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"Many people find themselves overwhelmed with the task of sharing Microsoft Excel content on Microsoft Teams every week."
Repeatedly opening files, checking them, and posting them on Microsoft Teams can be more cumbersome than you might think.
However, when trying to automate tasks, many might feel anxious, thinking "the setup seems difficult" or "I might not be able to do it without specialized knowledge."
This is especially true if you want to proceed without relying on the IT department.
That's why we recommend integrating Microsoft Excel and Microsoft Teams using the no-code tool Yoom.
For example, setting up a flow like "retrieve records from Microsoft Excel at a specified schedule and notify Microsoft Teams" can be done easily by anyone.
If you want to "be freed from tedious manual tasks even a little," be sure to check out this article to the end.
By using Yoom, you can easily integrate Microsoft Excel and Microsoft Teams without any code. Yoom provides templates for integrating Microsoft Excel and Microsoft Teams, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The workflow "Retrieve records from a specific Microsoft Excel at a designated schedule and notify Microsoft Teams" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, data can be automatically retrieved based on a set schedule and notifications can be sent to the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for
■Benefits of using this template
By integrating the APIs of Microsoft Excel and Microsoft Teams, you can automatically link Microsoft Excel data to Microsoft Teams! For example, you can automatically perform data integration like the one below without human intervention.
You can immediately experience the integration of Microsoft Excel and Microsoft Teams by simply clicking "Try it out" for the automation example you're interested in and registering an account.
Registration takes just 30 seconds, so feel free to give it a try!
Since you can automatically notify Microsoft Teams based on the schedule you set, it's recommended for those who find manual notifications cumbersome.
■Overview
The workflow "Retrieve records from a specific Microsoft Excel at a designated schedule and notify Microsoft Teams" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, data can be automatically retrieved based on a set schedule and notifications can be sent to the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for
■Benefits of using this template
This flow is recommended for those who spend time aggregating and reporting large amounts of Microsoft Excel data daily. Efficient and accurate data sharing can be expected.
■Overview
The flow "Aggregate Microsoft Excel data daily and post reports to Microsoft Teams" is a business workflow that streamlines daily data management and reporting tasks.
By utilizing this workflow, you can automatically aggregate Microsoft Excel data and automatically post reports to Microsoft Teams. This enables efficient and accurate data sharing.
■Recommended for
■Benefits of using this template
Let's get started by creating a flow that integrates Microsoft Excel and Microsoft Teams!
This time, we'll use Yoom to proceed with the integration of Microsoft Excel and Microsoft Teams without any coding. If you don't have a Yoom account yet, please register here to create an account.
[What is Yoom]
This time, we will create a flow bot that retrieves records from a specific Microsoft Excel at a designated schedule and notifies Microsoft Teams!
The creation process is broadly divided into the following steps.
■Overview
The workflow "Retrieve records from a specific Microsoft Excel at a designated schedule and notify Microsoft Teams" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, data can be automatically retrieved based on a set schedule and notifications can be sent to the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for
■Benefits of using this template
[Notes]
Both apps used in this flow are from Microsoft. "Microsoft 365 (formerly Office 365)" has both personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly, so please be aware.
Here, we will integrate Yoom with each app to enable operations.
First, log in to Yoom, click on My Apps in the left menu, and then click the "+ Add" button on the right.
1. Search
Enter Microsoft Excel in the search box and click the Microsoft Excel icon.
2. Select Account
Select the account you want to integrate with My Apps.
If you see the sign-in screen, enter your ID and password to sign in.
3. Grant Access
Since you will be asked to grant access to Yoom, please click "Continue".
Return to the Yoom screen, and if the following display appears, the integration is complete!
1. Search
Enter Microsoft Teams in the search box and click the Microsoft Teams icon.
2. Sign In
Since you have already integrated Microsoft Excel with My Apps, the screen will automatically sign you in as shown below. Please wait as it is.
Return to the Yoom screen, and if the following display appears, the integration is complete!
Now, let's start creating the flow!
There is a template available for easy setup, so let's copy it first.
Log in to Yoom and click "Try it" on the banner below.
■Overview
The workflow "Retrieve records from a specific Microsoft Excel at a designated schedule and notify Microsoft Teams" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, data can be automatically retrieved based on a set schedule and notifications can be sent to the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for
■Benefits of using this template
1. When the screen changes, click "Try it"
2. If you haven't registered with Yoom yet, please register
※ If you have already completed registration, the login screen will be displayed, so please enter your login information.
3.The template will be copied to your Yoom management screen as shown below, so press OK to proceed with the settings.
1. Select Trigger
This is the first memorable setting!
First, please click "When the specified schedule is reached".
