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Isn't it cumbersome to manually enter post information from WordPress into Microsoft Excel when dealing with a large amount of content?
Here, we introduce a method to automatically add posts to Microsoft Excel when they are published on WordPress using Yoom!
This automation may improve data management efficiency and eliminate the hassle of manual entry. In this article, we will explain in detail the specific steps and benefits of this integration.
If you're looking to streamline your work and reduce the hassle of posting tasks, be sure to check it out until the end!
In this article, we 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 immediately with the template below, so please give it a try!
■Overview
This is a flow to add posts to Microsoft Excel when they are published on WordPress.
■Recommended for
1. Companies using WordPress for content management
・Content editors who create articles
・Those who manage information on articles published on WordPress
2. Companies utilizing Microsoft Excel
・Office staff managing detailed data for each project
・Sales representatives conducting centralized information management
■Benefits of using this template
WordPress can be used as a tool for blogging and website management, and by also managing content with Microsoft Excel, you can link it with other information.
However, manually adding WordPress information to Microsoft Excel each time it is published is time-consuming and may hinder effective use of human resources.
By using this flow, you can immediately register posts in Microsoft Excel when they are published on WordPress, eliminating the need for manual entry.
Additionally, by utilizing and registering quoted information, you can prevent input errors and streamline operations.
■Notes
・Please integrate WordPress 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.
[What is Yoom]
Let's create a flow together using a template to "Add to Microsoft Excel when a post is published on WordPress"!
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".
Let's get started!
(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!
(1) Click "Try it" on the banner below.
■Overview
This is a flow to add posts to Microsoft Excel when they are published on WordPress.
■Recommended for
1. Companies using WordPress for content management
・Content editors who create articles
・Those who manage information on articles published on WordPress
2. Companies utilizing Microsoft Excel
・Office staff managing detailed data for each project
・Sales representatives conducting centralized information management
■Benefits of using this template
WordPress can be used as a tool for blogging and website management, and by also managing content with Microsoft Excel, you can link it with other information.
However, manually adding WordPress information to Microsoft Excel each time it is published is time-consuming and may hinder effective use of human resources.
By using this flow, you can immediately register posts in Microsoft Excel when they are published on WordPress, eliminating the need for manual entry.
Additionally, by utilizing and registering quoted information, you can prevent input errors and streamline operations.
■Notes
・Please integrate WordPress 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.
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."
(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!
■Overview
This is a flow to add posts to Microsoft Excel when they are published on WordPress.
■Recommended for
1. Companies using WordPress for content management
・Content editors who create articles
・Those who manage information on articles published on WordPress
2. Companies utilizing Microsoft Excel
・Office staff managing detailed data for each project
・Sales representatives conducting centralized information management
■Benefits of using this template
WordPress can be used as a tool for blogging and website management, and by also managing content with Microsoft Excel, you can link it with other information.
However, manually adding WordPress information to Microsoft Excel each time it is published is time-consuming and may hinder effective use of human resources.
By using this flow, you can immediately register posts in Microsoft Excel when they are published on WordPress, eliminating the need for manual entry.
Additionally, by utilizing and registering quoted information, you can prevent input errors and streamline operations.
■Notes
・Please integrate WordPress 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.
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!
You can quickly create new posts as information is added, helping to reduce the manual workload of data entry and post management.
■Overview
The flow of "Automatically creating a post in WordPress when a product is created in HubSpot" is a business workflow that facilitates smooth content distribution.
This allows for effortless dissemination of the latest product information and updates to marketing content.
■Recommended for
■Benefits of using this template
■Overview
The flow "Create a WordPress post when a record is registered in Salesforce" is a business workflow that enables the automatic utilization of sales data.
When new opportunities or customer information are registered in Salesforce, a post is automatically created in WordPress based on that data.
This allows the marketing team to quickly share the latest sales information on the website, improving the consistency and speed of information updates.
■Recommended for
■Benefits of using this template
Since a post is automatically created in WordPress when a record is registered in Salesforce, you can eliminate the hassle of manual entry.
Because sales data and website information are linked, you can maintain the accuracy of information.
Automation prevents human errors in data entry and streamlines information sharing.
■Overview
The flow of "Posting to WordPress when an Issue with specific conditions is created on GitHub" is a business workflow that seamlessly integrates the development process with blog management.
When an important issue arises on GitHub, it is automatically posted as an article on WordPress, making information sharing more efficient.
■Recommended for
■Benefits of using this template
This allows for immediate promotion of new articles and content review, leading to smoother project progress.
■Overview
This is a flow that notifies a Google Chat space when an article is published on WordPress.
■Recommended for
1. Those who run a blog or website on WordPress
・Those who want to quickly share article publication information with team members or stakeholders
・Those who want to streamline promotional activities and social media posts after article publication
・Those who want to eliminate the hassle of manual notifications
2. Teams that want to streamline information sharing by integrating WordPress and Google Chat
・Those who want to increase team awareness and website traffic by notifying article publications in Google Chat
・Those who want to discuss and provide feedback on articles in Google Chat after publication
3. Those who want to reduce manual input tasks and automate actions between WordPress and Google Chat
・Owners of small and medium-sized businesses aiming for operational efficiency
・Administrative and clerical staff with many input tasks
■Benefits of using this template
・You can improve operational efficiency by eliminating the need to manually input article publication information from WordPress into Google Chat, leading to significant time savings.
