"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.
For those who want to try it quickly
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.
When the specified schedule is reached, retrieve records from a specific Microsoft Excel and notify Microsoft Teams.
■Overview The workflow "Retrieve records from a specific Microsoft Excel and notify Microsoft Teams on a specified schedule" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, you can automatically retrieve data based on the set schedule and notify the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for ・Business users who regularly use Microsoft Excel and Microsoft Teams ・Those who need to share data with the team regularly and find manual notifications cumbersome ・Team leaders or managers who want to promote business efficiency and automate routine tasks ・Those who want to prevent data sharing errors and achieve accurate information transmission
■Notes ・Please integrate Yoom with both Microsoft Excel and Microsoft Teams. ・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.
What You Can Do by Integrating Microsoft Excel and Microsoft Teams
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!
Retrieve records from a specific Microsoft Excel at a designated schedule and notify Microsoft Teams
Since you can automatically notify Microsoft Teams based on the schedule you set, it's recommended for those who find manual notifications cumbersome.
When the specified schedule is reached, retrieve records from a specific Microsoft Excel and notify Microsoft Teams.
■Overview The workflow "Retrieve records from a specific Microsoft Excel and notify Microsoft Teams on a specified schedule" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, you can automatically retrieve data based on the set schedule and notify the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for ・Business users who regularly use Microsoft Excel and Microsoft Teams ・Those who need to share data with the team regularly and find manual notifications cumbersome ・Team leaders or managers who want to promote business efficiency and automate routine tasks ・Those who want to prevent data sharing errors and achieve accurate information transmission
■Notes ・Please integrate Yoom with both Microsoft Excel and Microsoft Teams. ・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.
Aggregate Microsoft Excel Data Daily and Post Reports to Microsoft Teams
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.
Aggregate data from Microsoft Excel daily and post reports to Microsoft Teams.
■Overview The "Aggregate Microsoft Excel data daily and post reports to Microsoft Teams" flow 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 ・Business professionals who spend time aggregating and reporting large amounts of Microsoft Excel data daily ・Team leaders who want to improve work efficiency by linking Microsoft Excel and Microsoft Teams ・Executives aiming to improve work accuracy through the automation of data aggregation and reporting tasks
■Notes ・Please link Microsoft Excel, Microsoft Teams, OneDrive, and Yoom. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Operations between "repeating the same process" are features available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Regarding the settings for operations that manipulate the 【Excel】 database https://intercom.help/yoom/en/articles/9003081
Let's Create a Flow Integrating Microsoft Excel and Microsoft Teams
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.
Integrate Microsoft Excel and Microsoft Teams with My Apps
Copy the template
Set triggers for Microsoft Excel and actions for Microsoft Teams
Set the trigger to ON and complete the preparation for flow operation
When the specified schedule is reached, retrieve records from a specific Microsoft Excel and notify Microsoft Teams.
■Overview The workflow "Retrieve records from a specific Microsoft Excel and notify Microsoft Teams on a specified schedule" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, you can automatically retrieve data based on the set schedule and notify the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for ・Business users who regularly use Microsoft Excel and Microsoft Teams ・Those who need to share data with the team regularly and find manual notifications cumbersome ・Team leaders or managers who want to promote business efficiency and automate routine tasks ・Those who want to prevent data sharing errors and achieve accurate information transmission
■Notes ・Please integrate Yoom with both Microsoft Excel and Microsoft Teams. ・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.
[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.
Integrate Microsoft Excel
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!
Integrate Microsoft Teams
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!
Step 2: Copy Template
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.
When the specified schedule is reached, retrieve records from a specific Microsoft Excel and notify Microsoft Teams.
■Overview The workflow "Retrieve records from a specific Microsoft Excel and notify Microsoft Teams on a specified schedule" automates the integration of Microsoft Excel and Microsoft Teams to improve business efficiency. By utilizing Yoom, you can automatically retrieve data based on the set schedule and notify the team on Microsoft Teams, reducing the burden of manual work.
■Recommended for ・Business users who regularly use Microsoft Excel and Microsoft Teams ・Those who need to share data with the team regularly and find manual notifications cumbersome ・Team leaders or managers who want to promote business efficiency and automate routine tasks ・Those who want to prevent data sharing errors and achieve accurate information transmission
■Notes ・Please integrate Yoom with both Microsoft Excel and Microsoft Teams. ・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.
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.
Step 3: Schedule Trigger 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.
Step 4: Schedule Trigger Settings
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.
File Storage Location: Select whether you saved the file you just saved to OneDrive or SharePoint.
Drive ID: Click the input field, and candidates will be displayed as shown below, so select the target drive ID.
Item ID, Sheet Name: Just like entering the drive ID, click the input field and select from the candidates.
