Introduction
Connect Microsoft Excel to Sana to read, write and manage your sheets. Look up data, add or update cells and keep your data up to date and organized. In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List spreadsheets |
Read spreadsheets |
Update cells |
Generate formulas |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft Excel. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add row |
Find row |
Get columns |
Get spreadsheet |
Get table rows |
Update cell |
Update worksheet tablerow |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
User.Read | Sign in the user and read their basic profile information (name, ID, tenant, etc.). |
View the user's primary email address. | |
offline_access | Maintain access to data you've been granted by using refresh tokens, even when the user is not actively signed in. |
openid | Sign in the user with Microsoft identity (OpenID Connect) and receive a unique user identifier. |
profile | Read basic profile information such as name, preferred username, and avatar. |
Files.ReadWrite | Read, create, update, and delete files the signed-in user can access in OneDrive and SharePoint. |
Files.Read.All | Read all files the signed-in user can access across OneDrive and SharePoint, including files the user didn't create. |
CrossTenantInformation.ReadBasic.All | Read basic information about cross-tenant relationships and external tenants for the organization. |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Microsoft Excel in the list of available integrations
Scroll to the Available integrations section and locate Microsoft Excel.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Microsoft Excel and approve the requested scopes
You'll be redirected to Microsoft Excel to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Microsoft Excel account. Click Continue to complete the setup and start using the connector.
Known limitations
Search: The connector can only list spreadsheets — it cannot run a filtered search.
Creating workbooks: The connector can read and edit Excel workbooks you already have access to, but it cannot create a brand-new workbook.
Formatting: The connector cannot change cell formatting.