Excel
Overview of the Excel integration.
Overview
Enables reading, creating, and modifying offline Excel files (xlsx, xlsm, xls, xlsb) without requiring a network connection or Microsoft account. This integration provides file-based spreadsheet operations for agents that need to work with Excel files directly. It supports creating new spreadsheets, reading worksheet data, extracting structured tables, managing worksheets (add, remove, copy, rename), cell-level reads and writes, row and column insertion, bulk cell updates, and formula insertion across row ranges. Read support covers all major Excel formats (.xlsx, .xlsm, .xls, .xlsb). Write and modification operations are supported for .xlsx and .xlsm formats only.
Setup
The following integrations need to be connected to your Kognitos workspace:
Excel
Steps
Follow these steps to connect the integration in Kognitos:
Navigate
Using the left navigation menu, go to Integrations → Explore Integrations.
Find
Search for the integration and click on it.
Connect
Click on Connect to add a connection to the integration.
Configure
Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.
Actions
The following actions are available in the Excel integration:
1. Add a filter to a worksheet
Add auto-filter to a worksheet.
2. Add a worksheet to an excel
Add an empty worksheet to an Excel file.
3. Add data validation to a worksheet
Add data validation to a range of cells.
4. Append data to a range
Append data from a table at a specific cell position.
5. Append data to a worksheet
Append rows from a table to the end of a worksheet.
6. Autofill a range in a worksheet
Auto-fill a target range based on the pattern in the source range.
7. Copy a worksheet in the excel
Copy a worksheet within an Excel file.
8. Create an excel
Create a new Excel file with one or more worksheets.
9. Delete columns from a worksheet
Delete one or more columns from a worksheet.
10. Delete rows from a worksheet
Delete one or more rows from a worksheet.
11. Export a worksheet to csv
Export a worksheet to CSV or TSV format.
12. Extract a table from a worksheet
Extract a structured table from a worksheet.
13. Format cells in a worksheet
Format cells in a worksheet with background color, font color, weight, and size.
14. Get a cell's value from a worksheet
Get the value of a specific cell from a worksheet.
15. Get a range from a worksheet
Get cell values from a range in a worksheet.
16. Get a worksheet's cell's formula
Get the formula from a specific cell in a worksheet.
17. Get an excel's worksheet
Get a single worksheet from an Excel file by name.
18. Get an excel's worksheet names
Get the list of worksheet names from an Excel file.
19. Get an excel's worksheets
Get all worksheets from an Excel file at once.
20. Insert a formula into an excel
Insert formulas into a column across a range of rows.
21. Insert a table into a worksheet
Insert a table into a worksheet at a specified location.
22. Insert a vlookup formula into a worksheet
Insert a VLOOKUP formula into a cell.
23. Insert columns into a worksheet
Insert one or more columns into a worksheet.
24. Insert rows into a worksheet
Insert one or more rows into a worksheet.
25. Merge cells in a worksheet
Merge cells in a worksheet.
26. Protect a worksheet
Protect a worksheet from editing.
27. Read content from an excel
Read the content of an Excel, CSV, or TSV file as a markdown string.
28. Remove a worksheet
Remove a worksheet from an Excel file.
29. Rename a worksheet in the excel
Rename a worksheet in an Excel file.
30. Replace values in a worksheet
Find and replace text values in a worksheet.
31. Set a worksheet's cell to a string
Set the value of a cell in a worksheet.
32. Sort a worksheet
Sort rows in a worksheet by a specified column.
33. Split a column in a worksheet
Split text in a column into multiple columns by a delimiter.
34. Unmerge cells in a worksheet
Unmerge previously merged cells in a worksheet.
35. Unprotect a worksheet
Remove protection from a worksheet.
36. Update an excel's cell values
Update multiple cell values in a worksheet at once.
Concepts
Excel table
A structured data table extracted from an Excel worksheet, with named columns and typed rows.This class represents a table that was extracted from a worksheet. It contains the table data and extraction context.
data
PyArrow table containing the extracted table data
table
source_worksheet
Name of the worksheet this table was extracted from
optional[text]
location
Cell range where table was found (e.g., "A1:D10")
optional[text]
extraction_method
How the table was extracted ("location", "headers", "full")
optional[text]
Excel worksheet
A single sheet within an Excel workbook containing rows and columns of cell data.This class contains the worksheet data and basic identifying information. Metadata (row_count, column_count) is computed from data, not stored separately.
name
Name of the worksheet
text
data
PyArrow table containing the worksheet data
table
excel_file_name
Name of the parent Excel file (string reference, not object)
text
_row_count
Cached row count (computed from data)
optional[number]
_column_count
Cached column count (computed from data)
optional[number]
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