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Automate your tasks with the Automate tab—now in Excel for Windows and Mac

NancyatMSFT's avatar
NancyatMSFT
Icon for Microsoft rankMicrosoft
Jan 03, 2023

The Automate tab is growing beyond your web browser and onto your desktop! Starting today, the Automate tab is now available for all eligible enterprise users in Excel for Windows and Mac. Previously, this tab was only available in Excel on the web. 

 

With this new tab, create and modify scripts that automate your repetitive tasks using Office Scripts. Enhance your workbook by connecting popular applications like Microsoft Teams or SharePoint to build workflows with Power Automate. Combine these productivity technologies to have Power Automate schedule your Office Script. This tab represents the first stage of uniting automation solutions across platforms. We’re eager to hear your feedback! 

 

 

How it works 

Here‘s how to view and run scripts. 

  1. Open any workbook in Excel for Windows or for Mac and select the Automate tab.  
  2. Select a script from the gallery or from the All Scripts task pane.  
  3. Click the Run button on the script’s detail page to run the script.   

     

Here’s how to make a new script.  

  1. Open any workbook in Excel for Windows or for Mac and navigate to the Automate tab. All the scripts in your workbook are available, as well as our samples.
  2. Make your own script by selecting the New Script button.  

     

  3. To modify an existing script, select Edit on the script’s details page, or select the pencil icon by hovering over any script in the All Scripts task pane. 

Follow these steps to connect your automations to other applications. 

  1. In Excel on the web, for Windows, or for Mac, open an Excel workbook.  
  2. Select Automate > Automate a Task.  

     

  3. Select the template you want to use.  

     

  4. Sign in, provide the required information, and then select the Create button.  

Learn more 

Want to get started with streamlining repetitive tasks? Check out our documentation below: 

 

Share your feedback   

We'd love to hear your feedback as you try out our feature! Give us feedback through the Feedback button located in the Help tab. Include the phrase "Office Scripts" or “Power Automate” to ensure the feedback gets properly routed to our team!  

Updated Nov 09, 2023
Version 5.0

49 Comments

  • TedGoessling's avatar
    TedGoessling
    Copper Contributor

    NancyatMSFT - Thanks for the quick response! Please do pass this along to the Excel team. It's hard not to view this as "broken" for GCC customers. GCC customers are (sadly) used to missing out on cool new stuff, but it's not OK to show our 35,000 users an entirely new but unusable tab in a high-profile application like Excel. When they see that everything is greyed out, some will open support tickets with our service desk, which wastes everyone's time.

  • Jenwright you can view your flows inside of Power Automate portal by going here or you can redownload the flow add-in to view your flows inside of the Excel. Here is the link that walks you through how to download the extension.

  • TedGoessling Office Scripts is currently available for E3/E5 licenses. We have plans to investigate GCC support but don't timelines to share at this time. Sorry to hear about this though - I'll share this feedback with the team since a greyed out experience doesn't seem great.

  • TedGoessling's avatar
    TedGoessling
    Copper Contributor

    The Automate tab is visible in my instance of Excel for Windows (Microsoft Excel for Microsoft 365 MSO (Version 2211 Build 16.0.15831.20098) 64-bit).  Unfortunately, all functionality is greyed out.  I have a G5 license in the Government Community Cloud (GCC). 

    Is this supposed to be working?

     

  • Jenwright's avatar
    Jenwright
    Copper Contributor

    So where do flows show up inside a workbook once they are created? Thanks!

  • Jenwright's avatar
    Jenwright
    Copper Contributor

    Thanks, Ravon314. No, I don't see a link in my Data tab to my flows.

     

  • Hi Jen, are you still able to see your flows from the data tab in Excel?

  • Jenwright's avatar
    Jenwright
    Copper Contributor

    So I created an instant flow - thank you - but how do I get it to "appear" in my Excel spreadsheet?

     

    I used to see my Flows for a workbook in the panel that would open up on the right, but now all I see are links to templates to create a new flow.