How to Add a Post to Microsoft Excel When It Is Published on WordPress

[What is Yoom]

How to Create a Workflow Connecting WordPress and Microsoft Excel

Let's create a flow together using a template to "Add to Microsoft Excel when a post is published on WordPress"!

Before You Start

First, if you don't have a Yoom account, please issue an account from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time with Yoom".

Yoom Account Issuance Page

First Time with Yoom

Let's get started!

Step 1: Connect WordPress and Microsoft Excel to My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".

(2) Click WordPress from App list.
(3) From the "WordPress Registration" screen, enter the account name, domain, username, and password, then click "Add".
※ It is recommended to connect with a site that has SSL settings, so please proceed while checking the red frame for some cautionary points.

(4) Next, connect Microsoft Excel. Similarly, click Microsoft Excel from the new connection list in 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.
(5) A sign-in screen will appear. Enter your account and click "Next".

Once the connection is complete, WordPress and Microsoft Excel will be registered in Yoom's My Apps.
This completes the My Apps registration.
Next, let's set up the trigger using a template!

Step 2: Set the Trigger

(1) Click "Try it" on the banner below.

Please click on "When a post is published" in the app trigger.

(2) From the "Select Integration Account and Action" screen in WordPress, check that there are no errors in the account information linked with WordPress, keep the trigger action as "When a post is published," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger interval from the dropdown menu.
※ The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger interval varies depending on the plan.

Once the selection is complete, click "Test," and if no errors occur, click "Save."

Step 3: Operating the Microsoft Excel Database

‍

(1) Next, let's operate the Microsoft Excel database.
Please click on "Operate Database."

(2) From the "Database Integration" screen in Microsoft Excel, check that there are no errors in the account information linked with Google Sheets, and keep the execution action as "Add Record."

Scroll down and enter each item from the database integration.
・File Storage Location: Select from the dropdown
・Site ID: Select from the suggestions
・File Name (Optional): Select from the suggestions or enter directly
・Item ID: Select from the suggestions
・Sheet Name: Select from the suggestions
・Table Range: Enter directly

Once the input is complete, click "Next."
(3) From the "Database Operation Detailed Settings" screen, select each item from the output.

‍

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."

(4) Finally, click "Turn ON Trigger."

With this, the flowbot "Add to Microsoft Excel when a post is published on WordPress" is complete!

‍Well done!

Other Automation Examples Using WordPress and Microsoft Excel

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of WordPress and Microsoft Excel.
Both can be used with simple settings, so if you find something that interests you, please give it a try!

Automation Examples Using WordPress

Create a New Post in WordPress When Information is Added

You can quickly create new posts as information is added, helping to reduce the manual workload of data entry and post management.

Notify When an Article is Published or Updated in WordPress

This allows for immediate promotion of new articles and content review, leading to smoother project progress.

Notify by Email When a Post is Published in WordPress

You can automatically send notification emails every time an article is published in WordPress, which may help prevent delays in information sharing.

Automation Example Using Microsoft Excel

Read Data with OCR and Store in Microsoft Excel

By streamlining the process of transferring data to Microsoft Excel, smoother business operations can be expected.

Retrieve and Notify Budget from Microsoft Excel at Specified Date and Time

By regularly notifying budget information, the verification process becomes more efficient, and it seems possible to detect signs of budget overruns in advance.

Publish and Save the Target Sheet as a PDF in Microsoft Excel at the Specified Date and Time

Automatically create and save a PDF based on the contents of Microsoft Excel at the specified date and time, reducing the effort required for the task.

Benefits of Integrating WordPress with Microsoft Excel

Benefit 1: Streamlined Post Management

By integrating WordPress with Microsoft Excel, you can automatically add information to the database when a post is published, allowing you to centrally manage all post histories in Microsoft Excel.
By unifying the data, you can quickly find specific posts and use them for report creation.
This integration is particularly beneficial for marketing teams and content management teams, as it can improve operational efficiency.

Benefit 2: Reduction of Manual Input

Manually entering post information from WordPress into Microsoft Excel is time-consuming and carries the risk of human error.
However, by integrating WordPress with Microsoft Excel, post information is automatically reflected in Microsoft Excel, reducing manual work and preventing human error.
This integration is especially useful when there are a large number of posts or when data sharing among multiple teams is necessary.

Conclusion

Integrating WordPress with Microsoft Excel is expected to streamline post management and reduce manual input!
By reducing manual work, the burden on staff is also lightened, potentially improving team productivity.

With Yoom, anyone can easily create automated workflows, so you can rest assured even without programming knowledge.
By leveraging this integration, operational efficiency is expected to improve, and data management accuracy is likely to increase.
Please use this article as a reference to benefit your business!