Microsoft Excel

Overview of the Microsoft Excel BDK Book.

Overview

Microsoft Excel is the industry-standard spreadsheet application with advanced data analysis and visualization capabilities. This integration enables automated data processing, report generation, and spreadsheet management workflows. Leverage Excel's powerful features for automated data analysis and business intelligence.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• Microsoft Excel

• Microsoft Office365

Note: The Microsoft Excel Book depends on the Microsoft Office365 Book for core Microsoft integration capabilities.

How to Add the Book(s)

1. Go to Books from the left navigation menu.

2. Click on + New Book.

3. Search for name of the book and click on it.

4. You'll be prompted for connectivity details if the book requires configuration.

5. Click on Add to finish adding the book to your agent.

6. Publish your agent.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using Client ID, Client Secret and Tenant ID

Establishes a connection to the Microsoft Graph API using the provided client credentials.

Label	Description	Type
Client ID	The client ID of the application registered in Azure AD.	text
Client Secret	The client secret of the application registered in Azure AD.	text
Tenant ID	The tenant ID of the Azure AD directory.	text