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"It's a hassle to transcribe form inquiries into Excel" "I don't have time to summarize the content" — Are you facing such challenges? Manual handling takes time and carries risks such as input errors. However, even if you want to automate by integrating ChatGPT and Microsoft Excel, many people might feel that "programming seems necessary" or "the setup seems difficult."
<span class="mark-yellow">In this article, we will introduce how to easily integrate ChatGPT and Microsoft Excel using the no-code tool Yoom.</span> In particular, we will focus on the convenient flow of "summarizing form inquiry content with ChatGPT and automatically adding it to Excel."
If you want to reduce repetitive tasks and improve the efficiency of information organization, please read to the end!
By using Yoom, you can easily integrate ChatGPT and Microsoft Excel without any code.
Yoom provides templates for integrating ChatGPT and Microsoft Excel in advance, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating ChatGPT with the Microsoft Excel API, it is possible to automatically transfer ChatGPT data to Microsoft Excel!
For example, you can automatically perform data transfers like the ones below without human intervention.
By automatically summarizing inquiry content and adding it to Microsoft Excel, you can reduce manual work time.
Automation will help prevent errors during manual input and improve data accuracy.
By having ChatGPT automatically analyze incoming emails and add the results to Microsoft Excel, you can reduce manual work.
Additionally, understanding the sentiment trends of emails can facilitate smoother decision-making.
This flow is recommended for those who spend a lot of time on regular report creation!
It helps reduce the hassle of manual data entry and report creation, supporting efficient business operations.
Now, let's actually create a flow that integrates ChatGPT with Microsoft Excel!
This time, we'll use Yoom to proceed with the integration of ChatGPT and Microsoft Excel without any coding. If you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
This time, we will create a flow bot that "summarizes form inquiries with ChatGPT and adds them to Microsoft Excel"!
The creation process is broadly divided into the following steps.
Please register ChatGPT and Microsoft Excel as My Apps to connect them to Yoom.
By completing the My Apps registration in advance, you can proceed with automation settings smoothly.
Register ChatGPT as My App
1. First, let's register ChatGPT as My App.
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
Search for ChatGPT from the list of apps or use the search function to find it.
2. Enter "Account Name" and "Access Token" on the following screen.
For more details, please check How to Register ChatGPT as My App.
Register Microsoft Excel as My App
3. Next, register Microsoft Excel as My App.
Just like in (1), click Microsoft Excel from the "New Connection List" in Yoom and sign in.
※ There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)." If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
Once each is registered as My App in Yoom, the integration is complete!
1. To set up automation, click "Try it" on the banner below.
2. Read the following screen display and click "OK".
1. Now, let's start setting up the flow! First, click "Form".
When the created form is submitted, the flow bot will be activated.
2. Set up the form as shown in the attached image.
3. You can add more questions from "Add".
<span class="mark-yellow">Set it up so that you can obtain the information you want to add to Microsoft Excel here, and click "Next".</span>
4. This time, we will set the form questions according to the prepared sheet!
5. Form display confirmation and detailed settings
Set a sample response for the input form to the obtained values.
This will be used later as an output, so please check the data.
(Normally, the form response will be reflected, but this time it is entered for testing purposes.)
Once confirmed, click "Save"!
1. Next, click "Generate Text".
* The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged based on the tokens used during API communication. Therefore, please note that an error will occur if payment cannot be made when using the API.
2. The following screen will be displayed, so check the settings and press "Next".
3. Enter the required fields.
You can select the output obtained from the response form for the message content.
Select and enter the information you want to use for ChatGPT generation as needed.
Here, it is set as "Inquiry Content".
4. After entering, if the test is successful and the output is obtained, click "Save"!
1. Finally, the last setting item! Click the red frame below as before.
2. The following screen will be displayed, so check the settings.
3. Scroll and enter the following items.
Select either OneDrive or SharePoint for "File Save Location", and refer to the annotations for other items.
After entering, proceed to the next step!
4. Select the output obtained earlier for "Value of the Record to be Added".
5. After entering, click "Test" → "Test Successful" → "Save"!
Then, a row like the image below will be notified on Microsoft Excel.
Finally, click "Turn on the trigger" to complete the automation settings.
Check if the flow bot is activated correctly.
Thank you for your hard work on the setup!
When new data is added or existing data is modified in Notion, a sticky note is automatically created in Miro.
This should enable you to easily share information within the team and get an overview of the project progress at a glance!
In addition to integrating ChatGPT with Microsoft Excel, you can automate various tasks by leveraging each API.
Here are some useful examples that can help improve work efficiency and optimize task management. If any of these pique your interest, feel free to give them a try!
You can use ChatGPT for translation, analyzing email content for notifications, or translating data from image files and storing it as data.
It seems like you can entrust ChatGPT with tasks that used to be time-consuming.
By integrating Microsoft Excel with other applications, it is possible to automatically store values in specific cells and automatically create sheets and tables.
By integrating ChatGPT with Microsoft Excel, you can reduce the manual effort involved in summarizing and transcribing, leading to increased efficiency in your work.
With Yoom, anyone can easily create integration flows without programming knowledge. By adopting the system introduced in this article, your daily tasks should become much smoother.
First, register for Yoom for free and experience the convenient integration flows.
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