Connect Carbon Voice and Microsoft Excel to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Action Item Created" from Carbon Voice.

Add your action

An action happens after the trigger—such as "Add Row" in Microsoft Excel.

You’re connected!

Zapier seamlessly connects Carbon Voice and Microsoft Excel, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- Prompt Type
- Language
  Required
Trigger
Instant
Try It
- Label
  Required
Trigger
Instant
Try It
- Workspace ID
Trigger
Instant
Try It

- Link Attachment URL
  Required
- Message ID
  Required
Action
Write
- Prompt Type
- Message ID`s
  Required
- Language
  Required
Action
Write

- Message ID
  Required
- Label
  Required
Action
Write
- Action Item ID
  Required
- Title
- Notes_text
- Assigned_to
- Due_date
- Status
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- Workspace
- Container Type
- Assigned To
- Creator
- Status
Trigger
Instant
Try It
- System Prompt ID
  Required
- Language
  Required
Trigger
Instant
Try It
- Conversation
  Required
Trigger
Instant
Try It
- Workspace
- Folder(s)
Trigger
Instant
Try It
- Title
  Required
- Container_type
  Required
- Container_id
  Required
- Assigned_to
- Due_date
- Notes_text
- Source_message_id
Action
Write
- Type
  Required
- Conversation
  Required
- Message ID to be Forwarded
- Body Type
  Required
- Message Text
- Message Pre-recorded ID (Deprecated, use just the *Message ID* instead. Will be removed after *2026-01-01*)
- Message ID or URL
- Link Attachment URL
Action
Write
- Type
  Required
- Workspace ID
- User(s)
- User(s) Email(s)
- Message ID to be Forwarded
- Body Type
  Required
- Message Text
- Message Pre-recorded ID (Deprecated, use just the *Message ID* instead. Will be removed after *2026-01-01*)
- Message ID or URL
- Link Attachment URL
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Carbon Voice and Microsoft Excel to integrate crucial parts of your business

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Excel on the Zapier blog

Make work flow with AI

Level up your Carbon Voice to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Carbon Voice

Carbon Voice lets you record voice memos and chat with your team. Transcriptions and quick AI Actions create structured text to turn your ideas into action.

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Related categories

Communication

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Related categories

Microsoft Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

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Documents