- Overview
- Excel
- Release Notes
- About the Excel activity package
- Project Compatibility
- Supported character encoding
- Project Settings
- Add or Update Excel Sensitivity Label
- Append Range
- Auto Fill
- Autofit Range
- Change Pivot Data Source
- Clear Sheet/Range/Table
- Copy/Paste Range
- Create Pivot Table
- Delete Column
- Delete Rows
- Delete Sheet
- Duplicate Sheet
- Export to CSV
- Fill Range
- Filter
- Filter Pivot Table
- Find First/Last Data Row
- Find/Replace Value
- For Each Excel Row
- For Each Excel Sheet
- Format As Table
- Format Cells
- Get Cell Color
- Get Excel Chart
- Get Excel Sensitivity Label
- Get Selected Range
- Insert Column
- Insert Chart
- Insert Rows
- Insert Sheet
- Invoke VBA
- Lookup
- Match Function
- Protect Sheet
- Read Cell Formula
- Read Cell Value
- Read Range
- Refresh Excel Data Connections
- Refresh Pivot Table
- Remove Duplicates
- Rename Sheet
- Run Spreadsheet Macro
- Save Excel File
- Save Excel File As
- Save Excel File As PDF
- Select Range
- Sort Range
- Text to Columns
- Unprotect Sheet
- Update Excel Chart
- Use Excel File
- VLookup
- Write Cell
- Write CSV
- Write DataTable to Excel
- Excel Application Scope
- Append To CSV
- Read CSV
- Write CSV
- Delete Column
- Filter Table
- Get Table Range
- Insert Column
- Sort Table
- Append Range
- Close Workbook
- Get Cell Color
- Read Cell
- Read Cell Formula
- Read Column
- Read Range
- Read Row
- Select Range
- Set Range Color
- Write Cell
- Write Range
- Save Workbook
- Create Table
- Get Workbook Sheet
- Get Workbook Sheets
- Refresh Pivot Table
- Create Pivot Table
- Get Selected Range
- Copy Sheet
- Delete Range
- Auto Fill Range
- Copy Paste Range
- Execute Macro
- Insert/Delete Columns
- Insert/Delete Rows
- Invoke VBA
- LookUp Range
- Remove Duplicates Range
- Excel Process Scope
- Manage CSV Files
- Filter CSV Files
- Verify CSV Files
- Table Functions
- Manage Multiple Excel Files
- Interpret Excel Results
- Manage Pivot Tables
- Manage Range Selection
- Read From Excel Files
- Manage Databases in Excel
- Compare CSV Files
- Compare Numeric Values
- Sort Data in Excel Files
- Filter and Delete Rows in Excel Files
- Manipulate Range Selections
- Verify Excel Workbook Data
- Read, Write, and Append Data in Excel
- Google Workspace
- Release notes
- About the Google Workspace activities package
- Project compatibility
- Wait for Calendar Event Created and Resume
- Wait for Calendar Event Received and Resume
- Wait for Calendar Event Replied and Resume
- Wait for Calendar Event Updated
- Wait for Email Received and Resume
- Wait for Email Sent and Resume
- Wait for File Created and Resume
- Wait for File Updated and Resume
- Wait for Folder Created and Resume
- Wait for Sheet Created and Resume
- Wait for Sheet Cell Updated and Resume
- Wait for Task Created and Resume
- Wait for Task Completed and Resume
- Add Attendee
- Create Event
- Delete Event
- Modify Event
- Search Events
- Use Google Drive
- Share File
- Delete File Permission
- Get File Permissions
- Update File Permission
- Copy File
- Create Folder
- Delete File
- Download File
- Find Files and Folders
- Get File Info
- Move File
- Upload File
- Create Document
- Create New Spreadsheet
- Get Mail Messages
- Send Mail Messages
- Change Labels
- Use Google Spreadsheet
- Add Delete Columns
- Add Delete Rows
- Auto Fill Range
- Add New Sheet
- Append Row
- Batch Spreadsheet Updates
- Copy Sheet
- Copy Paste Range
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Clear Range
- Download Spreadsheet
- Use Google Document
- Batch Document Updates
- Get Document
