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Export as Microsoft Excel Document

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a month ago

How to set up and use Microsoft Excel Document action

Exports data to an Excel file with multiple sheets for organized data presentation and analysis.

  1. Add an Export as Microsoft Excel Document action: While editing a Workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Export as Microsoft Excel Document action to add it to your Workflow.

  2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

  3. Enter "Document Name": Provide a name for your Excel file. You can type the name directly or reference a variable from a previous step or the trigger to dynamically name your file.

  4. Configure sheets: For each sheet you want to include in your Excel document, complete the following steps. Click the "+" button to add additional sheets as needed.

    • Enter "Sheet Name": Provide a descriptive name for each sheet in your Excel document.

    • Select "Data to Export": Choose the variable containing the data you want to export to this sheet. This must be a list of objects, where each item in the list represents a row and each key represents a column. For example, if you're using AI to research prospect companies and their contacts, you might have one sheet for companies with fields like Company Name, Company Website, and Location, and another sheet for contacts with fields like Contact Name, Company Name, LinkedIn URL, and Job Title.

      You can generate structured data using actions like Generate Text with structured output fields, Run Code, or Extract Information. For more information on creating structured outputs, see Using Structured Output Fields.

    • Configure "Columns to Export": Specify which columns to include in this sheet and their order. If no columns are specified, all available columns will be exported. You can drag and drop to reorder the columns as needed.

Variables are inputs from the trigger, or outputs from previous steps

Here's a sample of the type of output you can expect:

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