The Autohive Microsoft Excel integration connects your Excel workbooks in OneDrive/SharePoint with Autohive’s automation platform, enabling:

  • Workbook discovery - Find and list Excel workbooks across OneDrive and SharePoint with name filtering and pagination
  • Worksheet management - Create, list, and delete worksheet tabs with full lifecycle control
  • Range operations - Read and write cell values using A1 notation with support for formulas and number formatting
  • Table operations - Manage Excel tables with read, write, update, and delete capabilities for structured data
  • Data manipulation - Sort ranges, apply filters, and clear filters for dynamic data organization
  • Formatting control - Apply font, fill, alignment, and number formatting to cell ranges
  • Advanced queries - Get workbook metadata, used ranges, and table data with pagination and column selection

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Integrations

  2. Locate the Microsoft Excel Integration card and click Connect to workspace

    List of integrations in Autohive

  3. Authorize with Microsoft - you’ll be redirected to Microsoft’s authorization page

  4. Review and approve permissions. Autohive requests access to:

    • Read your files
    • Read and write your files
    • Maintain access to data you have given it access to

    Ensure you approve the permissions required in order for the integration to function as expected.

  5. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add Integrations and Agents’ section, click ‘Add integrations and agents’, and select Microsoft Excel. You can choose what individual Excel capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent with the workflow you’d like to achieve with Autohive and Microsoft Excel!

Available capabilities

Workbook Management

  • List Excel Workbooks: Find accessible Excel workbooks in OneDrive/SharePoint with filtering by name and folder path (up to 100 per page)
  • Get Workbook Metadata: Retrieve workbook properties including list of worksheets, named ranges, and tables

Worksheet Operations

  • List Worksheets: Browse all worksheet tabs in a workbook with their properties and visibility settings
  • Create Worksheet: Add new worksheet tabs to workbooks with custom names
  • Delete Worksheet: Remove worksheet tabs from workbooks
  • Get Used Range: Get the range containing data in a worksheet with optional values-only filtering and size limits (up to 100,000 cells)

Range Read and Write

  • Read Range: Read cell values from specified ranges using A1 notation (e.g., ‘A1:D10’) with options for formatted values, unformatted values, or formulas
  • Write Range: Write values to cell ranges using 2D arrays with automatic range expansion

Table Management

  • List Tables: Browse all tables in a workbook or specific worksheet with filtering capabilities
  • Get Table Data: Read table rows including headers with column selection, pagination (top/skip), and row limits (default: 5,000 rows)
  • Add Table Row: Append one or more rows to tables with optional position specification
  • Update Table Row: Modify values in existing table rows by zero-based index
  • Delete Table Row: Remove rows from tables by zero-based index
  • Create Table: Convert cell ranges to Excel tables with header support

Data Organization

  • Sort Range: Sort cell ranges by specified columns with ascending/descending order and header detection
  • Apply Filter: Apply filter criteria to table columns by zero-based index
  • Clear Filter: Remove all filters from tables to restore full data visibility

Formatting

  • Format Range: Apply comprehensive formatting to cell ranges including font properties (bold, italic, size, color), fill colors, text alignment (horizontal/vertical), and number formats

Key features

Comprehensive Range Operations

  • A1 notation support (e.g., ‘A1:D10’, ‘Sheet1!B2:E20’) for intuitive range specification
  • Read values as formatted text, unformatted data, or formulas for flexible data extraction
  • Write 2D arrays of values with automatic range expansion and type support (strings, numbers, booleans, null)
  • Get used ranges with automatic detection of data boundaries and optional size limits

Advanced Table Capabilities

  • Structured table management with header row support and named column access
  • Selective column reading with column name filtering for efficient data retrieval
  • Pagination support with top/skip parameters for large table processing (default limit: 5,000 rows)
  • Row-level operations including add, update, and delete with index-based targeting
  • Table creation from ranges with automatic header detection

Data Manipulation

  • Multi-column sorting with custom sort order (ascending/descending) and header detection
  • Filter application to table columns with criteria-based data visibility control
  • Clear filters to reset table views and restore full data access
  • Support for zero-based indexing for programmatic table operations

Rich Formatting Options

  • Font formatting with bold, italic, underline, size, and color properties
  • Cell fill colors for visual organization and highlighting
  • Text alignment control (horizontal: left/center/right, vertical: top/middle/bottom)
  • Number formatting for dates, currencies, percentages, and custom formats

Workbook Discovery

  • Search across OneDrive and SharePoint locations for accessible workbooks
  • Filter by name substring and folder path for targeted workbook discovery
  • Pagination support (up to 100 workbooks per page) for large file collections
  • Retrieve workbook metadata including worksheets, tables, and named ranges

Safety and Performance

  • Configurable size limits for table data (max_rows) and used ranges (max_cells) to prevent memory issues
  • Error handling for invalid ranges, missing columns, and permission issues
  • Automatic handling of empty cells and missing values with null representation
  • Real-time data access via Microsoft Graph API for always-current workbook content

Common use cases

Data Import and Export

  • Extract data from Excel tables into CRM, database, or analytics systems
  • Export query results or report data to Excel workbooks for stakeholder sharing
  • Sync spreadsheet data with external systems on schedule or trigger-based workflows
  • Convert Excel data to JSON or CSV formats for API integration

Report Generation

  • Populate Excel templates with dynamic data from databases or APIs
  • Create formatted reports with data, calculations, and styling applied programmatically
  • Generate monthly, weekly, or daily Excel reports with scheduled automation
  • Build executive dashboards in Excel with real-time data updates

Data Validation and Processing

  • Read Excel data for validation, transformation, and enrichment workflows
  • Process incoming data from Excel forms and surveys stored in OneDrive
  • Identify and flag data quality issues in shared Excel workbooks
  • Merge and deduplicate data across multiple Excel tables

Collaborative Workflows

  • Monitor shared Excel workbooks for new data entries and trigger follow-up actions
  • Update Excel trackers with status changes from other systems (e.g., CRM, project management)
  • Synchronize Excel inventory lists with e-commerce platforms or warehouse systems
  • Automate approval workflows by reading and updating Excel tracking sheets

Financial and Analytics Automation

  • Extract financial data from Excel for consolidation and analysis
  • Update budget tracking spreadsheets with actual spending from accounting systems
  • Read sales data from Excel reports for pipeline analysis and forecasting
  • Generate formatted financial statements with calculation formulas and styling

Inventory and Asset Management

  • Sync Excel inventory sheets with warehouse management systems in real-time
  • Track asset locations and status by updating Excel tracking workbooks
  • Generate inventory reports from multiple Excel sources for consolidated views
  • Alert on low stock levels by monitoring Excel inventory tables

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Integrations
  2. Find the Microsoft Excel Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Microsoft Excel API access.

Uninstall the app

From Microsoft: Go to your Microsoft Account > Security > Apps & services with account access > Find Autohive and remove access.