# How to Integrate Microsoft Excel with Planner

> To integrate Microsoft Excel with Planner, create an automated cloud flow in Power Automate by naming it, selecting a Planner trigger, configuring its parameters, adding an Excel Online action with your file details, and saving the custom flow to instantly connect your accounts.

Canonical: https://livedemo.ai/tutorials/how-to-integrate-microsoft-excel-with-planner/
Apps: Microsoft, Excel
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a444aab56e05a00fed440/preview?step=1

## Steps

1. Inside the main dashboard of your Power Automate, navigate to the left-side panel and click 'Create'.
2. Select 'Automated Cloud Flow' from the available options.
3. After that, prepare a unique Flow Name and enter it into the provided input field.
4. Search for 'Planner' and then choose the specific Trigger you prefer to use.
5. Once done, tap 'Create' to proceed.
6. Following that, click the Trigger tab to set up the parameters accordingly.
7. Configure the settings based on your preferences. Simply provide your preferred Interval, Frequency, Time Zone, and Start Time.
8. Subsequently, click the 'Add' icon to calibrate your desired Action.
9. Find and click 'Excel Online' from the available options.
10. Subsequently, choose the corresponding Action you wish to use.
11. Set up the parameters afterwards by specifying your preferred Location, Document Library, File, and Name.
12. Once done, tap 'Save' to run and enable the custom flow.
13. After completing these steps, your Microsoft Planner account will be integrated instantly with Microsoft Excel.