Microsoft Excel and Microsoft Teams Integration

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Automatically post Microsoft Excel data summaries to Microsoft Teams channels. Latenode’s visual editor simplifies the setup, while affordable pricing ensures you only pay for the automation time used, scaling easily as data volumes grow.

Swap Apps

Microsoft Excel

Microsoft Teams

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Excel and Microsoft Teams

Create a New Scenario to Connect Microsoft Excel and Microsoft Teams

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or Microsoft Teams will be your first step. To do this, click "Choose an app," find Microsoft Excel or Microsoft Teams, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node

Select the Microsoft Excel node from the app selection panel on the right.

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Configure the Microsoft Excel

Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Microsoft Teams Node

Next, click the plus (+) icon on the Microsoft Excel node, select Microsoft Teams from the list of available apps, and choose the action you need from the list of nodes within Microsoft Teams.

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Authenticate Microsoft Teams

Now, click the Microsoft Teams node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Teams settings. Authentication allows you to use Microsoft Teams through Latenode.

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Run node once

Configure the Microsoft Excel and Microsoft Teams Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Microsoft Excel and Microsoft Teams Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Microsoft Excel, Microsoft Teams, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Excel and Microsoft Teams integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Microsoft Teams (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Excel and Microsoft Teams

Microsoft Excel + Jira + Microsoft Teams: When a new row is added to a specified Excel table, the automation creates a new Jira issue based on the row data. Then, a message is sent to a Microsoft Teams channel to notify the team about the new Jira issue.

Microsoft Teams + Microsoft Excel + Microsoft Outlook: When a new message is posted to a specific channel in Microsoft Teams, the automation adds the message content as a new row in a designated Excel table. Subsequently, a summary of these entries is emailed via Microsoft Outlook on a scheduled basis.

Microsoft Excel and Microsoft Teams integration alternatives

About Microsoft Excel

Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.

About Microsoft Teams

Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.

See how Latenode works

FAQ Microsoft Excel and Microsoft Teams

How can I connect my Microsoft Excel account to Microsoft Teams using Latenode?

To connect your Microsoft Excel account to Microsoft Teams on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Excel and click on "Connect".
  • Authenticate your Microsoft Excel and Microsoft Teams accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I post Excel data updates to Teams?

Yes, you can! Latenode allows you to automatically send updates from Microsoft Excel to Microsoft Teams, ensuring real-time team collaboration and information sharing without manual intervention.

What types of tasks can I perform by integrating Microsoft Excel with Microsoft Teams?

Integrating Microsoft Excel with Microsoft Teams allows you to perform various tasks, including:

  • Automatically posting new Excel rows as messages in a Teams channel.
  • Sending daily summary reports from Excel to a specific Teams user.
  • Creating Teams tasks from newly added data entries in Excel sheets.
  • Alerting a Teams channel when certain thresholds are met in Excel data.
  • Sharing updated Excel files within a Teams channel automatically.

Can I use JavaScript to transform data before sending to Teams?

Yes, you can leverage Latenode's JavaScript blocks to manipulate Excel data extensively before posting to Microsoft Teams for complete workflow customization.

Are there any limitations to the Microsoft Excel and Microsoft Teams integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large Excel files might require optimized processing for timely updates.
  • Complex Excel formulas might need adjustments for proper data transfer.
  • Teams message formatting is limited to what the Teams API supports.

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