Microsoft Excel New Row (OneDrive) to Clari Copilot [beta] Create an Account

Microsoft Excel
Clari Copilot [beta]

How this workflow works

Step 1

New Row (OneDrive)Microsoft Excel

Polls an Excel worksheet in OneDrive and triggers for each new row detected.

Step 2

Create an AccountClari Copilot [beta]

Creates a new account (company) in Clari Copilot to manage organization-level data.

Microsoft Excel

New Row (OneDrive)

Microsoft Excel

Trigger
Clari Copilot [beta]

Create an Account

Clari Copilot [beta]

Action

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