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Create Workbook

Creates a workbook in Microsoft Excel 365.

This node is also exposed as an AI Agent tool.

This node has 1 input port and 1 output port.

Common Properties​

Every node shares these.

  • Name — the node's display name on the canvas.
  • Color — the node's colour on the canvas.
  • Delay Before (sec) — wait this long before the node runs.
  • Delay After (sec) — wait this long after the node runs.
  • Continue On Error — carry on instead of failing the flow. Defaults to false.
info

When Continue On Error is true the error is not raised at all, so a Catch node will not see it either.

Inputs​

PropertyFieldDescription
Workbook NameinFileNameName for the new workbook (e.g. Budget.xlsx)

Outputs​

PropertyFieldDescription
Workbook IDoutWorkbookIDID to use with other Excel nodes
Workbook InfooutWorkbookCreated workbook information

Options​

PropertyFieldDescription
CredentialsinCredentialsMicrosoft 365 credentials (OAuth2 or Service Account)
Drive IDoptDriveIDDrive ID (optional - uses user's OneDrive if not specified)
Folder PathoptFolderPathFolder path (e.g. /Documents) - creates in root if not specified

Requirements​

  • Azure AD App (Client Credentials) — Use Azure AD app registration with client credentials for server-to-server authentication.
    • tenant_id — Tenant ID (text, required). Azure AD tenant ID (Directory ID)
    • client_id — Application (Client) ID (text, required). Azure AD application (client) ID
    • client_secret — Client Secret (password, required). Azure AD application client secret
    • user_email — User Email (Optional) (text, optional). Email of user whose OneDrive to access. Required for accessing user's OneDrive files.
  • OAuth2 (Delegated) — Authorize via browser to access Excel files on behalf of a user.
    • _redirect_url — Redirect URL (readonly, optional). Add this to your Azure app's Redirect URIs
    • tenant_id — Tenant ID (text, required). Azure AD tenant ID، or 'common' for multi-tenant
    • client_id — Application (Client) ID (text, required). Azure AD application (client) ID
    • client_secret — Client Secret (password, required). Azure AD application client secret

Store these in a Vault and reference the vault item from the node, rather than typing the secret into the property.

Open Workbook · Close Workbook · List Workbooks · Get Workbook

Elsewhere in the package: List Worksheets · Create Worksheet · Delete Worksheet · List Tables · Create Table · Get Table Rows · Get Table Row · Set Table Row · Append Table Row · Read Range and 16 more

See also​