How to Integrate Microsoft Excel with Outlook

Quick summary

This tutorial shows how to integrate Microsoft Excel with Outlook using Power Automate by selecting a pre-built template and configuring an automated flow. In just a few steps, you can connect your Excel spreadsheet and Outlook email data without writing any code.

Steps

1. In the Power Automate main dashboard, navigate to the left-side panel and click Templates.
2. Browse the available templates that involve Excel and Outlook, then choose one that matches your preferences.
3. Log into your Microsoft account with Outlook and Excel access, then click Continue to proceed.
4. Click the first tab in the flow builder to begin making adjustments to the automation.
5. Provide the required information and configure the settings according to your preferences.
6. Tap the next tab to continue building the flow.
7. Set up the parameters by specifying your preferred File Location, Document Library, File, and Table.
8. Go to the top menu bar and click Save to activate your Excel–Outlook integration.