- Get Text Index
- Insert Text
- Replace Text
- Read All Text
- Create Script Project
- Get Project Content
- Upload Script File
- Create Deployment
- Run Script
- Mail
- Microsoft 365
- Release notes
- About the Microsoft 365 activity package
- Project compatibility
- Connections
- AddEmailCategories
- ArchiveEmail
- DeleteEmail
- DownloadEmail
- DownloadEmailAttachment
- DownloadEmailAttachments
- ForwardEmail
- GetEmail
- GetEmailAttachmentsInfo
- GetEmails
- GetMailFolders
- GetNewestEmail
- MarkEmailAsRead
- MarkEmailAsUnread
- MoveEmail
- RemoveEmailCategories
- ReplyToEmail
- SendEmail
- TurnOffAutomaticReplies
- TurnOnAutomaticReplies
- Merge multiple sheets into a new summary Excel sheet
- Automatically accept calendar invites from your manager
- Move files to dedicated folders by type
- Verify if new employment documents (I9 and ID) match
- Add new customers to a SharePoint List
- Delete SharePoint List items newer than yesterday
- Notify me on Slack when an important Outlook Email is received
- Include creation date in new OneDrive file names
- Notify me by email when a new file is created
- Microsoft 365 Scope
- Add Sheet
- Append Range
- Clear Range
- Copy Range
- Copy Sheet
- Create Workbook
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Set Range Color
- Create Table
- Get Table Range
- Insert Column
- Delete Column
- Insert Rows
- Delete Rows
- VLookup Range
- Use OneDrive & SharePoint
- Copy File/Folder
- Create Folder
- Delete File/Folder
- Download File
- Export File as PDF
- Find Files And Folders
- Get File/Folder
- Move File/Folder
- Upload File
- Share File/Folder
- For Each File/Folder
- Forward Mail
- Get Mail
- Move Mail
- Send Mail
- Reply to Mail
- Delete Mail
- Set Mail Categories
- Add Attachment
- Add Attendee
- Add Location
- Create Event
- Delete Event
- Find Meeting Times
- Get Calendars
- Modify Event
- RSVP
- Search Events
- Create Group
- Delete Group
- Get Group
- List Groups
- Create Bucket
- Delete Bucket
- List Buckets
- List Bucket Tasks
- Create Plan
- Get Plan
- List Plans
- Create Task
- Delete Task
- Get Task
- List Tasks
- Update Task
- For Each List
- Get List Info
- For Each List Item
- Delete List Item
- Add List Items
- Update List Item
- Get List Items
- Quickstart - Find, Create, and Add
- Quickstart - Create, Write, and Read
- Quickstart - Create, Upload, Get, and Send
- Quickstart - Get and Move
- Presentations
- Release Notes
- About the Presentations activity package
- Project Compatibility
- Add or Update Powerpoint Sensitivity Label
- Add Data Table to Slide
- Add File to Slide
- Add Image or Video to Slide
- Add New Slide
- Add Text to Slide
- Copy Paste Slide
- Delete Slide
- Format Slide Content
- Get Powerpoint Sensitivity Label
- Replace Text in Presentation
- Paste Item Into Slide
- Run Presentation Macro
- Save PowerPoint File As
- Save Presentation as PDF
- Use PowerPoint Presentation
- Word
- Release Notes
- About the Word Activities Package
- Project Compatibility
- Word Application Scope / Use Word File
- Add or Update Word Sensitivity Label
- Add Hyperlink to Document
- Add Picture
- Append Text
- Get Word Sensitivity Label
- Insert DataTable in Document
- Paste Chart/Picture Into Document
- Read Text
- Replace Picture
- Replace Text in Document
- Save Document As
- Save Document as PDF
- Set Bookmark Content
Quickstart - Find, Create, and Add
The purpose of this guide is to help you create a working sample that uses different Microsoft 365 activities, including the Find Files and Folders, Create Workbook, Add Sheet, and Get Sheets activities.