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.
Step 5: Text Generation Settings
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.
Prompt: Click the input field, and the output will be displayed as shown below, so use it to enter. If you have any instructions for AI, please enter them as well. This time, we entered the content as shown below. ※ For more information about the output, please see here.
Language: This time, we did not enter anything because we want to generate text in Japanese, but please enter your preferred language.
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.
Step 6: Microsoft Teams Message Sending Settings
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.
Team ID, Channel ID: Click each input field, and candidates will be displayed as shown below. Select the Microsoft Teams team or channel you just created.
Message: Click the input field, and the output will be displayed, so customize the content you want to send to the Microsoft Teams channel.
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.
Step 7: Turn ON the Trigger and Check Operation
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!
If You Want to Integrate Microsoft Teams Data into Microsoft Excel
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.
Add to Microsoft Excel When a New Message is Sent in a Microsoft Teams Channel
Automatically recording interactions in Microsoft Teams into Microsoft Excel may make it easier to add and manage tasks received in messages.
When a new message is sent in a Microsoft Teams channel, add it to Microsoft Excel.
■Overview The "Add to Microsoft Excel when a new message is sent in a Microsoft Teams channel" flow is a business workflow that streamlines communication within the team. By automatically recording interactions in Microsoft Teams to Microsoft Excel, centralized information management and subsequent analysis become easier.
■Recommended for ・Business people who use Microsoft Teams and Microsoft Excel daily and are spending time on manual data entry ・Team leaders who want to efficiently record and analyze project management and team activities ・Executives and managers aiming for error-free data management by automating information sharing ・IT personnel looking to optimize business processes using Microsoft 365 ・Marketing personnel who want to perform reporting and analysis using chat content
■Notes ・Please link Microsoft Excel, Microsoft Teams, and Yoom. ・Microsoft365 (formerly Office365) has home plans and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Regarding the operation settings for manipulating the 【Excel】 database https://intercom.help/yoom/en/articles/9003081
Add specific messages sent in Microsoft Teams to Microsoft Excel
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.
When a specific message is sent in Microsoft Teams, add it to Microsoft Excel.
■Overview The "Add to Microsoft Excel when a specific message is sent in Microsoft Teams" flow is a business workflow that streamlines communication and data management within a team. When an important message is sent on Microsoft Teams, it is automatically recorded in Microsoft Excel, reducing the effort and errors of manual input and enabling centralized information management.
■Recommended for ・Business users who use Microsoft Teams and Microsoft Excel on a daily basis ・Administrators who want to automatically record and manage important messages within the team ・Those who spend time on manual data entry and want to improve productivity ・Companies that want to achieve centralized information management and enhance business transparency
■Notes ・Please link Microsoft Excel, Microsoft Teams, and 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. ・Branching is a feature (operation) available in the mini plan or higher plans. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Regarding the setting of operations to manipulate the 【Excel】 database https://intercom.help/yoom/en/articles/9003081
Other Automation Examples Using Microsoft Excel and Microsoft Teams API
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!
Convenient Automation Examples Using Microsoft Excel
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.
This is a flow to store survey results received via Gmail into Microsoft Excel.
■Important Notes ・Please integrate with both Gmail and Microsoft Excel with Yoom. ・You can select the trigger activation interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for personal and general business use (Microsoft365 Business), and authentication may fail if you're not enrolled in the general business plan. ・AI operations are only available in team plans and success plans. If you are on a free plan or mini plan, operations set in the flow bot will result in errors, so please be cautious. ・Paid plans such as team plans and success plans offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview Do you feel that manually copying important information shared on Slack into Microsoft Excel is cumbersome and prone to omissions? In particular, communications that require records, such as reports and requests, should be managed accurately. By leveraging this workflow, you can detect posts to a specific Slack channel and automatically copy the poster, message content, etc., into a specified Microsoft Excel file, resolving these information management challenges.
■Recommended for ・Those who manually copy Slack post content into Microsoft Excel to create business reports, etc. ・Team leaders who receive reports from multiple people on Slack and manage tasks and progress in Microsoft Excel ・Those who want to reduce the time spent on manual information transfer and focus on more important work
■Notes ・Please integrate Slack and Microsoft Excel with Yoom. ・You can select a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan. ・Microsoft365 (formerly Office365) offers consumer plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail. ・For the configuration of the operation to manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
Convenient Automation Examples Using Microsoft Teams
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.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People 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 shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have approximately eight years of experience in sales and administration at an insurance agency. While handling customer interactions, I have coordinated operations across various branches, striving for efficiency and standardization. In addition to my primary responsibilities, I will continue to disseminate various content using company-designated tools to contribute to the operational efficiency of all stakeholders.
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