・Notifications are sent to Google Chat spaces immediately after an article is published on WordPress, enabling rapid information sharing.
・You can freely customize the content of notifications and the channels to which they are sent in Google Chat, allowing flexible adaptation to your company's operations.
・You can prevent errors associated with manual notifications (such as missed notifications or misdelivery).
・Sharing article publication information in Google Chat facilitates smooth information collaboration among team members, leading to efficient promotional activities.
■Notes
・Please integrate both WordPress and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to the following link. https://intercom.help/yoom/ja/articles/6647336
■Overview
This is a flow that notifies a Slack channel when an article is published on WordPress.
■Recommended for
1. Those who run a blog or website on WordPress
・Those who want to quickly share publication information with team members or stakeholders
・Those who want to streamline promotional activities and social media posts after publishing an article
・Those who want to eliminate the hassle of manual notifications
2. Teams that want to streamline information sharing by integrating WordPress and Slack
・Those who want to increase team awareness and website traffic by notifying Slack of article publications
・Those who want to conduct discussions or receive feedback on Slack after publishing an article
3. Those who want to reduce manual input tasks and automate actions between WordPress and Slack
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative and clerical staff with many input tasks
■Benefits of using this template
・You can improve operational efficiency by eliminating the need to manually input publication information from WordPress into Slack, leading to significant time savings.
・Notifications are sent to the Slack channel immediately after an article is published on WordPress, enabling rapid information sharing.
・You can freely customize the content of the notifications and the channels they are sent to, allowing flexible adaptation to your company's operations.
・Prevents errors associated with manual notifications (such as missed notifications or misdelivery).
・Sharing publication information on Slack facilitates smooth information collaboration among team members, leading to efficient promotional activities.
■Notes
・Please integrate Yoom with both WordPress and Slack.
■Overview
This is a flow that notifies a Slack channel when an article is updated in WordPress.
■Recommended for
1. Those who run a blog or website on WordPress
・Those who want to quickly share article updates with team members or stakeholders
・Those who want to streamline promotional activities and social media posts after article updates
・Those who want to eliminate the hassle of manual notifications
2. Teams that want to improve information sharing by integrating WordPress and Slack
・Those who want to increase team awareness and site traffic by notifying article updates on Slack
・Those who want to conduct discussions and feedback on Slack after article updates
3. Those who want to reduce manual input and automate actions between WordPress and Slack
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative and office staff with a lot of data entry tasks
■Benefits of using this template
・You can improve operational efficiency by eliminating the need to manually input article update information from WordPress into Slack, leading to significant time savings.
・Notifications are sent to the Slack channel immediately after an article is updated in WordPress, enabling rapid information sharing.
・You can freely customize the content of the notifications and the target channels on Slack, allowing flexible adaptation to your company's operations.
・You can prevent errors associated with manual notifications (such as missed notifications or misdelivery).
・Sharing article update information on Slack facilitates smooth information coordination among team members, leading to efficient promotional activities.
■Notes
・Please integrate Yoom with both WordPress and Slack.
You can automatically send notification emails every time an article is published in WordPress, which may help prevent delays in information sharing.
■Overview
This is a flow to add to Gmail when a post is published on WordPress.
■Recommended for
1. Those who run a blog or news site on WordPress
・Those who want to quickly notify stakeholders of published articles
・Those who want to improve work efficiency by eliminating the manual task of sending publication notifications
・Those who want to distribute article update information to subscribers via email
2. Teams using Gmail as an information-sharing tool
・Those who want to centralize information sharing by consolidating WordPress post information in Gmail
■Benefits of using this template
WordPress is a tool for building blogs and websites, but manually sending notification emails to team members each time an article is published can lead to human errors.
By integrating WordPress with Gmail, you can resolve human errors. It allows you to automatically send notification emails via Gmail every time an article is published on WordPress, preventing delays in information sharing.
■Notes
・Please integrate WordPress and Gmail with Yoom respectively.
■Overview
This is a flow that notifies via Outlook email when a post is published on WordPress.
■Recommended for
1. Those who run a blog or news site on WordPress
・Those who want to quickly inform stakeholders about the publication of articles
・Those who want to save the effort of manually sending publication notifications and improve work efficiency
・Those who want to distribute article update information to subscribers via email
2. Teams using Outlook as an information sharing tool
・Those who want to centralize WordPress post information in Outlook for unified information sharing
■Benefits of using this template
Manually sending notification emails to responsible parties when a blog post is published on WordPress can lead to human errors such as missed notifications or delays.
By integrating WordPress with Outlook, notification emails are automatically sent via Outlook when a post is published on WordPress.
This allows for the quick sharing of publication information with team members, thereby streamlining blog operations.
■Notes
・Please integrate both WordPress and Outlook 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.
By streamlining the process of transferring data to Microsoft Excel, smoother business operations can be expected.