2. Specify Execution Time
Here, specify the date or day of the week you want to execute the action. Set it according to what you want to execute.
This time, we want to execute it every Monday at 9:00 AM, so we set it as follows.
Once you have entered it, press "Save" to proceed to the next step.
1. Select Trigger
Please click "Get multiple records (up to 10)".
2. Database Integration
Here, you will set up to retrieve records listed in Microsoft Excel.
If you haven't prepared Microsoft Excel yet, create it at this time.
This time, we prepared a file with shared information as shown below.
In the test operation of the next step, text generation will occur, so enter sentences into the records and save them to OneDrive or SharePoint.
Once Microsoft Excel is ready, return to the Yoom screen.
The account information and other details entered in Step 1 are reflected.
Scroll down the page and enter the database integration items.
Once the input is complete, press "Next" to proceed.
3. Detailed Settings for Database Operations
Retrieve the Microsoft Excel records set earlier based on conditions.
This time, we want to use all the entered records as conditions, so we set it as shown in the image below.
You can also change or add trigger conditions to suit your preferences, so feel free to customize them.
Once you have entered it, try executing "Test"!
If the test is successful, the specified records will be displayed as shown below.
Once you have confirmed that the data is reflected correctly, press "Save" to proceed to the next step.
1. Select Trigger
Please click "Generate Text".
2. Select Action
By default, "Generate Text | Up to 500 Characters (3 Tasks)" is selected.
Select according to the number of characters you want to generate and press "Next".
3. Set Details
Here, you will set up to generate text using generative AI.
Once you have entered it, try executing "Test"!
If the test is successful, the output will be displayed as shown below, so check if the instructed content is reflected.
Once you have confirmed that it is reflected correctly, select "Save" and proceed to the next step.
1. Select Trigger
Please click "Send Message to Channel".
2. API Connection Settings
Here, you will set up the message to be sent to Microsoft Teams.
If you haven't created a Microsoft Teams team or channel, create it at this time.
Once Microsoft Teams is ready, return to the Yoom screen.
You can also set mention information and attachment information, so enter according to the content you want to send.
Once you have entered it, try executing "Test"!
If the test is successful, the message should be sent to the specified Microsoft Teams channel, so check it.
Finally, return to the Yoom screen and press "Save" to proceed to the next step.
Thank you for your hard work! All settings are now complete.
Once the settings are complete, the following menu will be displayed, so turn on the trigger and check the operation!
This time, we introduced how to integrate data from Microsoft Excel to Microsoft Teams, but if you want to integrate data from kintone to Microsoft Excel, please also use the template below.
Automatically recording interactions in Microsoft Teams into Microsoft Excel may make it easier to add and manage tasks received in messages.
■Overview
The flow "Add new messages sent in a Microsoft Teams channel to Microsoft Excel" is a business workflow that streamlines communication within a team.
By automatically recording interactions in Microsoft Teams to Microsoft Excel, centralized information management and subsequent analysis become easier.
■Recommended for
■Benefits of using this template
When important messages are sent on Microsoft Teams, they are automatically recorded in Microsoft Excel, reducing the effort and errors of manual entry and enabling better information management.
■Overview
The "Add specific messages sent in Microsoft Teams to Microsoft Excel" flow is a business workflow that streamlines communication and data management within a team.
When important messages are sent on Microsoft Teams, they are automatically recorded in Microsoft Excel, reducing the effort and errors associated with manual entry and enabling centralized information management.
■Recommended for
■Benefits of using this template
Besides integration with Microsoft Teams, utilizing the Microsoft Excel API can further streamline your daily tasks. If you find any flow interesting, please give it a try!
You can add emails received in Outlook as records in Excel or store survey results received in Gmail into Excel. By using these flows, you can manage various information centrally without hassle.
◼️Overview
This is a flow for transferring content posted on Slack to Microsoft Excel.
◼️Notes
・It is necessary to set up account information for integration in the operation of each app.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
◼️Overview
This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce opportunity object.
When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet.
Please prepare a sheet to manage opportunity information in Excel Online for use.
◼️Notes
・After opportunity information is registered in Salesforce, an event will be registered in Google Calendar 5 to 15 minutes later.
・Integration settings with both Salesforce and Excel Online are required for Yoom.
・Available for use with Excel Online. (Not available for local files.)
・Available with Yoom's Team Plan or higher.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connection of the configured flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps.
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.
■Overview
This is a flow that adds a record to Microsoft Excel when a new email arrives in Outlook.
By integrating Outlook with Microsoft Excel, you can avoid the need to manually add received email content to Microsoft Excel, ensuring up-to-date information and preventing any lapses in sharing.
■Notes
・Please integrate both Outlook and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
Automatically register task information recorded in the Notion task management database into Microsoft Excel.
