The Excel step reads and writes .xlsx workbooks. Several steps can build up one workbook across a single run: the first write creates the file, and later steps add tabs to it or append more rows to a tab it already has. No account needs connecting, and the finished workbook is a file you can download.

Write a list of rows to a tab. Leave the workbook blank and the step creates a new one each run; point it at an earlier step's workbook and it writes into that same file. Set File Name to control what a new file is called, since that is the name people see when they download it.

• Produce a downloadable report at the end of a run
• Build one workbook with a tab per client, region, or month
• Add this week's rows to a tab an earlier run already started

Reads a list from the input and writes it to the named tab. A tab the workbook does not have yet is added, and other tabs are left alone. Rows are appended under the tab's existing column headers, so the columns stay lined up however the incoming rows happen to be ordered. Turn on Overwrite to clear that one tab before writing. The output includes the workbook file, the tab name, and the row count.

Append a single row to a tab by mapping each column to a value from an earlier step.

• Log each form submission to a running spreadsheet
• Record one result per pass of a loop

Appends one row to the named tab, creating the tab if it is not there. Each column pairs a header with a value, which can be fixed text, a reference to an earlier step, or a mix. Like Write List, leaving the workbook blank creates a new file and setting it to an earlier step's workbook writes into that one.

Read every row of a tab into a list. The columns come from the tab's own headers, so there is nothing to define by hand.

• Process a spreadsheet a customer sent you, row by row
• Feed a price list or contact list into the rest of a workflow

Reads the named tab, or the workbook's first tab when you leave the name blank. Returns the rows as a list along with a count. Connect it to a For Each step to work through them one at a time.

Look up a single row by matching on one or more columns. Useful for pulling one record out of a large sheet.

• Look up a customer by email to fill in the rest of their details
• Find a product by code before pricing an order
• Check whether a record already exists before deciding to add or update it

Scans the tab and returns the first row that satisfies the match, along with a found flag. No match is not a failure, the result simply says the row was not found. For every matching row rather than the first, use Read All Rows followed by a Filter step.

Find a row by matching on its columns and overwrite only the cells you name. Everything else in the row is left as it was.

• Mark a row as processed once the rest of the workflow finishes
• Write enrichment data back beside the record it belongs to
• Update the record when it exists, add it when it does not

Uses the same lookup as Read Matching Row, then writes the columns you listed. With Insert if missing turned on, a row that is not found is appended instead, pre-filled from the columns the match was based on.

Delete every row in a tab that matches the condition, not just the first.

• Clear out rows that have been fully processed
• Remove entries for a customer who asked to be taken off a list

Scans the tab and removes every matching row. Matching nothing is treated as success with a count of zero. The rows are gone for good, so there is nothing to undo.

Do I need a Microsoft account?

No. The Excel step works on the file itself, so nothing needs connecting. The workbook it produces is available to download from the run, and you can attach it to an email or pass it to any other step that takes a file.

How do I get several tabs in one workbook?

Leave the workbook blank on the first Excel step so it creates the file, then set every later Excel step's workbook to that first step's file and give each one a different tab name.

Can I add to a workbook someone uploaded?

Yes. Pick the uploaded file as the workbook and the step writes into it, adding a tab or appending rows. Files that carry macros are not supported, so save those as .xlsx first.

What happens if I run the same workflow twice?

A second run appends the rows again unless you set Dedupe Columns, which tells the step to skip rows already in the tab.

What happens on a run with no data?

The step still creates the workbook, with the tab empty or holding just its column headings. That keeps the rest of the workflow working, so later steps can still add tabs to it and the file can still be emailed.

How do I keep adding to one workbook every run?

Set Workbook to 'Same every run' on the writing step. The first run creates the file and every later run adds to that same one. Use 'Start a new workbook' when you want to begin a fresh file, for example at the start of a quarter.

What happens if the workbook gets deleted?

The next run creates a new one and carries on, and the run log says why. It will not fail.

What is the file called if I leave File Name blank?

The workflow name plus the date, for example Weekly Sales Report - 2026-08-20.xlsx. Set File Name to choose your own, including values from earlier steps such as a client name.