- Overview
- Excel
- Release Notes
- About the Excel activity package
- Project Compatibility
- Supported character encoding
- Project Settings
- Add or Update Excel Sensitivity Label
- Append Range
- Auto Fill
- Autofit Range
- Change Pivot Data Source
- Clear Sheet/Range/Table
- Copy/Paste Range
- Create Pivot Table
- Delete Column
- Delete Rows
- Delete Sheet
- Duplicate Sheet
- Export to CSV
- Fill Range
- Filter
- Filter Pivot Table
- Find First/Last Data Row
- Find/Replace Value
- For Each Excel Row
- For Each Excel Sheet
- Format As Table
- Format Cells
- Get Cell Color
- Get Excel Chart
- Get Excel Sensitivity Label
- Get Selected Range
- Insert Column
- Insert Chart
- Insert Rows
- Insert Sheet
- Invoke VBA
- Lookup
- Match Function
- Protect Sheet
- Read Cell Formula
- Read Cell Value
- Read Range
- Refresh Excel Data Connections
- Refresh Pivot Table
- Remove Duplicates
- Rename Sheet
- Run Spreadsheet Macro
- Save Excel File
- Save Excel File As
- Save Excel File As PDF
- Select Range
- Sort Range
- Text to Columns
- Unprotect Sheet
- Update Excel Chart
- Use Excel File
- VLookup
- Write Cell
- Write CSV
- Write DataTable to Excel
- Excel Application Scope
- Append To CSV
- Read CSV
- Write CSV
- Delete Column
- Filter Table
- Get Table Range
- Insert Column
- Sort Table
- Append Range
- Close Workbook
- Get Cell Color
- Read Cell
- Read Cell Formula
- Read Column
- Read Range
- Read Row
- Select Range
- Set Range Color
- Write Cell
- Write Range
- Save Workbook
- Create Table
- Get Workbook Sheet
- Get Workbook Sheets
- Refresh Pivot Table
- Create Pivot Table
- Get Selected Range
- Copy Sheet
- Delete Range
- Auto Fill Range
- Copy Paste Range
- Execute Macro
- Insert/Delete Columns
- Insert/Delete Rows
- Invoke VBA
- LookUp Range
- Remove Duplicates Range
- Excel Process Scope
- Excel APIs
- Manage CSV Files
- Filter CSV Files
- Verify CSV Files
- Table Functions
- Manage Multiple Excel Files
- Interpret Excel Results
- Manage Pivot Tables
- Manage Range Selection
- Read From Excel Files
- Manage Databases in Excel
- Compare CSV Files
- Compare Numeric Values
- Sort Data in Excel Files
- Filter and Delete Rows in Excel Files
- Manipulate Range Selections
- Verify Excel Workbook Data
- Read, Write, and Append Data in Excel
- Google Workspace
- Release notes
- About the Google Workspace activities package
- Project compatibility
- Add Attendee
- Create Event
- Delete Event
- Modify Event
- Search Events
- Use Google Drive
- Share File
- Delete File Permission
- Get File Permissions
- Update File Permission
- Copy File
- Create Folder
- Delete File
- Download File
- Find Files and Folders
- Get File Info
- Move File
- Upload File
- Create Document
- Create New Spreadsheet
- Get Mail Messages
- Send Mail Messages
- Change Labels
- Use Google Spreadsheet
- Add Delete Columns
- Add Delete Rows
- Auto Fill Range
- Add New Sheet
- Append Row
- Batch Spreadsheet Updates
- Copy Sheet
- Copy Paste Range
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Clear Range
- Download Spreadsheet
- Use Google Document
- Batch Document Updates
- Get Document
- Get Text Index
- Insert Text
- Replace Text
- Read All Text
- Create Script Project
- Get Project Content
- Upload Script File
- Create Deployment
- Run Script
- Mail
- Microsoft 365
- Release notes
- About the Microsoft 365 activities package
- Project compatibility
- Connections
- AddEmailCategories
- ArchiveEmail
- DeleteEmail
- DownloadEmail
- DownloadEmailAttachment
- DownloadEmailAttachments
- ForwardEmail
- GetEmail
- GetEmailAttachmentsInfo
- GetEmails
- GetMailFolders
- GetNewestEmail
- MarkEmailAsRead
- MarkEmailAsUnread
- MoveEmail
- RemoveEmailCategories
- ReplyToEmail
- SendEmail
- TurnOffAutomaticReplies
- TurnOnAutomaticReplies
- Merge multiple sheets into a new summary Excel sheet
- Automatically accept calendar invites from your manager
- Move files to dedicated folders by type
- Verify if new employment documents (I9 and ID) match
- Add new customers to a SharePoint List
- Delete SharePoint List items newer than yesterday
- Notify me on Slack when an important Outlook Email is received
- Include creation date in new OneDrive file names
- Notify me by email when a new file is created
- Add Sheet
- Append Range
- Clear Range
- Copy Range
- Copy Sheet
- Create Workbook
- Delete Range
- Delete Sheet
- Get Cell Color
- Get Sheets
- Read Cell
- Read Column
- Read Range
- Read Row
- Rename Sheet
- Write Cell
- Write Range
- Set Range Color
- Create Table
- Get Table Range
- Insert Column
- Delete Column
- Insert Rows
- Delete Rows
- VLookup Range
- Use OneDrive & SharePoint
- Copy File/Folder
- Create Folder
- Delete File/Folder
- Download File
- Export File as PDF
- Find Files And Folders
- Get File/Folder
- Move File/Folder
- Upload File
- Share File/Folder
- For Each File/Folder
- Forward Mail
- Get Mail
- Move Mail
- Send Mail
- Reply to Mail
- Delete Mail
- Set Mail Categories
- Add Attachment
- Add Attendee
- Add Location
- Create Event
- Delete Event
- Find Meeting Times
- Get Calendars
- Modify Event
- RSVP
- Search Events
- Create Group
- Delete Group
- Get Group
- List Groups
- Create Bucket
- Delete Bucket
- List Buckets
- List Bucket Tasks
- Create Plan
- Get Plan
- List Plans
- Create Task
- Delete Task
- Get Task
- List Tasks
- Update Task
- For Each List
- Get List Info
- For Each List Item
- Delete List Item
- Add List Items
- Update List Item
- Get List Items
- Presentations
- Release Notes
- About the Presentations activity package
- Project Compatibility
- Add or Update Powerpoint Sensitivity Label
