Prerequisites
A Browse AI account with at least one trained robot that extracts data
A Zapier account
Microsoft Excel (desktop application or online version with OneDrive)
Video walkthrough
Step-by-step instructions
Part 1: Prepare your Excel spreadsheet
Before setting up the Zapier integration, you need to prepare your Excel spreadsheet:
Create a new Excel spreadsheet or open an existing one
Set up the header row:
For best results, copy the column headers directly from your Browse AI robot's data table
Go to your Browse AI robot's results
Copy the column names you want to import
Paste them into the first row of your Excel spreadsheet
This ensures your column names match exactly with the data fields from Browse AI
Part 2: Building the Zapier integration
Create a new Zap in Zapier
Log in to your Zapier account
Click "Create Zap"
Set up the Browse AI trigger
Search for and select "Browse AI" as the trigger app
For the trigger event, select "New Task" (this is the only option)
Click "Continue"
Connect your Browse AI account if not already connected
Click "Continue"
Configure the Browse AI trigger
Select your workspace/team in Browse AI (important if you're a member of multiple workspaces)
Select your robot from the dropdown list
For Event Type, select "Task Execution Finish Successfully"
Click "Continue"
Click "Test Trigger" to pull in sample data from your robot
Review the sample data to ensure it looks correct
Click "Continue with selected record"
Add the Microsoft Excel action
Search for and select "Microsoft Excel" as the action app
Important: Choose "Add Rows" (plural with line item support) as the action event
Do NOT select "Add Row" (singular) as this will put all your data into one row
Connect your Microsoft Excel account if not already connected
Click "Continue"
Configure the Excel action
Select your OneDrive location (if applicable)
Select your spreadsheet from the dropdown list
If you don't see it, click "Load More Results"
Select the worksheet where you want the data to appear
Map the data fields from Browse AI to your Excel columns:
For each column field, type "/" and then "list" to filter your options
Select the corresponding field from your robot's data (e.g., position, name, description)
Make sure each column in your spreadsheet is mapped to the correct data field
Click "Continue"
Test the action to make sure data is sent correctly to Excel
Publish your Zap
Review your Zap setup
Give your Zap a descriptive name
Click "Publish" or "Turn on Zap"
Part 3: Testing the integration
Run your Browse AI robot
Go to your Browse AI dashboard
Navigate to your robot
Run the robot on a different dataset if desired (for example, scrape a different category)
The Zap will trigger instantly when the robot finishes successfully
Check your Excel spreadsheet
Open or refresh your Excel spreadsheet
Verify that the new data has been added correctly
Each item from your robot should appear as a separate row in Excel
Troubleshooting
If no data appears in Excel:
Verify your Zap is turned on
Check that your Browse AI robot ran successfully
Look at Zap history for any errors
If all data appears in a single row:
Make sure you selected "Add Rows" (plural) and not "Add Row" (singular) in the Excel action
If column data is mismatched:
Double-check that your Excel header row exactly matches the field names in your mapping
Ensure you've selected the correct fields from the Browse AI data
If you can't find your spreadsheet:
Click "Load More Results" in the spreadsheet selection dropdown
Make sure your spreadsheet is saved in the connected OneDrive account
Additional tips
You can set up your robot to run on a schedule in Browse AI, and the data will automatically flow to Excel
This same workflow can be extended to send data to other destinations beyond Excel
For large datasets, be aware of any rate limits or row limitations in your Excel plan