Data & Analytics
Connect Excel to Sortment
Connect Excel to Sortment so its AI agents can read events and metrics to build audiences, spot opportunities and measure lift. You approve every change.
- Actions
- 55
- Triggers
- —
- Authentication
- OAuth2, S2S OAuth2
- Category
- Data & Analytics
What Sortment's agents can do in Excel
55 actions. The ones lifecycle programs use most are shown first.
- Add Chart
- Add SharePoint Worksheet
- Add Table
- Add Table Column
- Add Table Row
- Add Workbook Permission
- Add Worksheet
- Create Workbook
- Export Workbook to PDF
- Create Excel Session
- Search Drive Files
- Update Chart
- Update Chart Legend
- Update Range
- Update SharePoint Range
- Update Table
- Update Worksheet
- List Charts
- List Chart Series
- List Comments
- List Drive Item Children
- List Drive Files
- List Named Items
- List SharePoint Tables
- List SharePoint Worksheets
- List Table Columns
- List Table Rows
- List Tables
- List Workbook Permissions
- List Worksheets
- Get Chart Axis
- Get Chart Data Labels
- Get Chart Legend
- Get Range
- Get SharePoint Range
- Get SharePoint Worksheet
Show all 55 actionsShow fewer actions
- Get table column
- Get workbook
- Get Worksheet
- Get Worksheet Used Range
- Upload Workbook from URL
- Apply Table Filter
- Apply Table Sort
- Close Excel Session
- Convert Table To Range
- Insert Range
- Merge Cells
- Protect Worksheet
- Sort Range
- Who Am I
- Clear Range
- Clear Table Filter
- Delete Table Column
- Delete Table Row
- Delete Worksheet
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with Excel.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack