How to Connect tl;dv to Excel (4 Methods Compared)

The Problem With Getting Workbook Data In and Out of tl;dv

You have an Excel workbook full of data — meeting IDs, recording links, call logs — and you need to push it into tl;dv, or bring transcripts and highlights back out into rows that leadership can actually read. The default path is to export CSVs from tl;dv and format them manually, which breaks the moment anyone needs to do it more than once.

tl;dv is good at recording, transcribing, and tagging key moments from video calls. But getting that content into an Excel workbook — for analysis, for reporting, for anyone who wasn't on the call — means doing it by hand, one meeting at a time.

Below are the four ways teams handle this. One of them scales.

Method 1: Manual Export and Paste

The default for Excel users is slightly different: you download a CSV or copy from tl;dv's UI, open your workbook, and paste into the right worksheet. Then fix the column formats, check for encoding issues, and hope the row count matches what you expected.

Repeat this for twenty calls. The export is clean enough for a single meeting, but the moment it becomes a monthly process — logging every customer call, archiving every team standup — you're spending real hours on something that should take minutes. The specific pain here is that tl;dv's highlights are genuinely useful, and every week you spend re-exporting them manually is a week where the actual analysis doesn't happen.

Method 2: Power Automate

Power Automate has connectors for both Excel and external APIs. You can build a flow that triggers on a schedule, calls the tl;dv API, and writes results into your workbook.

Before you go further — are you comfortable with HTTP connectors? With setting up custom API calls in Power Automate, handling authentication tokens, and parsing JSON responses? If not, this is not the path for you. Method 3 or 4 will get you there faster.

For those still reading: the structure works. A scheduled flow can hit the tl;dv meetings endpoint, loop through results, and write rows into a named Excel table. The output is consistent once it's running.

But scheduled flows are not the same as bulk backfills.

If you need to pull three months of call history into a workbook, you're looping through meetings one API call at a time and managing pagination and error handling yourself.

You probably just need the highlights from last week's user interviews in a workbook column so you can share it with your research team. You probably have no idea how to configure an HTTP connector with bearer token auth in Power Automate — and that's not a gap you should be filling this week. So you either figure it out or you wait for someone on your IT team to build it for you.

And once you need conditional logic — only calls over 30 minutes, only from specific organizers — the flow complexity grows fast.

Method 3: The Previous Generation — Connector Add-Ons

Until recently, the best option for repeatable workbook ↔ tl;dv workflows was a category of add-ons that let you set up manual syncs with saved column configs. You mapped tl;dv fields to worksheet columns, saved the template, and ran it on demand.

That was a real step up from exporting CSVs by hand. Configs were reusable, output was predictable, formatting stayed consistent.

But the field mapping was still yours to maintain. Every tl;dv API change, every worksheet rename, required manual intervention. The add-on moved data. The conditional logic — which calls to include, which fields to filter — stayed on the operator. This is the previous generation. It solved the easy part and left the hard part to you.

The Easy Way: Using SheetXAI in Excel

There is a different approach entirely. SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're tracking, and through its built-in tl;dv integration it can pull meeting data, transcripts, and highlights for you. No connector to configure, no Power Automate flow to build, no CSV to format. You just ask.

Example 1: Build a quarterly meeting registry

Fetch all meetings from tl;dv recorded this quarter and populate my workbook with columns for meeting name, date, duration, organizer email, and meeting URL — one row per meeting.

SheetXAI pulls the list, maps the fields, and fills the rows. A hundred-meeting quarter takes the same effort as a ten-meeting month.

Example 2: Enrich an existing call log with highlights

For each meeting ID in column A of the "Call Log" worksheet, fetch the tl;dv highlights and write the summarized text into column E.

The IDs already in your workbook drive the query. SheetXAI handles the API calls and writes the results back without you touching tl;dv's interface.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook where you're logging calls or tracking meeting metadata, then ask it to pull tl;dv transcripts or highlights directly into your rows. The tl;dv integration is included in every SheetXAI plan.