Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Formatter by Zapier - no code necessary. See how you can get setup in minutes.
100%
Help
Microsoft Excel
Microsoft Excel
1. Choose trigger event
Formatter by Zapier
Formatter by Zapier
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Formatter by Zapier, 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.
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Range
Required
Apply To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Row ID
Required
Apply To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet Name
Required
Column Headers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
New Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet ID
Required
Row ID
Required
No_match_copy
Action
This is an event a Zap performs.
Search
Find existing data in your app
Plan Restrictions
Storage_source
Folder
Workbook
Required
Worksheet
Required
Lookup Column
Required
Lookup Value
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Transform
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Transform
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Microsoft Excel and Formatter by Zapier with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and Formatter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and Formatter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Date / Time
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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
Practical ways you can use Microsoft Excel and Formatter by Zapier
Format and summarize financial data
Streamline your financial data analysis by creating standardized reports. When a new row is added to a financial record spreadsheet in Microsoft Excel, Zapier triggers Formatter to reformat dates or sum values, making it easier to review revenue patterns and performance metrics.
Automatically format leads data for better readability. When a new row is added to a Microsoft Excel spreadsheet used to store lead information, Zapier uses Formatter to title case the lead names or clean up data inconsistencies, ensuring your data is standardized and actionable for campaigns.
Ensure your task lists are well-organized and easily readable. When new project tasks are added as rows in a Microsoft Excel workbook, Zapier can use Formatter to clean up text formatting like removing unnecessary spaces or converting cases, saving time on busy work and improving clarity for the team.
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Formatter by Zapier on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
