Agentic demo automation is here.
Meet Lily
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free

How to Integrate Microsoft Excel with Planner

‍

‍

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

‍

  1. Inside the main dashboard of your Power Automate, navigate to the left-side panel and click 'Create'.
  2. Select 'Automated Cloud Flow' from the available options.
  3. After that, prepare a unique Flow Name and enter it into the provided input field.
  4. Search for 'Planner' and then choose the specific Trigger you prefer to use.
  5. Once done, tap 'Create' to proceed.
  6. Following that, click the Trigger tab to set up the parameters accordingly.
  7. Configure the settings based on your preferences. Simply provide your preferred Interval, Frequency, Time Zone, and Start Time.
  8. Subsequently, click the 'Add' icon to calibrate your desired Action.
  9. Find and click 'Excel Online' from the available options.
  10. Subsequently, choose the corresponding Action you wish to use.
  11. Set up the parameters afterwards by specifying your preferred Location, Document Library, File, and Name.
  12. Once done, tap 'Save' to run and enable the custom flow.
  13. After completing these steps, your Microsoft Planner account will be integrated instantly with Microsoft Excel.
Similar Articles

How to Organize Dates by Week in Excel

How to Make Cells Fit Text Microsoft Excel

How to Make a Bar Graph in Microsoft Excel

Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Chrome Extension Icon
Try our Chrome extension
DOWNLOAD

Desktop app for macOS
DOWNLOAD
Backed by
Y combinator
AICPA SOC
GDPR
Products
Guided DemosSandbox DemosDemo Hub
Featured
Account RevealPersonalizationIntegrations
Solutions
EnterpriseGrowth & Demand
MarketingProduct MarketingSalesPresales
Resources
BlogTutorialsHelp DocsWhat’s NewDemo DundiesPlaybooks
Company
CareersPricingPartnersContactTrust CenterDemo Abuse
Customers
Demo ShowcaseCase Studies
Built in San Francisco Bay Area - ©2025 Storylane
Backed by
Y combinator
AICPA SOC
GDPR
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it