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

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

Update an Account•Clari Copilot [beta]

Updates an existing account (company) in Clari Copilot with the latest details.

New Row (OneDrive)

Microsoft Excel

Trigger

Update an Account

Clari Copilot [beta]

Action

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

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

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

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

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

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

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

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

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

Deploy your first AI agent today — free, no credit card required. See results in your first session.

14-day free trial · Setup under 30 min · Cancel anytime