Integrations Cradl AI Microsoft Excel
Cradl AI + Microsoft Excel

Connect Cradl AI and Microsoft Excel to Build Intelligent Automations

Choose a Trigger

Cradl AI

When this happens...

Choose an Action

Microsoft Excel

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Triggers when a new document is created.

New Dataset

New Dataset

Triggers when a new dataset is created.

Request a new Trigger for Cradl AI

Do thisActions

Action is the task that follows automatically within your Cradl AI integrations.

List Documents

List Documents

Get all existing documents.

Create Dataset

Create Dataset

Create a new dataset.

Create Document

Create Document

Create a new document.

List users

List users

Get all existing users.

List Agent

List Agent

List all Agent in Cradl AI.

Create agent

Create agent

Create a new agent.

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Step by step guides to integrate Cradl AI and Microsoft Excel

Frequently Asked Questions

How do I start an integration between Cradl AI and Microsoft Excel?

To start, connect both your Cradl AI and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in Cradl AI triggers actions in Microsoft Excel (or vice versa).

Can we customize how data from Cradl AI is recorded in Microsoft Excel?

Absolutely. You can customize how Cradl AI data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cradl AI and Microsoft Excel?

The data sync between Cradl AI and Microsoft Excel typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cradl AI to Microsoft Excel?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cradl AI and Microsoft Excel?

Yes, you can set conditional logic to control the flow of data between Cradl AI and Microsoft Excel. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Cradl AI

About Cradl AI

Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.

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Microsoft Excel

About Microsoft Excel

Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns

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