- Add Data Table to Slide
- Add File to Slide
- Add Image or Video to Slide
- Add New Slide
- Add Text to Slide
- Copy Paste Slide
- Delete Slide
- Format Slide Content
- Get Powerpoint Sensitivity Label
- Replace Text in Presentation
- Paste Item Into Slide
- Run Presentation Macro
- Save PowerPoint File As
- Save Presentation as PDF
- Use PowerPoint Presentation
- Word
- Release Notes
- About the Word Activities Package
- Project Compatibility
- Word Application Scope / Use Word File
- Add or Update Word Sensitivity Label
- Add Hyperlink to Document
- Add Picture
- Append Text
- Get Word Sensitivity Label
- Insert DataTable in Document
- Paste Chart/Picture Into Document
- Read Text
- Replace Picture
- Replace Text in Document
- Save Document As
- Save Document as PDF
- Set Bookmark Content
About the Microsoft 365 activities package
Microsoft 365 is a cloud-based subscription service that brings together the best tools for the way people work today. By combining best-in-class apps like Excel and Outlook with powerful cloud services like OneDrive and SharePoint, Microsoft 365 lets anyone create and share anywhere on any device.
The Microsoft 365 activities package gives you the ability to automate interactions with Microsoft 365 applications. Integrating with the Microsoft Graph API, the activities enable your Robots to:
- manage OneDrive and SharePoint files
- manage SharePoint lists
- create and edit Excel workbooks
- search and send Outlook emails
- manage Outlook calendars
- trigger automations when certain events happen.
Activity type | Project compatibility | Available in Studio Web | Authentication methods |
---|---|---|---|
Classic activities | Windows-Legacy, Windows | Registered Microsoft 365 application in Azure Active Directory. See all authentication types. | |
Activities | Windows, Cross-platform compatible | OAuth 2.0, through Integration Service connectors | |
Trigger activities | Windows, Cross-platform compatible | OAuth 2.0, through Integration Service connectors |
If you're ready to start using the Microsoft 365 activities, see the Get Started section below. To learn more about the package, keep reading Establish Connection and Technical References. To see each activity's project compatibility, see Project compatibility.
Integration Service connection
The Microsoft 365 modern and trigger activities establish an authenticated connection to your Microsoft 365 applications via Integration Service connectors: the Microsoft OneDrive & SharePoint connector and the Microsoft Outlook 365 connector.
Once you create connections in UiPath Automation Cloud > Integration Service, they can be reused in all other Microsoft 365 activities.
To learn more about Integration Service connections, see Set up Integration Service connectors and the Integration Service guide.
Standard connection
To enable the outbound automation between UiPath and Microsoft 365, the Classic activities establish an authenticated connection to your Microsoft 365 applications via the Microsoft Office 365 Scope activity.
After your connection is established, you can add the other Microsoft 365 activities to create new automation projects, or add them to existing projects to extend the automation capabilities to include Microsoft 365 applications.
To establish an authenticated connection, the Microsoft 365 activities need authorization from the Microsoft identity platform.
To enable authorization, you first register your Microsoft 365 application in your Azure Active Directory (using your personal, work, and/or school Microsoft 365 account). When registering your application, you assign Microsoft Graph API permissions to specify the resources your Robot can access on your behalf.
After registering your Microsoft 365 application, Azure Active Directory assigns a unique application (client) ID that you enter in the Microsoft Office 365 Scope activity. The ApplicationID is used to collect the necessary information about your registered app to initiate authentication and get the access token to establish the connection.
Each Microsoft 365 activity calls a Microsoft Graph API using the request parameters you enter in the activity's input properties. If the call is successful, the activity outputs the relevant response elements (i.e., output properties) that you can use as input property values in subsequent activities, queue items in an existing Queue, etc.
For a complete list of the Microsoft Graph APIs used by each activity and links to the relevant API documentation, see the Technical References page. You don't need to be familiar with the Microsoft Graph APIs to use the activities. These links are for informational purposes only in case you want to learn more about the action happening "behind-the-scenes".
Before you build your first project, complete the steps in the Setup guide:
- If you're using Integration Service, see Set up Integration Service connectors
- If you're using a classic Azure app, see Set up your Microsoft 365 Azure app.
After you complete the setup, take a look at some examples:
- If you're using the cross-platform activities, check out the Examples page. These guides present some of the most common usecases of Microsoft365 activities and provide step-by-step instructions to help you create working samples.
- If you're using the classic activities, check out the Quickstart guides. These guides provide step-by-step instructions to help you create working samples of the different activities so that you can verify the connection to your registered app and get familiar with the input/output properties.