Connect Productive.io to Microsoft Excel

Both apps 125Productive.io 34Microsoft Excel 91

• Trigger
  New time entry

  Triggers when a new time entry is tracked in Productive.

• Action
  Add Comment to Deal

  Adds a comment to a deal in Productive.

• Action
  Add comment to task

  Adds a comment to a task in Productive.

• Action
  Add expense

  Creates a new expense in Productive, optionally allocated to a budget service.

• Action
  Add invoice

  Creates a new invoice for a client company in Productive.

• Action
  Add time entry

  Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.

• Action
  Create Booking

  Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.

• Action
  Create Company

  Creates a new company (client) in Productive with its billing, invoicing and contact details.

• Action
  Create Contact

  Creates a contact (person) in Productive, linked to a client company.

• Action
  Create Deal

  Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.

• Action
  Create Project

  Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.

• Action
  Create Service

  Creates a service (a billable line of work) on a Productive deal or budget.

• Action
  Create Task

  Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.

• Action
  Create Task List

  Creates a task list inside a project folder in Productive.

• Action
  Delete task

  Permanently deletes a task in Productive.

• Action
  Find Contact

  Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.

• Action
  Find Deal

  Finds deals in Productive by name, number or company and returns the matches.

• Action
  Find invoices by criteria

  Returns invoices matching an invoice number and/or company, with the first match and a count.

• Action
  Find projects by criteria

  Finds projects matching a name, client company, project manager or status, returning the matches and the first one.

• Action
  Find Task

  Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.

• Action
  Find time entries by criteria

  Returns time entries matching the criteria you give, such as person, service, task or date range.

• Action
  Find User

  Finds users (team members) in your Productive organization by name or email and returns the matches.

• Action
  Get Booking

  Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.

• Action
  Get Comment

  Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.

• Action
  Get Expense

  Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.

• Action
  Get Service

  Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.

• Action
  Get Task List

  Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.

• Action
  Update booking

  Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.

• Action
  Update company

  Updates an existing company in Productive. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing contact (person) in Productive. Only the fields you fill in are changed.

• Action
  Update Deal

  Updates an existing deal or budget in Productive, changing only the fields you fill in.

• Action
  Update project

  Updates an existing project in Productive. Only the values you fill in are changed.

• Action
  Update Task

  Updates an existing task in Productive. Only the values you fill in are changed.

• Action
  Update time entry

  Updates an existing time entry in Productive, changing only the fields you fill in.

• Action
  Add Chart

  Add a chart to a worksheet using microsoft graph api.

• Action
  Add Named Item

  Add Named Item

• Action
  Add Sharepoint Worksheet

  Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.

• Action
  Add Table

  Create a table over a range in an Excel workbook.

• Action
  Add Table Column

  Add a column to a table using microsoft graph api.

• Action
  Add Table Row

  Add a row to a table using microsoft graph api.

• Action
  Add Workbook Permission

  Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.

• Action
  Add Worksheet

  Add a new worksheet to an excel workbook using microsoft graph api.

• Action
  Apply Table Filter

  Apply a filter to a table column using microsoft graph api.

• Action
  Apply Table Sort

  Apply a sort to a table using microsoft graph api.

• Action
  Calculate Function

  Run one allowlisted Microsoft Graph v1.0 workbook function.

• Action
  Calculate Workbook

  Calculate Excel Workbook

• Action
  Clear Range

  Tool to clear values, formats, or contents in a specified worksheet range. use when you need to reset cells before adding new data.

• Action
  Clear Table Filter

  Clear a filter from a table column using microsoft graph api.

• Action
  Clear Table Filters

  Clear All Table Filters

• Action
  Clear Table Sort

  Clear Table Sort

• Action
  Close Session

  Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks.

• Action
  Convert Table To Range

  Convert a table to a range using microsoft graph api.

• Action
  Copy Drive Item

  Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested.

• Action
  Create Folder

  Create a folder under a parent Microsoft Graph drive item.

• Action
  Create Workbook

  Create an .xlsx workbook in the user's OneDrive, from a file URL or blank.

• Action
  Delete Named Item

  Permanently delete a workbook-scoped named item; this cannot be undone.

• Action
  Delete Range

  Delete worksheet cells and shift the remaining cells up or left.

• Action
  Delete Table

  Permanently delete an Excel table by its ID or name.

• Action
  Delete Table Column

  Delete a column from a table using microsoft graph api.

• Action
  Delete Table Row

  Delete a row from a table using microsoft graph api.

• Action
  Delete Worksheet

  Tool to delete a worksheet from the workbook. use when cleaning up unused or temporary sheets after verifying no dependencies exist. example: "delete 'sheet2' after review."

• Action
  Export Workbook To Pdf

  Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.

• Action
  Get Application

  Get Excel Application

• Action
  Get Chart

  Get chart

• Action
  Get Chart Axis

  Tool to retrieve a specific axis from a chart. use when you need properties like min, max, interval, and formatting of the chart axis.