■Overview
When you submit business card data through the input form, AI automatically reads the information from the business card and stores it in a specified Excel file.
Please utilize this for managing business cards in Excel.
You can take a picture of the business card with your smartphone and upload it directly from your smartphone to the form.
■Notes
・Please integrate Microsoft Excel with Yoom.
・It is available for use with Excel Online. (It cannot be used with local files.)
・Please upload business card images in formats such as JPG or PNG.
■Overview
This is a flow for reading health examination reports using OCR and adding them to Microsoft Excel.
■Recommended for
1. Those who want to simplify the management process of health examination reports
・Those who want to streamline data entry of health examination reports
・Those who aim to reduce the workload of the management process
2. Those who are digitizing paper documents
・Those who are digitizing paper health examination reports using OCR tools
・Executives who share digitized data
■Benefits of using this template
The data from health examination reports can help analyze employees' health risks and take appropriate measures according to the situation.
However, health examination reports are often in paper form, and manual data entry can be time-consuming and may decrease work efficiency.
This flow is suitable for those who want to efficiently enter data from health examination reports.
By submitting health examination reports through a form, this flow can read the content using OCR and automatically add it to Microsoft Excel.
This significantly reduces the manual input work each time, making data entry more efficient and allowing analysis tasks to proceed smoothly.
■Notes
・Please integrate Microsoft Excel with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful.
・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 to read resumes using OCR and add them to Microsoft Excel.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those managing HR information
・Those consolidating HR information in Microsoft Excel
2. Those engaged in handling resumes
・Those in the corporate general affairs department
■Benefits of using this template
If you manage resume data as HR information in Microsoft Excel, the task of data entry each time can be a hassle.
Additionally, the items on resumes can vary depending on the format, with differences in the number of items and their positions, making the entry process time-consuming.
This flow is suitable for those who want to efficiently transfer resume data to Microsoft Excel.
By utilizing this flow, you can automatically add resume data submitted through forms to Microsoft Excel.
You can streamline the data entry process into Microsoft Excel, facilitating smooth business operations.
■Notes
・Please integrate 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.
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
By regularly notifying budget information, the verification process becomes more efficient, and it seems possible to detect signs of budget overruns in advance.
■Overview
This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Microsoft Teams.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
If you manage advertising budgets in Microsoft Excel, regularly checking them can prevent budget overruns.
However, the task of checking Microsoft Excel each time is cumbersome, and if the person in charge is absent, there is a risk of missing signs of budget overruns.
With this flow, you can retrieve budget information from Microsoft Excel at a specified date and time and notify Microsoft Teams.
By regularly notifying budget information to Microsoft Teams, the verification process is streamlined, and you can proactively identify signs of budget overruns.
Since Microsoft Teams allows you to set any channel or member, stakeholders can have a shared understanding of the budget.
■Overview
This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Slack.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
When managing department budgets with Microsoft Excel, the regular checking process can be cumbersome and may lead to oversight.
Additionally, if there are any oversights, there is a risk of exceeding the allocated budget, making it difficult to manage the budget strategically.
With this flow, you can automate the retrieval of budget information from Microsoft Excel and notifications to Slack at the specified date and time.
This eliminates the need for budget checking tasks in Microsoft Excel, thereby helping to prevent oversight and eliminating the need for regular checks.
You can also customize the schedule to any date and time to suit your needs.
■Overview
This is a flow that retrieves budget data from Microsoft Excel at a specified date and time, generates a PDF, and sends it via Outlook.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
When sharing budget usage regularly by department, document creation and email sending can be a hassle.
Additionally, if done manually, there is a risk of transcription errors in budget information or mistakes in email recipients.
In this flow, budget information is retrieved from Microsoft Excel at a specified date and time, and the generation of PDFs and email sending via Outlook are automated.
By streamlining routine tasks, you can prevent human errors such as transcription mistakes and recipient errors, thereby enhancing the accuracy of your operations.
Since manual work is significantly reduced, the burden on the person in charge is also alleviated, allowing for smoother sharing of budget information.
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.
■Overview
This flow generates a PDF of the target sheet in Microsoft Excel at a specified date and time and saves it to Box.
It enhances the efficiency of goal management and facilitates smooth data sharing and storage.
■Recommended for
■Benefits of using this template
By automatically creating and saving a PDF based on Microsoft Excel content at a specified date and time, it eliminates the need for manual work.
Additionally, since the created PDF is saved to Box, the entire team can easily share and access goal data.
Automatically generating the PDF of the target sheet reduces human errors caused by manual operations.
■Overview
This flow publishes a target sheet as a PDF in Microsoft Excel and saves it to Dropbox at the specified date and time.
By automatically converting the target sheet to a PDF and saving it to Dropbox at the scheduled date and time every month or week, data sharing and backup become smoother.
■Recommended for
■Benefits of using this template
This flow allows you to automate the publishing of target sheets as PDFs and saving them to Dropbox, thereby streamlining manual tasks.
Additionally, by automating manual tasks, it helps reduce work time and prevent human errors.
Goal management in Excel can be carried out smoothly, eliminating any omissions in saving to Dropbox and enhancing the accuracy of management tasks.
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.
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.
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!
