How to combine Excel data with email data

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

1. Add the Pull from Excel file step to your Flow
2. Upload your Excel file
3. Select the specific sheet you want to import
4. Configure any additional import settings
5. 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

1. Add the Pull from inbound email step to your Flow
2. Within email settings, copy your Flow's email address
3. Specify the attachment type (if applicable)
4. Forward or send an email to the Flow's email address
5. Click "Refresh data" to pull in your email
6. 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

• Extracting data with AI
• Categorize data with AI
• Standardize data with AI

How to use

1. Add the Combine tables step to your Flow
2. Select your Excel and email data sources
3. Choose the matching columns
4. Configure the combination method
5. 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.