Connect Github with Microsoft Excel to add a new entry in Microsoft Excel whenever an issue is created in Github.

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.

Visualize issue information in Microsoft Excel for progress management
Aggregate and analyze data 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 Integrating GitHub and Microsoft Excel

Benefit 1: Increased Productivity

Every time an issue is created on GitHub, the same information is automatically added to Microsoft Excel, eliminating the need for manual data entry.
By automating tasks that were previously done manually, input errors and information omissions are reduced, contributing to improved data accuracy.
Furthermore, data managers are freed from input tasks and can 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, you can quickly analyze the information of issues created on GitHub and easily graph the analysis results.
This makes it easier to identify trends and areas for improvement, potentially finding clues to grow your service.
Additionally, teams other than developers can quickly grasp information on Microsoft Excel.
Even those who do not use GitHub can easily understand information such as "what new features are planned to be added" and "by when they are expected to be developed," leading to improved information transparency.

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Integration Flow of GitHub and Microsoft Excel

Now, let's introduce how to actually integrate GitHub and Microsoft Excel.
The flow introduced this time is "Add to Microsoft Excel when an issue is created on GitHub." The integration steps 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.
You can create a flowbot more easily 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.

GitHub and Microsoft Excel My Apps Integration

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

After copying the template, register GitHub and Microsoft Excel in 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 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 redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, 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, confirm the pre-linked GitHub account information displayed, and if there are no issues, click "Next".

On the second page, configure the API connection settings.
Enter the "Owner Name" and "Repository Name".
* Please note that the "Trigger Activation Interval" varies depending on your subscription plan. For 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, specify the file storage location and drive ID under the database integration section.

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

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

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

Other Automation Examples Using GitHub and Microsoft Excel

Yoom offers numerous automation examples using GitHub and Microsoft Excel.
Since it can integrate with various apps, please refer to the following representative examples.

1. Add text to a Notion page when a new issue is created in 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 aggregating information in Notion.

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

This template is a flow where the information from Salesforce records is linked and the same information is added to Microsoft Excel.
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 more than three 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 from issues accumulated on GitHub and potentially gain important insights about your service.

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