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How to Integrate Microsoft Excel with Outlook

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It is very easy to integrate Microsoft Excel with Outlook via Power Automate. Here’s a quick guide on how to do it:

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  1. Inside the main dashboard of Power Automate, head over to the left-side panel and click 'Templates'.
  2. Browse the available templates that involve Excel and Outlook. Choose one based on your preferences.
  3. After that, log into your Microsoft account with Outlook and Excel access. Once done, tap 'Continue' to proceed.
  4. At this point, you can now start building the flow. To get started, click the first tab to make a few adjustments.
  5. Provide the required information and configure the settings according to your liking.
  6. Subsequently, tap the next tab to proceed further.
  7. Set up the parameters by specifying your preferred File Location, Document Library, File, and Table.
  8. Finally, go to the top menu bar and click 'Save' to integrate Microsoft Excel with Outlook based on your preferred automation flow.
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