How to integrate Brushup with Microsoft Excel to add new items registered in Brushup to Microsoft Excel

Brushup allows you to efficiently review and revise your creations.
However, if you are manually adding Brushup items to Microsoft Excel, you might find it cumbersome.
By integrating Brushup with Microsoft Excel, you can reduce the burden of information management.
Furthermore, by gathering data in Excel and utilizing graphs and pivot tables, you can easily create reports summarizing progress and achievements.

Benefits of Integrating Brushup with Microsoft Excel

Benefit 1: Reduce the Risk of Input Errors

By automating the data transfer from Brushup to Excel, the risk of errors due to manual input is eliminated.
For example, when new design files or revision requests are added in Brushup, that information is immediately reflected in the Excel project progress sheet, preventing common mistakes that occur during manual input.
However, by automatically reflecting from Brushup to Microsoft Excel, such errors can be prevented.
This reduces the likelihood of decision-making errors due to data inaccuracies and significantly reduces the effort of re-checking and correction work, making the overall progress of the project smoother.

Benefit 2: Liberation from Monotonous Manual Work

By automating the data transfer process, employees can reduce the monotonous manual work that needs to be repeated and focus on more creative and valuable tasks.
Brushup users are expected to focus on production and feedback, but by being freed from monotonous tasks such as manual data entry, they can allocate more time and effort to more important creative tasks.
Designers can spend more time improving designs, and project managers can focus on strategic decision-making.
As a result, each member can concentrate on their tasks, positively impacting the entire team.

[About Yoom]

Next, we will introduce how to create a flowbot that [adds a new item registered in Brushup to Microsoft Excel].

How to Create a Connection Flow between Brushup and Microsoft Excel

Step 1: Connecting Brushup and Microsoft Excel with My Apps

If you are using it for the first time, please check First Time Yoom.

1. Log in to your Yoom account.

If you do not have an account, please create one on the Yoom account creation page first.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, search for and register Brushup and Microsoft Excel respectively.
Once registration in My Apps is complete, the icons for Brushup and Microsoft Excel will be displayed in My Apps. Please confirm.

Please note that Microsoft 365 (formerly Office365) has a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail. Please be careful.

If you have any other questions about Yoom, please check the Yoom Help Center.

Step 2: Selecting a Template and Preparing the Storage Location

This time, we will create a flow of [Add to Microsoft Excel when a new item is registered in Brushup].
By utilizing this flow, when a new item is registered in Brushup, it will also be added to Microsoft Excel, allowing you to proceed with management tasks efficiently.
Additionally, by using Brushup, you can visualize the status of responses and quickly check the progress of the entire team.

1. Click "Try it" from the link below.

2. If the following display appears, the template copy was successful.

Step 3: Set a trigger to activate when a new item is registered or updated

1. Click in order to set up.
Click on "When a new item is registered or updated" at the top.

2. You can set the title freely.
Enter the account information to link with Brushup.
Select "When a new item is registered or updated" for the trigger action.
Once you have finished entering, click "Next".

3. Set the trigger activation interval and project ID.
You can select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Once the setup is complete, perform a test, and if there are no errors, save it.

※ Please check as the shortest activation interval varies depending on the plan.

Step 4: Set an action to add records in Microsoft Excel

1. Return to the flow. Next, click on the icon for "Add a record".

2. Enter the account information to link with Microsoft Excel.
Select "Add a record" for the execution action.

3. Perform the database linkage.
For detailed operations on each setting item, please refer to the link below.
Once the setup is complete, click "Next".

About the operation settings for manipulating the database

4. Enter the values for the record to be added.
When you click on each field, the output set in Brushup will be automatically displayed.
Once the setup is complete, perform a test, and if there are no issues, save it.

5. This completes the flow of 【Add to Microsoft Excel when a new item is registered in Brushup】.

Step 5: Test and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

By utilizing Yoom's templates, you can complete the setup easily without needing to learn complicated operations.
Try this convenient flow from the link below.

Other Examples of Automation Using Microsoft Excel

There are many other examples of automation using Microsoft Excel in Yoom, so here are a few.

1. A flow that updates Microsoft Excel information when a contract is completed in CloudSign.
By utilizing this flow, once a contract is completed in CloudSign, the completion date is automatically added to Microsoft Excel, allowing you to manage information without hassle.
Additionally, you can prioritize other tasks, making the overall workflow smoother.

2. This is a flow to add a post to Microsoft Excel when it is published on WordPress.
By using this template, data is automatically registered in Microsoft Excel when a WordPress post is published, saving you the trouble of manual entry.

3. This is a flow for registering Google Form responses in Microsoft Excel
Google Form responses are automatically reflected in Microsoft Excel, reducing the effort of checking and ensuring smooth information transmission.
This helps prevent information leakage.

Summary

With the integration of Brushup and Microsoft Excel, when a new item is registered in Brushup, its content is automatically reflected in Microsoft Excel, preventing duplicate data entry.
As a result, data management in Excel becomes easier, enabling centralized management of various information and significantly reducing the effort required for updating information.
By utilizing Yoom, you can easily integrate multiple apps without programming knowledge, allowing for smoother daily operations.
Refer to this article to integrate Brushup and Microsoft Excel and enable more efficient feedback.