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Integrate Copilot with Microsoft Excel to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Copilot with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from Copilot

A trigger is an event that starts your Zap and runs the workflow. For example, with Copilot, a trigger could be "List App Installs."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Copilot to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Copilot to Microsoft Excel with a Zapier template.

Our most popular template

Add rows in Microsoft Excel for new client activations in Copilot
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Copilot + Microsoft Excel

Add rows in Microsoft Excel for new client activations in Copilot

Copilot + Microsoft Excel

Make work flow with AI

Level up your Copilot 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

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Connect Copilot and Microsoft Excel to integrate crucial parts of your business

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Connect Copilot and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

List App Installs
Lists the app installs in a workspace.
Trigger
Scheduled
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Scheduled
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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List Custom Fields
Lists all available custom fields.
Trigger
Scheduled
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It

- File Channel Id
  Required
- Folder path
- Limit
Trigger
Scheduled
Try It
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Scheduled
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- File Channel Id
  Required
- Limit
Trigger
Scheduled
Try It
- Recipient ID
Trigger
Instant
Try It
- Custom Field ID
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- Custom Field ID
  Required
- Given name
  Required
- Family Name
  Required
- The company id of the App Connection
- Send Invite?
Action
Write
- Name
  Required
- Custom Field ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel ID
  Required
- Folder path
Action
Write
- Channel ID
  Required
- Folder path
- Link url
  Required
Action
Write
- The text content of the message
  Required
- File Channel Id
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Name
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- ClientId
- The company id of the App Connection
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- Custom Field ID
  Required
- Name
  Required
- Icon Image URL
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
Action
Search or write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
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Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
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Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Scheduled
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Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
Trigger
Scheduled
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form ID
  Required
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Scheduled
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
List Workspace
List the workspace associated with the portal
Trigger
Scheduled
Try It
- Email
  Required
- Given name
  Required
- Family Name
  Required
- The company id of the App Connection
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Write
- Recipient ID
  Required
- Form ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Custom Field ID
  Required
- ClientId
- The company id of the App Connection
Action
Search
- Custom Field ID
  Required
- Email
  Required
- The company id of the App Connection
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- Custom Field ID
  Required
- Email
  Required
- The company id of the App Connection
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
Action
Search or write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Learn how to automate Copilot on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Related categories

Project Management

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.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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