> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contactswing.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Excel Agentic AI

Learn how to integrate Microsoft Excel with ContactSwing's phone capabilities. This guide shows you how to automate Excel-triggered communications.

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## 🎥 Video walkthrough

<div class="card-video">
  <video src="https://storage.googleapis.com/helpsessionvideos/Contactswing/Videos/microsoft.mp4" autoplay playsinline controls title="Microsoft Excel to Contactswing Workflow" />
</div>

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## Step-by-step guide

<Steps>
  <Step title="Set up your Microsoft Excel trigger">
    * **Trigger:** New Row
    * **Connection:** `Microsoft-Excel`
    * **Worksheet:** Select the worksheet where you’ll be adding new rows.
    * Every time you add a new row, this trigger will activate the flow.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/me1.jpg" alt="Workflow" />
  </Step>

  <Step title="Configure the Contactswing Call action">
    * In Contactswing, choose **CALL** as the response type.
    * Enter the required details for the Contactswing Call action, such as the phone number to call and the message to deliver.
    * Whenever a new row is added in Excel, Contactswing will automatically place a phone call using the configured details.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/me2.jpg" alt="Workflow" />
  </Step>

  <Step title="Activate your Agentic AI Flow">
    * Review all trigger and action settings.
    * Click **Publish** to activate the flow.
    * Once published, the system will automatically trigger the phone call every time a new row is added in Microsoft Excel.
  </Step>
</Steps>

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## Example scenario

* A customer’s details are added as a new row in your Excel worksheet.
* This new row triggers the Agentic AI flow.
* Contactswing automatically initiates a phone call to the customer with the configured message or agent interaction.

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## Benefits

* **Automation:** No need for manual dialing or monitoring.
* **Timely responses:** Customers receive instant, personalized calls.
* **Customizable:** Adapt the call content and workflow to your business needs.

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By integrating Microsoft Excel with Contactswing, you can deliver real-time engagement and create a seamless, professional experience for every customer. 🤖