Before you begin:
- Complete the Microsoft 365 steps.
-
Create or use an existing folder in your OneDrive. You'll use this folder to store the workbook you create in the steps below.
- You can create a new folder manually or follow the Create, Write, Read Quickstart guide.
Build your project
- Add the Microsoft Office 365 Scope activity to your project.
- Enter the ApplicationId for your registered application (for more information, see the guide).
-
From the AuthenticationType drop-down list, select the applicable type (e.g., InteractiveToken).
- If you select InteractiveToken and run the sequence while you're present, you don't need to add a Password, Tenant, or Username in the Unattended section (leave empty).
- From the Services drop-down list, select, at a minimum,Files.
- Add the Find Files and Folders activity after the Microsoft Office 365 Scope activity.
- Enter a Query (e.g., the folder name) to find the folder that you created, or are using, from step 2 in the prerequisites above (e.g., "Quickstarts").
-
Create and enter a
DriveItem
variable for your First value (e.g., firstResult).- When creating your variable, select Microsoft.Graph.DriveItem as the variable type.
- When your
Query is specific, with no chance of finding more than
one result, you can use the First output property only. When
your Query is less specific you can add a
DriveItem[]
variable for your Results value to return all folders that meet the query parameters.
- Add the Create Workbook activity after the Find Files and Folders activity.
- Create and enter a
String
variable for your Name value (e.g., workbookName). - In the Parent property,
enter the
DriveItem
variable you created for the Find Files and Folders activity (e.g. firstResult) - Create and enter a
DriveItem
variable for your Workbook value (e.g., newWorkbook). - Add the Add Sheet activity after the Create Workbook activity.
- Create and enter a
String
variable for your Sheet value (e.g. sheetName_). - In the Workbook property,
enter the
DriveItem
variable you created for the Create Workbook activity (e.g. newWorkbook). - To indicate when the robot finishes the first set of activities, add the Message Box activity after the Add Sheet activity.
- Enter a
String
message (e.g., "Created "+workbookName+" and added "+sheetName).
Test your project
- Test that your new sheet was added to the created workbook, add the Get Sheets activity after the Add Sheet activity.
- In the Workbook property,
enter the
DriveItem
variable you created for the Create Workbook activity (e.g. newWorkbook). - Create and enter a
String[]
variable for your Sheets value (e.g., workbookSheets). - Verify your sheet was found by adding a Write Line activity after the Get Sheets activity.
-
In Text property, enter a message that includes the
String[]
variable you created for the Sheets property (e.g., "Verified "+workbookSheets(1)+" was added!").- Because the variable is an array, you must specify the item you want to output by appending an integer value at the end (e.g., (1)).
- In this example, you want to return the 2nd sheet from the workbook because the Add Sheet activity adds the new sheet at the end of existing sheets - when the new workbook the first sheet (i.e., "Sheet 1") was added by default.
- Click Run and verify that the Write Line activity includes the correct values to the Output panel (e.g., AddSheetExample).
When you're ready, try the other Quickstart guides to get more familiar with the different Microsoft 365 activities.
After completing the steps in this guide, you'll have an automation sequence that does the following:
- Establishes a connection to your registered Microsoft 365 application (Microsoft Office 365 Scope).
- Finds an existing folder in your OneDrive to store a new workbook (Find Files and Folders).
- Creates a new workbook in the found OneDrive folder (Create Workbook).
- Adds a new sheet to the newly created workbook (Add Sheet).
- Tells you when the workbook and sheet have been created (Message Box) activity.
-
Tests that your new sheet was added (Get Sheets and Write Line).