Microsoft Excel and Microsoft Outlook
Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.
- Microsoft Excel steps
- 59
- Microsoft Outlook steps
- 62
Ideas for Microsoft Excel and Microsoft Outlook
Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.
- When
New row in an Excel tableThen
Send email - When
New emailThen
Add worksheet - When
New worksheetThen
Create draft - When
New eventThen
Update worksheet - When
New row in an Excel tableThen
Send draft - When
Event updatedThen
Write cells
Templates that use Microsoft Excel and Microsoft Outlook
What each app adds
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.
Microsoft Outlook
Triggers
- New emailRuns when a new email arrives in a folder of an Outlook mailbox - the inbox unless you choose another - optionally only from one sender or domain. Runs once for each email, with its text.
- New eventRuns when an event is added to an Outlook calendar, whether someone creates it or accepts an invitation, with its subject, times, location, organizer and guests. Events already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
- Event updatedRuns when an event on an Outlook calendar changes: its time, subject, place, notes or guests, a guest's answer, or the organizer cancelling it (is_cancelled tells you). Events as they were when the workflow is turned on don't start it. How often it checks follows your workspace plan.
- Event starting soonRuns a set number of minutes before each event on an Outlook calendar starts, once for each meeting of a repeating series, with its subject, times, place and guests. Times are in UTC. It checks as often as your workspace plan allows, so it can run a little later than the minutes you set, and up to half an hour after the start if a check comes late. Cancelled events, and events already that close when the workflow is turned on, don't start it.
- New contactRuns when a contact is added to an Outlook mailbox's Contacts, with their name, email, phone numbers and company. Contacts already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
- Contact updatedRuns when a contact in an Outlook mailbox's Contacts is changed, with their name, email, phone numbers and company as they are now. Contacts as they were when the workflow is turned on don't start it. How often it checks follows your workspace plan.
Actions
- Send emailSend an email from a mailbox in your organization. Sent means Outlook accepted it; a bounce arrives later in the sender's inbox.
- List emailsList the emails in a mailbox, newest first. You can narrow it to one folder, to unread emails, or to a search.
- Get emailRead one email, including its full body.
- Create draftSave a draft email without sending it, to send later with Send draft. Set 'Reply to email' to draft a reply in that email's conversation, with the original quoted below.
- Send draftSend a draft email created earlier. Once sent, it moves to Sent Items and the draft's ID stops working.
- Reply to emailReply to the sender of an email. The reply is saved in Sent Items.
How to connect Microsoft Excel and Microsoft Outlook
Connect your AI
Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.
Connect Microsoft Excel and Microsoft Outlook
Sign in to each once in your workspace. Their keys are encrypted and used by name.
Describe it, then turn it on
Say what should happen, and when. Try a run, then turn it on; every run is traced.
More with Microsoft Excel
More with Microsoft Outlook
Questions about Microsoft Excel and Microsoft Outlook
Yes. Connect each app once in your Lodol workspace and any workflow can use both: 57 actions and 2 triggers in Microsoft Excel, and 55 actions and 7 triggers in Microsoft Outlook.
Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.
Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.
Connect Microsoft Excel and Microsoft Outlook.
Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.
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