Free template: combine Excel data with email data
Combine Excel data with Email data without writing a single line of code.
The Parabola Team
Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- Set up your data sources by creating a new Parabola flow, uploading your Excel file, and linking your email service.
- Configure your Excel import by selecting the relevant worksheets and ranges. Ensure your spreadsheet data is properly structured.
- Set up email data extraction by specifying which emails to pull and what information to capture. This could include customer feedback, notifications, or team communications.
- Combine your datasets using Parabola's transformation tools. This step enables you to match corresponding information and create rules for merging your data.
- Generate your results by previewing the combined data and running your automated flow. Once set up, this process will handle updates automatically.
How to use Parabola's Excel integration
Parabola seamlessly integrates with Excel files to transform your static spreadsheets into dynamic, automated workflows.
- Import Excel data directly into your Flow without manual copying and pasting
- Maintain data structure and formatting during the import process
- Automatically update your Flow when source Excel files change
Retrieving data from Excel
Parabola's Pull from Excel file step allows users to easily import their spreadsheet data into their Flow. This step handles various Excel file formats and automatically recognizes column headers and data types, making it simple to begin working with your data immediately.
Key features
- Automatic column type detection
- Support for multiple sheets within a workbook
- Preservation of data formatting
- Handling of merged cells
- Error checking and validation
How to use
- Add the Pull from Excel file step to your Flow
- Upload your Excel file
- Select the specific sheet you want to import
- Configure any additional import settings
- Preview your data before proceeding
How to Parabola's email integration
Parabola's email integration capabilities allow you to harness the valuable data contained within your email communications, including email attachments.
- Extract and process email data automatically
- Transform email content into structured data
- Combine email insights with other data sources
Pulling data from email
Parabola's email integration allows you to pull data directly from your email accounts, making it easy to extract and process information from your messages and attachments.
Key features
- Process any email sent to your inbox
- Attachment processing (CSV, Excel, PDF)
- Standardize attachments across suppliers, vendors, and carriers
- Extract email sender and recipient information, file name, and email metadata
- Filter capabilities
- Automated scheduling
How to use
- Add the Pull from inbound email step to your Flow
- Within email settings, copy your Flow's email address
- Specify the attachment type (if applicable)
- Forward or send an email to the Flow's email address
- Click "Refresh data" to pull in your email
- Adjust the fields and validate your final output
Combining Excel and email data
When you need to merge data from Excel and email sources, Parabola's Combine tables step provides a straightforward solution. This powerful feature allows you to match and merge data based on common fields, creating a unified dataset that captures insights from both sources.
Key features
- Multiple combining table methods
- Automatic column matching
- Extract text
- Remove duplicates
- Preview of combined data
AI workflow automations
How to use
- Add the Combine tables step to your Flow
- Select your Excel and email data sources
- Choose the matching columns
- Configure the combination method
- Review and validate the combined output
Practical use cases and examples
Customer engagement tracking
Combine customer purchase history from Excel with email interaction data to create a comprehensive view of customer engagement. This allows businesses to identify patterns between email responsiveness and purchasing behavior.
Sales pipeline automation
Merge sales pipeline data from Excel with email correspondence to automatically update lead status and trigger follow-up actions based on email interactions and deal progress.
Marketing campaign analysis
Connect email campaign metrics with sales data from Excel to measure campaign effectiveness and calculate accurate ROI for marketing initiatives.
By combining Excel and email data in Parabola, you can create powerful automated workflows that unlock new insights and drive business efficiency. The drag-and-drop interface makes it easy to build these integrations without coding, while the visual Flow builder helps you understand and optimize your data processes at every step.
