How to integrate DocuSign with Microsoft Excel to add entries to Microsoft Excel when a contract is completed in DocuSign

Do you feel overwhelmed by too much information and spending too much time on data management?
The integration of DocuSign and Microsoft Excel can be a great help for those who are spending time on manual entry of contract data.
This article explains in detail the specific integration methods and their benefits. Please read to the end.

Recommended for

・Those who want to reduce input errors in contract data and improve the accuracy of information
・Those who find it difficult to organize contract data or extract specific information, and are spending a lot of time on document preparation
・Those in industries with a high number of contracts, such as real estate, insurance, and finance, who are looking for efficient management methods

Benefits and Examples of DocuSign and Microsoft Excel Integration

Benefit 1: Reduction of Human Errors and Improved Work Efficiency through Automation

With the integration of DocuSign and Microsoft Excel, data is automatically reflected in Microsoft Excel when a contract is completed, leading to a reduction in errors caused by manual entry.
For example, the hassle of entering DocuSign contract data into Microsoft Excel each time is eliminated, which not only maintains accuracy but also improves work efficiency.
Additionally, as the process becomes simpler, administrators and employees can more easily engage in other tasks, leading to smoother overall business operations.

Benefit 2: Easier Search for Specific Data through Automatic Management

The integration of DocuSign and Microsoft Excel allows contract data to be stored in an organized manner, making it easier to access specific data.
For example, by filtering data by contract date or conditions, you can quickly access the necessary information, contributing to more efficient report creation and data analysis.
This is expected to significantly improve work efficiency by reducing the time spent searching for data.

Benefit 3: Quick Information Sharing Among Teams

As DocuSign's contract completion data is automatically consolidated into Microsoft Excel, information sharing among departments such as sales, legal, and finance can become faster.
For example, the responsible team can immediately check the latest information after a contract is completed, allowing for smooth decision-making and subsequent business processes.
This prevents delays in information transmission and duplicate work, improving team collaboration and ultimately leading to increased productivity.

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How to Create a DocuSign and Microsoft Excel Integration Flow

From here, we will explain the steps for app integration. The general flow is as follows.

・Integrate DocuSign and Microsoft Excel with My Apps
・Copy the template
・Set triggers in DocuSign and actions in Microsoft Excel
・Turn on the trigger and complete the flow operation preparation

If you are already registered with Yoom, please log in, and if you have not registered yet, please register for free and proceed with the setup.

Step 1: Connect DocuSign and Microsoft Excel to My Apps

First, connect Salesforce and freee HR to My Apps.
After logging into Yoom, click on "My Apps" on the left side of the screen and proceed with the settings from "+ New Connection".
Clicking on "+ New Connection" will display the "New Connection for My Apps" screen.

Next, search for DocuSign in the "New Connection for My Apps" that appears and click on it.
On the subsequent screen, log in with the account you want to use and complete the My Apps connection.

Similarly, search for Microsoft Excel in the "New Connection for My Apps" → click, log in with the account you want to use, and complete the My Apps connection.
If DocuSign and Microsoft Excel are displayed in My Apps, the app connection is complete.

Step 2: Set the Trigger

Next, set the trigger in DocuSign.
First, copy the Flowbot template.
Click "Try it" on the banner below to copy it.

In the next screen, you will confirm and modify the title and account information. Make sure the correct account is selected under "Account Information to Integrate with DocuSign." If you own multiple accounts, there is a possibility that a different account may be selected unintentionally. The title can be edited optionally, but please click "Next" without changing the "Trigger Action." In the next screen, you can confirm the Webhook URL. Copy the displayed URL and set it in DocuSign. After setting it, complete a test contract in DocuSign. Then return to the Yoom settings screen and click "Test." If the contract information is reflected in the "Output" at the bottom of the screen, the test is successful. Don't forget to click "Save" to complete the settings. Step 3: Setting Actions Next, we will set actions in Microsoft Excel. Click "Add Record" to proceed with the settings. Similarly, as before, perform optional title editing and account confirmation. Without changing the action, scroll down the page. Next, we will set the storage location for the data obtained from DocuSign. You can choose OneDrive or SharePoint as the file storage location. This time, we selected OneDrive. Once other items are set, click "Next" to proceed. In the next screen, set the details of the saved data. You can specify "Flow Bot Start Date" for the date. Set the output data obtained from DocuSign in the subject and body. Once each item is set, click "Test" to check if the record is added. If the test is successful and the record is added, click "Save" to complete the settings. Finally, click "Turn ON Trigger" to complete the preparation for starting the flow. Now, when a contract completion is confirmed in DocuSign, the data will be automatically added to Microsoft Excel.

Other Automation Examples Using DocuSign

In addition to the flow introduced this time, Yoom offers various flows.
Here are some carefully selected templates.

1. Send Contracts from Notion via DocuSign

This is a flow that allows you to send contracts from DocuSign using only Notion operations.
It is recommended for those who regularly store customer data in Notion or handle all contract-related tasks through DocuSign.

2. Update Salesforce Information When a DocuSign Agreement is Completed

This is a flow that automatically reflects DocuSign agreement completion data into Salesforce to streamline information management.
It is similar to the flow introduced earlier, but is especially recommended for those managing sales activities in Salesforce.
For companies that require frequent information sharing across multiple departments, it is expected to help facilitate overall business operations.

3. Update RakuRaku Sales Information Once the Contract is Completed with DocuSign

This is a flow that allows for centralized management of contract information by integrating DocuSign with RakuRaku Sales.
By simplifying the management of contract information, it is expected to improve the efficiency of form creation.

Summary

The integration of DocuSign and Microsoft Excel leads to more efficient contract data management and improved accuracy in operations.
Eliminate the hassle of manual data entry, maintain data accuracy, and create an environment where you can focus on more important tasks.
The integration setup is simple and requires no programming knowledge.

Take this opportunity to experience business automation with Yoom.