Unlock the full potential of your data with Excel automation

Spreadsheets touch nearly every aspect of work, from tracking numbers and analyzing trends to consolidating reports from multiple sources; but managing them manually can quickly drain your time and focus. Excel automation handles these repetitive workflows, helping you stay productive and in control of your data.

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What is Excel automation?

Excel automation lets software bots handle both routine and complex spreadsheet tasks with speed and accuracy. They can navigate through sheets, enter and validate data, apply formulas, filter columns, and move information between systems.

By managing processes like report consolidation, data validation, and cross-system transfers, automation frees you from repetitive work and makes spreadsheet operations faster, more reliable, and scalable.

Automate a variety of UI actions

Automate a variety of Excel actions

Read, write, calculate, or format effortlessly. Select from a rich collection of Excel actions to interact with cells and sheets, process data, and streamline spreadsheet tasks.

How can Zoho RPA help with web automation?

Zoho RPA makes Excel automation effortless, with a wide range of native Excel tasks that you can drag and drop to create powerful automations without writing code. The task-level recorder complements this by letting you indicate a specific cell or range to capture spreadsheet actions directly from the UI, simplifying repetitive operations.

These capabilities deliver reliable, scalable Excel automation that keeps workflows running smoothly, even as data volumes and process complexity grows.

What types of Excel tasks can you automate with Zoho RPA?

Workbook & sheet management

Automate all your workbook and sheet tasks, from opening, saving, and closing files to adding new sheets and switching between sheets. Bots keep your workbooks structured, organized, and ready for any workflow.

 

Data entry and updates

Streamline data handling by reading and writing to cells, autofilling values, and updating existing information consistently. Bots can also validate data and ensure accuracy across large datasets without manual effort.

 

Advanced task automation

Automate repetitive or complex tasks by running macros, looping through rows, or applying formulas across multiple sheets. This category covers powerful actions that normally require time-consuming manual effort or programming knowledge.

 

Integrated data movement

Move and synchronize data between Excel and other applications, such as CRMs, ERPs, or custom desktop tools. Bots ensure your spreadsheet data stays accurate and up-to-date across platforms, reducing errors and eliminating manual data entry.

 

Cross-platform Excel automation

Zoho RPA supports both desktop and online versions of Excel, making it versatile across different environments. It works seamlessly with multiple versions, including Excel 2013, Excel 2016, and Excel 2019, ensuring your automations run reliably regardless of which Excel you use.

 

Connect with 1,000+ applications

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Use cases for Excel automation

Retail

Update Excel sheets with inventory levels, product listings, and pricing across platforms automatically.

Human resources

Populate Excel sheets with employee records, onboarding data, attendance logs, and payroll information.

Marketing

Segment leads, consolidate campaign metrics, and update Excel dashboards in real time.

Supply chain & operations

Track stock, purchase orders, and operational data directly in Excel automatically.

Finance

Reconcile accounts, generate financial reports, and fill client data into Excel sheets.

3 steps to get started with Zoho RPA

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STEP 1

Install our agent

 

STEP 2

Record your UI actions

 

STEP 3

Run your automation