- 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
- 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
Working with sensitivity labels
Microsoft's Purview Information Protection is a centralized data governance service that helps organizations manage and control their data. Sensitivity labels in Microsoft Purview work by applying labels to files and data. Labels allow you to classify and protect your organization's data, while making sure that your productivity and ability to collaborate isn't hindered. Learn more from Microsoft's official documentation: Learn about sensitivity labels.
Briefly, you can use sensitivity labels to:
- Control access to files and folders.
- Define which users and groups have permissions to perform different actions (read, write, modify, share) on said files and folders.
The following packages and activities offer support for sensitivity labels:
Excel:
- Excel Application Scope
- Use Excel File
- Get Excel Sensitivity Label: Retrieve the sensitivity label from the selected Excel workbook.
- Add or Update Excel Sensitivity Label: Add or update a sensitivity label of the selected file.
Word:
- Word Application Scope
- Get Word Sensitivity Label: Retrieve the sensitivity label of the selected document file.
- Add or Update Word Sensitivity Label: Add or update a sensitivity label of the selected file.
Presentations:
- Use PowerPoint Presentation
- Get Powerpoint Sensitivity Label: Retrieve the sensitivity label of the selected presentation file.
- Add or Update Powerpoint Sensitivity Label: Add or update a sensitivity label of the selected file.
You can use the rest of the Office Desktop activities to work with files that have sensitivity labels applied only if you set up the correct permissions. For example, you can retrieve files with a Confidential HR sensitivity label using the Get Cell or Get Table Range activity if your user account, the one running the automation, has the permission to read files labeled Confidential HR. If the connection doesn't have access to read or write a file, an exception is thrown.
The Microsoft 365 activity package offers support for custom sensitivity labels with two activities:
- Get Sensitivity Labels: Retrieve a file's sensitivity labels. This allows you to check if you can work with a file or not.
- Assign Sensitivity Label: Assign a sensitivity label to a specified file. Make sure you have the right permissions to work with the respective labels.
You can use the rest of Microsoft 365 activities to work with files that have sensitivity labels applied only if you set up the correct permissions. For example, you can retrieve files with a Confidential HR sensitivity label using the Get File or Folder activity if the user or service account running the automation (the one for which the connection is made) has the permission to read files labeled Confidential HR. If the connection doesn't have access to read or write a file, an exception is thrown.
Your organization's admin is responsible with defining and configuring labels. Each label has a different set of permissions, which range from least restrictive to the most restrictive. You can learn more about this process from Create and configure sensitivity labels.
- The Microsoft Graph API and Outlook COM (Outlook desktop app) do not support adding a sensitivity label to an email when using the Send Email activity. As a workaround, set up an auto-labeling organization policy to apply a label by default to all emails. Also, reading the sensitivity labels from an email is not supported.
- The Microsoft Graph API does not support adding a sensitivity label to a new workbook when using the Create Workbook activity. You must first create the workbook, then use the Assign Sensitivity Label activity to add a label.
- A COM error occurs for the Excel, Word, and Presentations packages when an automation attempts to update a file without a required sensitivity label, as mandated by company policy.