Connect to Microsoft Excel no-code

Before you begin

• In your Next Matter portal, go to Automations library, and click Connect in the Microsoft Excel app tile.

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You can use this no-code step as well as our templates for Excel available in + Add step > Templates > 3rd party templates.

Use the Excel integration

Get range

1. Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
2. Click + Add step and select Integrations > Microsoft Excel.
3. Click the step and click Configure integration.
4. Select the Get range operation.
5. Select or enter the required data (Drive, Workbook, Worksheet and Range).

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The performance depends on the amount of text in the cells and the number of rows. The bigger the amount of text and the more rows, the longer it might take for the step to complete.

5. Select the data we should turn into variables for later reuse.
6. Save your changes.