Get emailed Excel files into CSV format
Skip the manual conversion step. Notis can convert Excel files found in new emails and report the result where you prefer.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Convert Excel to CSV
Tool to convert excel files to csv. use when you have an excel file (local upload or url) and need a csv output. use after uploading or providing file url.
Why this helps
Converting spreadsheet attachments one by one interrupts the work you were trying to get to.
- Reduce repetitive spreadsheet conversion work.
- Process new Excel files when they arrive.
- Keep the conversion result attached to a run report.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to convert Excel files in new emails to CSV and report the result.
- 4Choose the New Email Received trigger and select where run reports should go.
- 5Test with one real email containing an Excel file.
Questions about this workflow
What file does the conversion action accept?
It converts an Excel file provided by local upload or URL. The workflow should use an Excel file available from the email.
Can I request an HTML version instead?
Yes. Conversion tools has a separate Excel to HTML action, which can be selected when that is the desired output.
Where do I receive run updates?
Choose your report channel when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Conversion tools. A trigger fires from one place; an action lands in another.
Agent mail triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to convert excel files to csv. use when you have an excel file (local upload or url) and need a csv output. use after uploading or providing file url.
New Email Received
Trigger for new emails in an AgentMail inbox
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Connect any two apps with Notis in the middle.
Agent mail and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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