■Notes
・It is necessary to set up account integration for both Notion and Microsoft Excel.
・Please replace the columns of the corresponding Microsoft Excel sheet with any desired values for use.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
In Microsoft Teams, it is possible to send notifications of information that occurred in specific apps or to automatically perform regular reminders.
By utilizing these flows, you can prevent missing information or communication errors, and keep communication within the team smooth.
■Overview
This is a flow bot that automatically activates at the end of each month and sends notifications via Microsoft Teams.
This flow bot can perform various automated processes through flows added after the right-side branch.
* For example, you can use it for various purposes such as monthly invoice processing, aggregation processing to spreadsheets, or regular data backup processing.
■Setup Method
・Use the flow bot's schedule trigger to activate the flow bot near the end of each month (28th, 29th, 30th, 31st).
・Use the "Manipulate and Transform Data" action to obtain the flow bot activation date, calculate the difference from the end-of-month date, and verify if it matches the last day of the month.
・If the flow bot activation date is not the last day of the month, the flow bot will terminate.
・If the flow bot activation date is the last day of the month, it will branch to the right and send a notification via Microsoft Teams.
・Specify the channel for the notification.
・Customize the flow added afterward freely according to your purpose and use.
■Notes
・Please modify the flow bot settings as needed.
・Replace the settings and content of the flow added to the right branch with any desired values.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Branching is a feature (operation) available with a mini plan or higher. If you are on a free plan, the operation of the configured flow bot will result in an error, so please be cautious.
・Paid plans like the mini plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that adds a record to Microsoft Excel when a card is registered in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to list and analyze tasks and information managed in Trello using Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Trello to Microsoft Excel
・Those who want to always check the latest Trello information in Microsoft Excel
2. Team leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding the team's situation
・Those who want to process and analyze Trello data in Microsoft Excel for business improvement and decision-making
■Benefits of using this template
Trello is a tool for project and task management, but there are often cases where you want to utilize the information in other systems. By integrating with a versatile spreadsheet software like Microsoft Excel, you can analyze task information in various ways and create reports. However, if Trello and Microsoft Excel are operated separately, there is a need to manually transfer card information registered in Trello to Excel, which can lead to transcription errors and information omissions.
By utilizing this flow, the information linkage between Trello and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing human errors.
■Notes
・Please integrate Trello and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that adds a contact to Microsoft Excel when it is created in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Companies using HubSpot for marketing and sales activities
・Those who want to utilize registered lead information in other apps
・Those who want to eliminate the hassle of manual data entry
2. Those who use Microsoft Excel for business
・Those who consolidate and manage lead information in Microsoft Excel
・Those who aim to speed up the sharing and follow-up of lead information
■Benefits of using this template
HubSpot is a tool that helps streamline marketing, sales activities, and customer management. However, if you are using other tools for lead information management, manually entering data every time a lead is registered can be not only cumbersome but also prone to transcription errors and omissions.
By using this template, when a contact is registered in HubSpot, the data can be automatically reflected in Microsoft Excel. This eliminates the need for manual work, reducing the burden on staff, shortening work time, and preventing transcription errors.
■Notes
・Please integrate both HubSpot and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Microsoft Teams to communicate with members
・Those who want to efficiently manage daily message content and have quick access to necessary information
・Those who want to organize interactions with members and prevent information sharing omissions
2. Those who use OneDrive for file management
・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation
・Those who want to automatically create folders based on message content and ensure important information is saved without omission
■Benefits of using this template
By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.
Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.
■Overview
This is a flow that adds a record to Microsoft Excel when a task is registered in Asana.
■Recommended for
1. Members of teams using Asana
・Those who want to list and analyze tasks and information managed in Asana in Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Asana to Microsoft Excel
・Those who want to always check the latest Asana information in Microsoft Excel
2. Department leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding team status
・Those who want to process and analyze Asana data in Microsoft Excel to utilize it for business improvement and decision-making
■Benefits of using this template
Asana is a convenient tool for project and task management, but there are often cases where you want to utilize the information in other systems. However, when operating Asana and Microsoft Excel separately, it is necessary to manually transfer task information registered in Asana to Excel, which involves manual work and the possibility of transcription errors or information omissions cannot be denied.
By utilizing this flow, the information linkage between Asana and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing the risk of human error.
■Notes
・Please link both Asana and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
The integration of Microsoft Excel and Microsoft Teams gradually makes tedious tasks easier.
As introduced in this article, with Yoom, anyone can easily build flows without any coding.
By automating tasks such as notifications based on schedules and data transfers, you can create more time and prevent any oversight in your work.
If you feel like "I can do this too," start by registering for Yoom for free.
