Integrate Github with Microsoft Excel so that when an issue is created on Github, it is added to Microsoft Excel.

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Wouldn't it be convenient if Issues created on GitHub could be automatically added to Microsoft Excel?
This is especially recommended for those who want to operate in the following ways.

Graph Issue information in Microsoft Excel for progress management
Utilize data aggregation and analysis to improve services

It is possible to manually transfer data from GitHub to Microsoft Excel to achieve the above operations, but entering data every time an Issue is created can be burdensome.
This article explains the flow of automatically adding Issues by linking GitHub and Microsoft Excel.
If you are thinking, "I want to streamline information management" or "I want to make effective use of accumulated data within the company," please refer to the following steps and try automatic integration with Yoom!

Benefits of Linking GitHub and Microsoft Excel

Benefit 1: Increased Productivity

Since the same information is automatically added to Microsoft Excel every time an Issue is created on GitHub, there is no need for information transfer work.
By automating tasks that were done manually, input errors and information omissions are reduced, contributing to improved data accuracy.
Furthermore, data management personnel will be freed from input tasks and will be able to focus on other higher-priority tasks.
As a result, increased productivity can be expected.

Benefit 2: Enhanced Data Analysis

By utilizing Microsoft Excel's data analysis and graph creation functions, it becomes easier to quickly analyze the information of Issues created on GitHub and graph the analysis results.
This makes it easier to identify trends and areas for improvement, potentially finding clues to grow the service.
Additionally, teams other than developers will be able to quickly grasp information on Microsoft Excel.
Even those who do not use GitHub will find it easier to understand information such as "what new features are planned to be added" and "by when they are expected to be developed," leading to improved transparency of information.

[About Yoom]

Flow of Linking GitHub and Microsoft Excel

Now, let's introduce how to actually link GitHub and Microsoft Excel.
The flow introduced this time is "Add to Microsoft Excel when an Issue is created on GitHub." The steps for linking are as follows.

Set up an app trigger on GitHub
Add a record to Microsoft Excel

Yoom provides the above two steps as a template.
It's easier to create a flowbot than creating from scratch, so first click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Integration of GitHub and Microsoft Excel with My Apps

※Important Note
Microsoft365 (formerly Office365) offers both a home plan and a general business plan (Microsoft365 Business). Please be aware that authentication may fail if you are not subscribed to the general business plan.

After copying the template, register GitHub and Microsoft Excel with Yoom's My Apps as a preliminary step.
If you have already registered, please proceed to "Step 1. Setting the App Trigger".

<Procedure>

1. After logging into Yoom, click "My Apps" → "+ New Connection" in that order.

2. Search for the app name and enter the required information.

If GitHub and Microsoft Excel are displayed in the My Apps list, you are ready!
Let's proceed to the detailed settings right away!
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already completed registration, a login screen will appear, so please log in.

‍

Step 1. Set up the app trigger

First, open the template you copied earlier from "My Projects" in the sidebar.

Next, click the app trigger "When an issue is newly registered".

On the first page, the pre-linked GitHub account information will be displayed, so please check it and if there are no issues, click "Next".

On the second page, set up the API connection.
Enter the "Owner Name" and "Repository Name".
※ Please note that the "Trigger Interval" can vary depending on your subscription plan. For more details,click here.

If there are no issues up to this point, click "Save" to complete the trigger setup.

Step 2. Add a record

Next, click "Add a record".

At the beginning of the first page, confirm the account information as in Step 1.
Below that, there is a section for database integration, so specify the file storage location and drive ID, etc.

On the second page, set the values for the record to be added.
Use the information output from GitHub to input.

Click "Test" and if no errors occur, click "Save".
Once a popup like the one below appears, all settings are complete.

Flowbot template used this time
Add to Microsoft Excel when an issue is created on GitHub

Other Examples of Automation Using GitHub and Microsoft Excel

Yoom offers numerous examples of automation using GitHub and Microsoft Excel.
It is possible to integrate with various apps, so please refer to the following representative examples.

1. Add text to a Notion page when a new issue is created on GitHub

In this case, we added the issue to Microsoft Excel, but it is also possible to add it to Notion.
This is recommended for those who want to centralize task management by consolidating information in Notion.

2. Add records to Microsoft Excel when a record is registered in a Salesforce custom object

This template is a flow where the same information is added to Microsoft Excel in conjunction with Salesforce record information.
It is recommended for those who want to aggregate and analyze data in Microsoft Excel based on Salesforce information.

3. Create a quotation in Microsoft Excel using Notion database information and send an email with Gmail

The integration in this article was a relatively simple flow, but it is also possible to create advanced automated integrations that combine three or more apps.
The following template is recommended for those who use Notion, Microsoft Excel, and Gmail on a daily basis.

Summary

How was it?
The above was the procedure for integrating GitHub with Microsoft Excel!
By using this integration, issues created in GitHub are automatically reflected in Microsoft Excel.
This allows information managers to be freed from the task of data entry and focus on other tasks.
Additionally, by leveraging Microsoft Excel's data features, you can effectively utilize the information accumulated in GitHub issues and potentially gain important insights about your service.

If you want to try automatic integration with Yoom, please register for free from here!