• Action
  Get Chart Data Labels

  Tool to retrieve the data labels object of a chart. use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

• Action
  Get Chart Image

  Get chart image

• Action
  Get Chart Legend

  Tool to retrieve the legend object of a chart. use after creating or updating a chart when you need to inspect legend visibility and formatting.

• Action
  Get Chart Point

  Get chart point

• Action
  Get Chart Series

  Get chart series

• Action
  Get Named Item

  Retrieve a workbook-scoped named item by exact name.

• Action
  Get Named Item Range

  Get Named Item Range

• Action
  Get Range

  Get a range from a worksheet using microsoft graph api.

• Action
  Get Session

  Create a session for an excel workbook using microsoft graph api.

• Action
  Get Sharepoint Range

  Get a range from a worksheet in sharepoint using microsoft graph sites api.

• Action
  Get Sharepoint Worksheet

  Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.

• Action
  Get Table

  Retrieve one workbook- or worksheet-addressed table by ID or exact name.

• Action
  Get Table Column

  Tool to retrieve a specific column from a workbook table. use when you need to fetch column properties and data by its id or name.

• Action
  Get Table Column Range

  Get Table Column Range

• Action
  Get Table Range

  Get Table Range

• Action
  Get Table Row

  Get Table Row

• Action
  Get Table Row Range

  Get Table Row Range

• Action
  Get Table Sort

  Get Table Sort

• Action
  Get Visible Range

  Read cells visible after worksheet filtering.

• Action
  Get Workbook

  Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.

• Action
  Get Worksheet

  Get a worksheet by name or id from an excel workbook using microsoft graph api.

• Action
  Get Worksheet Protection

  Get Worksheet Protection

• Action
  Get Worksheet Used Range

  Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.

• Action
  Insert Range

  Tool to insert a new cell range into a worksheet, shifting existing cells down or right. use when you need to create space for new content without overwriting.

• Action
  List Chart Points

  List chart points

• Action
  List Charts

  List charts in a worksheet using microsoft graph api.

• Action
  List Chart Series

  Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis.

• Action
  List Comments

  Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.

• Action
  List Drive Item Children

  Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.

• Action
  List Files

  List files and folders in a drive root or specified path.

• Action
  List Named Items

  List named items in a workbook using microsoft graph api.

• Action
  List Sharepoint Tables

  List tables in a sharepoint worksheet using microsoft graph sites api.

• Action
  List Sharepoint Worksheets

  List worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.

• Action
  List Table Columns

  List columns in a table using microsoft graph api.

• Action
  List Table Rows

  List rows in a table using microsoft graph api.

• Action
  List Tables

  List tables in a worksheet using microsoft graph api.

• Action
  List Workbook Permissions

  Tool to list permissions set on the workbook file. use when you need to see which users or links have access to a specific excel file by supplying its drive and item ids. example: "list permissions for workbook with drive id 'b!abc123' and item id '0123456789abcdef'."

• Action
  List Worksheets

  List worksheets in an excel workbook using microsoft graph api.

• Action
  Merge Cells

  Merge cells in a worksheet range using microsoft graph api.

• Action
  Protect Worksheet

  Tool to protect a worksheet using optional protection options. use when you need to prevent editing certain parts of a sheet before sharing. example: "protect 'sheet1' to lock formatting and sorting."

• Action
  Reapply Table Filters

  Reapply All Table Filters

• Action
  Reapply Table Sort

  Reapply Table Sort

• Action
  Refresh Session

  Refresh Excel Session

• Action
  Search Files

  Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.

• Action
  Search Microsoft 365 Content

  Search OneDrive and SharePoint content using Microsoft Search.

• Action
  Set Chart Data

  Set chart data

• Action
  Set Chart Position

  Set chart position

• Action
  Sort Range

  Sort a range in a worksheet using microsoft graph api.

• Action
  Unmerge Range

  Split a merged worksheet range back into separate cells.

• Action
  Unprotect Worksheet

  Remove protection from a worksheet so it can be edited again.

• Action
  Update Chart

  Update a chart in a worksheet using microsoft graph api.

• Action
  Update Chart Legend

  Tool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist.

• Action
  Update Chart Series

  Rename one Excel chart series by ID or zero-based collection position.

• Action
  Update Range

  Update a range in a worksheet using microsoft graph api.

• Action
  Update Sharepoint Range

  Update a range in a sharepoint worksheet using microsoft graph sites api.

• Action
  Update Table

  Update a table in a workbook using microsoft graph api.

• Action
  Update Table Column

  Update Table Column

• Action
  Update Table Row

  Update Table Row

• Action
  Update Worksheet

  Update worksheet properties (name, position) in an excel workbook using microsoft graph api.

• Action
  Upload Workbook

  Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.