Excel, ready to run.
The Excel integration reads a workbook as a queue of cases and your reference sheets as the rules. Floowed runs each row, writes the outcome beside it, and puts anything that needs a person somewhere they will see it.
What it does.
What Floowed reads from Excel
- Worksheet ranges and tables
- Named items, as rule inputs
- Rate tables, limits and thresholds on a reference sheet
- Several sheets in one workbook, feeding the same decision
What it writes back
- The outcome and its reasons, beside the row
- New rows into a table on a decision log sheet
- Values into a range your own formulas already read
Two limits Microsoft sets, worth knowing before you plan around them. The workbook API reaches files in OneDrive for Business or SharePoint, not a file on someone's laptop and not personal OneDrive. And it runs as a signed-in user rather than unattended, so a Floowed connection is authorized by a person in your tenant. If you would rather it ran headless, put the sheet somewhere with a service API and we will read it there.
A supplier onboarding case, from request to vendor record.
- Gather
A new supplier request lands as a row in the procurement workbook. Floowed reads the row, the approved-country sheet, and the bank letter and tax form the supplier emailed to the team's Outlook inbox.
- Interpret
It reads both documents, scans included, and checks the legal name and bank details against the request row.
- Chase
The tax form is unsigned, so Floowed asks the supplier for a signed copy by email and marks the item open beside the row.
- Decide
Once it is all in, the policy engine runs your onboarding rules. A supplier outside them goes to the procurement lead, who decides.
- Act
Floowed creates the vendor in NetSuite, files the documents in SharePoint, and writes the outcome and the reasons beside the row.
Used in the same case
The connection, in detail.
How it connects.
- 1
Connect Excel
Using delegated OAuth 2.0 as a signed-in work or school user. Microsoft offers no application permission for these calls. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Excel?
Yes, for workbooks in OneDrive for Business or SharePoint, through the Microsoft Graph workbook API. Personal OneDrive is not supported by that API, and the file needs to be an .xlsx.
How does the Excel integration connect?
A person in your tenant signs in and grants access to the files you choose. Microsoft's workbook API has no unattended mode, so that sign-in is what the connection runs on. Nothing outside the files you share is readable.
What can Floowed do with Excel data?
It treats a row as a case and your reference sheets as inputs to the rules, decides, and writes the outcome and reasoning back into the workbook your team already works in.
Do I need to build a workflow to use it?
No, and you do not need to leave the workbook. Describe what you want done, point it at the file, and set the rules.
Is my Excel data secure?
Access is limited to the files you share, over Microsoft OAuth scopes, and revocable at any time by you or your admin.
What does the Excel integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case.
Start with Excel. Add the rest.
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