Microsoft Excel integration

What it does

The Microsoft Excel integration lets your agency drive workbook data on a client's behalf. Connect a client's Microsoft 365 or personal Microsoft account once and your workflows can list the worksheets and tables in any .xlsx file stored in OneDrive, read the current contents of a worksheet's used range, write values back into a target range, append rows to a structured table, and insert blank rows or columns where you need them.

Connect a Microsoft Excel account

1. Open your workspace in TaskJuice and navigate to Connections.
2. Choose Microsoft Excel and click Connect.
3. Sign in with the Microsoft 365 or personal Microsoft account whose Excel workbooks you want to manage on behalf of your client.
4. Grant the requested scopes (Files.ReadWrite, Files.ReadWrite.All, and offline_access so TaskJuice can refresh the access token in the background).
5. TaskJuice returns you to the workspace with the connection ready to use in any workflow.

To revoke access at any time, sign in to My Account at portal.office.com and remove the TaskJuice entry under Apps and Services.

Triggers

• microsoft-excel/worksheet-rows-changed polls the chosen worksheet's used range on a configurable interval and emits one activation per cycle containing every row currently in the range. Pair it with a downstream Loop node to act on each row, or feed the array into a digest step.

Actions

• microsoft-excel/list-worksheets lists every worksheet in a workbook, with optional field selection. Long results paginate automatically via the standard Microsoft Graph next-page link.
• microsoft-excel/list-tables lists every structured Excel table defined inside a workbook.
• microsoft-excel/get-used-range returns the used cell range of a worksheet, including the values, formulas, and formatted text for every cell.
• microsoft-excel/update-range writes a 2D array of values to an A1-style range on a worksheet. The row and column counts of the values must match the target range.
• microsoft-excel/add-table-row appends one or more rows to an Excel table by name or ID, with an optional insertion index.
• microsoft-excel/insert-range inserts blank cells into a worksheet at an A1-style range and shifts the existing cells down or right.

Known limitations

• The worksheet-rows-changed trigger is polling-based. Microsoft Graph also offers Change Notifications via driveItem subscriptions, but those notifications carry their auth proof in the request body rather than a signed header, which falls outside the declarative inbound-auth contract. Polling is the supported path today (60 seconds minimum, five minutes by default), and latency is bounded by the chosen interval rather than instant.
• The trigger polls the worksheet's full used range each cycle and emits every row. Use a downstream dedup or Loop step keyed off a stable column (row ID, timestamp) to act on individual rows once.
• Microsoft Graph enforces per-app and per-tenant throttling. When a 429 is returned, TaskJuice surfaces it as a retryable rate-limit error and respects the recommended backoff.
• The connected account must have at least one OneDrive provisioned, and the target file must be a workbook (.xlsx) accessible by the signed-in user.