Listen for a new event
Parse and validate the payload
Take an action with the linked tool

Daily summary

Pull yesterday's activity
Summarise with the model of your choice
Send the digest via email or Slack

Cross-tool sync

Read records from one app
Transform with a persona
Write the result back via this integration

Excel actions 54

Every Excel action below is a callable tool any Definable persona can invoke.

Add Chart

Add a chart to a worksheet using Microsoft Graph API.

Add SharePoint Worksheet

Add a new worksheet to a SharePoint Excel workbook using Microsoft Graph Sites API.

Add Table

Create a new table in a worksheet using the Microsoft Graph API.

Add Table Column

Add a column to a table using Microsoft Graph API.

Add Table Row

Add a row to a table using Microsoft Graph API.

Add Workbook Permission

Tool to grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.

Add Worksheet

Add a new worksheet to an Excel workbook using Microsoft Graph API.

Apply Table Filter

Apply a filter to a table column using Microsoft Graph API.

Apply Table Sort

Apply a sort to a table using Microsoft Graph API.

Clear Range

Tool to clear values, formats, or contents in a specified worksheet range. Use when you need to reset cells before adding new data.

Clear Table Filter

Clear a filter from a table column using Microsoft Graph API.

Close Excel Session

Tool to close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it returns 204 for both active and already-closed sessions. This action validates the session first and returns an error for invalid or already-closed sessions to provide clearer user feedback. The validation uses refreshSession which is the only API endpoint that can detect closed sessions.

Convert Table To Range

Convert a table to a range using Microsoft Graph API.

Create Workbook

Tool to create a new Excel workbook file at a specified drive path. Generates a new .xlsx file with specified worksheets and data, then uploads it to OneDrive.

Delete Table Column

Delete a column from a table using Microsoft Graph API.

Delete Table Row

Delete a row from a table using Microsoft Graph API.

Delete Worksheet

Tool to delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."

Export Workbook to PDF

Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.

Get Chart Axis

Tool to retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.

Get Chart Data Labels

Tool to retrieve the data labels object of a chart. Use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

Get Chart Legend

Tool to retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.

Get Range

Get a range from a worksheet using Microsoft Graph API.

Create Excel Session

Create a session for an Excel workbook using Microsoft Graph API.

Get SharePoint Range

Get a range from a worksheet in SharePoint using Microsoft Graph Sites API.

Get SharePoint Worksheet

Get a worksheet by name or ID from a SharePoint Excel workbook using Microsoft Graph Sites API.

Get table column

Tool to retrieve a specific column from a workbook table. Use when you need to fetch column properties and data by its ID or name.

Get workbook

Tool to retrieve the properties and relationships of a workbook. Use when you need to inspect comments, names, tables, or worksheets.

Get Worksheet

Get a worksheet by name or ID from an Excel workbook using Microsoft Graph API.

Get Worksheet Used Range

Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.

Insert Range

Tool to insert a new cell range into a worksheet, shifting existing cells down or right. Use when you need to create space for new content without overwriting.

List Charts

List charts in a worksheet using Microsoft Graph API.

List Chart Series

Tool to list all data series in a chart. Use when you need to enumerate chart series for further analysis.

List Comments

Tool to list comments in an Excel workbook. Use when you need to retrieve all workbook comments via Microsoft Graph API.

List Drive Item Children

Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.

List Drive Files

List files and folders in a drive root or specified path.

List Named Items

List named items in a workbook using Microsoft Graph API.

List SharePoint Tables

List tables in a SharePoint worksheet using Microsoft Graph Sites API.

List SharePoint Worksheets

List worksheets in an Excel workbook stored in SharePoint using Microsoft Graph Sites API.

List Table Columns

List columns in a table using Microsoft Graph API.

List Table Rows

List rows in a table using Microsoft Graph API.

List Tables

List tables in a worksheet using Microsoft Graph API. This action retrieves information about all tables present in a specified worksheet of an Excel file. It requires the file ID and worksheet name or ID, and can optionally use a session ID for workbook operations.

List Workbook Permissions

Tool to list permissions set on the workbook file. Use when you need to see which users or links have access to a specific Excel file by supplying its drive and item IDs. Example: "List permissions for workbook with drive_id 'b!abc123' and item_id '0123456789abcdef'."

List Worksheets

List worksheets in an Excel workbook using Microsoft Graph API.

Merge Cells

Merge cells in a worksheet range using Microsoft Graph API.

Protect Worksheet

Tool to protect a worksheet using optional protection options. Use when you need to prevent editing certain parts of a sheet before sharing. Example: "Protect 'Sheet1' to lock formatting and sorting."

Search Drive Files

Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.

Sort Range

Sort a range in a worksheet using Microsoft Graph API.

Update Chart

Update a chart in a worksheet using Microsoft Graph API.

Update Chart Legend

Tool to update formatting or position of a chart legend. Use when adjusting legend settings after confirming chart and worksheet exist.

Update Range

Update a range in a worksheet using Microsoft Graph API.

Update SharePoint Range

Update a range in a SharePoint worksheet using Microsoft Graph Sites API.

Update Table

Update a table in a workbook using Microsoft Graph API.

Update Worksheet

Update worksheet properties (name, position) in an Excel workbook using Microsoft Graph API.

Upload Workbook from URL

Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.

Frequently asked questions

What can I automate with Excel on Definable?

Anything Excel exposes through its API. Common spreadsheets workflows on Definable include automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas can call any of the 54 Excel tools directly, then chain the result into another integration without you writing code.

How does Excel authentication work?

Excel uses OAUTH2, S2S_OAUTH2 on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Excel integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 54 Excel tools. You only need a separate Excel subscription if Excel itself charges per seat or per API call.

Is using Excel through Definable secure?

Every call from a persona to Excel is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Excel on Definable?

Sign up for Definable, open the integrations page, find Excel, and connect via OAuth or API key. You can immediately attach Excel to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Excel actions does Definable expose?

Definable exposes all 54 Excel actions as callable tools — including `Add Chart`, `Add SharePoint Worksheet`, `Add Table`, plus 51 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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