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Send answers to Excel
A row per response in an Excel workbook in your OneDrive, made for the form. New questions become new columns. Work, school and personal Microsoft accounts all work.
Set it up
- In Agent002, open the form, go to Destinations → Excel and choose Connect a Microsoft account.
- Sign in to Microsoft and allow Agent002 to create and update files in your OneDrive.
- Back in Agent002, the workbook is made: OneDrive → Agent002 → (form name) – responses.xlsx. Choose Open workbook to see it.
- Choose Send a test. A row starting with TEST appears.
Good to know
- The answers are in a table on the sheet Responses. Sort, filter and add your own columns to the right; don’t rename the table or move the file to another drive.
- Answers are written as text, so an answer starting with “=” can never run as a formula.
- Files appear as their names with a link to them in Agent002, which asks for a sign-in.
- Microsoft only lets Agent002 ask for access to your files in general, not just the ones it made. It only ever opens the workbooks it created.
- At work, your Microsoft 365 admin may need to approve Agent002 first. If you see “Need admin approval”, send them this page: they approve it once, for everyone, in Microsoft Entra.
- Disconnect the account on the Connections page; workbooks stay in your OneDrive.
- Excel is on the paid Business plans.