Microsoft Excel and Claude

Microsoft Excel

Triggers

• New row in an Excel tableRuns when a new row is added to a table in an Excel workbook, with the row's cells by their column headings and the workbook and table it was added to, for a step that writes back to the row, such as Update table row. Rows already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New worksheetRuns when a worksheet is added to an Excel workbook, with its name and the workbook it's in, for steps that write to it. Renaming a sheet doesn't start it, and neither do sheets already there when the workflow is turned on. How often it checks follows your workspace plan.

Actions

• List workbooksFind Excel workbooks in your OneDrive or a SharePoint document library.
• Recalculate workbookRecalculate the formulas in a workbook.
• List commentsList the comments in a workbook. Comments can be read here, but not added or replied to.
• Run workbook functionWork out one of Excel's functions (VLOOKUP, SUM, PMT and so on) using a workbook's data, without writing it into a cell.
• List worksheetsList the worksheets in a workbook.
• Get worksheetRead a worksheet's name, position and whether it's visible.

Claude

Actions

• Ask ClaudeAsk Claude to write, summarise or answer something, and get its reply.
• Start an agentHand a task to an agent you've set up in the Claude Console. It works on its own in Anthropic's cloud, so follow this step with 'Wait for a Claude agent's reply' to get its answer.
• Wait for an agent's replyWait until a Claude agent has finished its task, then get its reply. If the agent asks permission to use a tool, this step declines, as nobody is there to approve it.
• Analyze a documentAsk Claude a question about a PDF or text document, such as a contract, report or invoice, and get its answer.
• Analyze an imageAsk Claude a question about a picture, such as a photo, a screenshot or a scanned form, and get its answer.
• Upload a fileStore a document or picture with Claude, so 'Analyze a document' and 'Analyze an image' can read it by its ID as often as you like without sending it again.