How to take automatic screenshots of private Microsoft Excel data with Make.com

Click the + Create a new scenario button

Add Microsoft 365 Excel Watch Worksheet Rows Trigger module

Search for and select the Microsoft 365 Excel app.

Select the Watch Worksheet Rows trigger module.

Configure Microsoft Excel module

Choose or connect your Microsoft Excel account in the "Connection" field.

Configure which worksheet data you want to monitor for your trigger. Click Save.

Select where you want your trigger to start. Click Save.

Add PagePixels Create a Custom HTML Screenshot module

Search for and select the PagePixels Screenshots app.

Select the Create a Custom HTML Screenshot action module.

Configure PagePixels module

Choose or connect your PagePixels account in the "Connection" field.

Add HTML tags into the "Custom HTML" field.

Click into the field and select the Excel data you want to include in your screenshot. For example:

<div id="metric" style="padding:20px;">
  <h1> Revenue  📊 </h1>
  <h2> {{1.row.b.text}} </h2>
</div>

Finish configuring your screenshot and click Save.

Use the screenshot in another Make app module.

Click the plus Add another module button.

For this example, we'll download the screenshot image using the HTTP Get a File module.

Search for and select the HTTP app.

Select the Get a File module.

Add the "Direct Link" item from PagePixels into the "URL" field. Click Save.

Attach the screenshot image to an Outlook email

Click the plus Add another module button.

Choose the Microsoft 365 Email (Outlook) app.

Select the Create and Send a Message module.

Choose or connect your Microsoft Outlook account in the "Connection" field.

Configure the required fields for your email message.

The Attachments > "File" field should auto-select the HTTP - Get a file item for you.

Finish configuring your email message. Click Save.

Test your Scenario

Click on the "Run once" play button to test your scenario.

After a successful test run in Make, an email will send with your Microsoft Excel screenshot image attached.

Example:

Schedule your Scenario

Click the Every 15 minutes scheduling toggle in your bottom toolbar to the "ON" position.

Set your desired schedule and click the Save button.

Click the Save icon in the bottom toolbar.

🎉 Your Make automation is now set and running on your chosen schedule.