Introduction
Excel workflow activities automate Microsoft Excel workbooks within IB-X workflows.
Unlike traditional desktop automation approaches, Excel activities do not require separate Open Workbook or Close Workbook steps. Each activity operates independently by opening the specified workbook, performing the requested operation, saving any changes, and then closing the workbook.
Excel workbooks are referenced using a Workbook File, which is typically obtained from a previous workflow activity such as a cloud storage download, email attachment retrieval, document management system integration, or workbook creation activity.
Many Excel activities also operate on a specific worksheet and target specific cells, ranges, rows, or columns within that worksheet. To simplify configuration and documentation, common concepts are documented separately:
