Use Cases
- Automate data retrieval from Excel for reporting purposes
- Streamline data processing by extracting specific records from worksheets
- Integrate Excel data with other applications for enhanced workflow efficiency
How It Works
User triggers the workflow manually via the Execute Workflow node The workflow connects to Microsoft Excel 365 to access specified worksheets Data is extracted based on defined filters and limits for further processing
Setup Steps
- 1Import the workflow template into n8n
- 2Connect your Microsoft Excel 365 account credentials
- 3Adjust the worksheet ID and filters as needed
- 4Save and activate the workflow for use
Apps Used
Microsoft Excel 365
Categories
Target Roles
Tags
#workflow management
#process automation
#document automation