Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Microsoft Excel to Sana to read, write and manage your sheets. Look up data, add or update cells and keep your data up to date and organized.
In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List spreadsheets |
Read spreadsheets |
Update cells |
Generate formulas |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft Excel. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add row |
Find row |
Get columns |
Get spreadsheet |
Get table rows |
List folder id options |
Update cell |
Update worksheet tablerow |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Microsoft Excel.
Trigger |
New Cell Value Changed |
New Row Added |
New Spreadsheet Created (Instant) |
New Spreadsheet Updated (Instant) |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
User.Read | Sign in the user and read their basic profile information (name, ID, tenant, etc.). |
View the user's primary email address. | |
offline_access | Maintain access to data you've been granted by using refresh tokens, even when the user is not actively signed in. |
openid | Sign in the user with Microsoft identity (OpenID Connect) and receive a unique user identifier. |
profile | Read basic profile information such as name, preferred username, and avatar. |
Files.ReadWrite | Read, create, update, and delete files the signed-in user can access in OneDrive and SharePoint. |
Files.Read.All | Read all files the signed-in user can access across OneDrive and SharePoint, including files the user didn't create. |
CrossTenantInformation.ReadBasic.All | Read basic information about cross-tenant relationships and external tenants for the organization. |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Microsoft Excel in the list of available connectors
Scroll to the Available connectors section and locate Microsoft Excel.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Microsoft Excel card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Microsoft Excel and approve the requested scopes
You'll be redirected to Microsoft Excel to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Microsoft Excel account. Click Continue to complete the setup and start using the connector.
Known limitations
Search: The connector can only list spreadsheets — it cannot run a filtered search.
Creating workbooks: The connector can read and edit Excel workbooks you already have access to, but it cannot create a brand-new workbook.
Formatting: The connector cannot change cell formatting.