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Do you find it cumbersome to input information and organize storage locations every time you create a contract and manage it with Microsoft Excel?
Even if you want to streamline the process, it seems difficult to set up, so you end up putting it off... Many people might feel this way.
That's where the no-code tool Yoom comes in handy. For example, with Yoom, you can easily set up a flow that automatically creates a contract in Excel based on form input and saves it directly to Box.
It helps prevent transcription errors, reduces working time, and makes contract management smoother.
In this article, we introduce recommended data integration methods to streamline contract creation using Microsoft Excel. If you're looking to make your daily tasks a bit easier, be sure to check it out.
Yoom offers templates to automate workflows using Microsoft Excel! If you want to try it right away, click the banner below to get started!
There are several ways to automatically notify data from Microsoft Excel. We have picked up a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in, register an account, and you can immediately experience automatic notifications from Microsoft Excel. Registration takes just 30 seconds, so feel free to give it a try!
Based on the information from input forms, you can create contracts in Microsoft Excel and automatically save them to storage services like Box or Google Drive.
<span class="mark-yellow">By automating the process, you can prevent human errors from manual input and reduce the hassle of file management.</span>
By integrating Microsoft Excel with communication tools, information sharing after document creation is automated, preventing any missed notifications.
You can create contracts based on files saved in OneDrive and immediately share them on Slack or Discord. This streamlines communication and contributes to operational efficiency.
You can automatically reflect the data collected from forms in Microsoft Excel. By automating this process, you can save the effort of manually transferring form contents. This is recommended for those who want to reduce the input work in Microsoft Excel!
Now, let's dive into creating a flow to automatically generate contracts in Microsoft Excel!
This time, we'll proceed with the setup using Yoom without any coding, so if you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
<span class="mark-yellow">This time, we will create a flow that issues a contract using information from an input form with a Microsoft Excel template and saves it to Box!</span>
Let's proceed with the following steps!
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
From the list of new connections in My Apps, click on Microsoft Excel.
Note: "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 careful.
(2) The Microsoft sign-in screen will appear. Enter the account you want to use and sign in!
(3) Next, connect Box. Similarly, click on Box from the app list in Yoom.
From the Box access screen, enter your email address and password, and click approve.
(4) After logging in, the image below will appear, so click "Grant access to Box".
Once the connection is complete, Microsoft Excel and Box will be registered in My Apps in Yoom.
This completes the registration of My Apps. Next, let's set up triggers using templates!
From here, we will start creating the flow!
By using Yoom's templates, you can easily automate your tasks.
First, open the template page below and click "Try this template".
When you copy, the template will be copied to your Yoom management screen as shown in the image below, so press OK to proceed with the settings!
(1) Set the settings when the form is answered.
Click on "Form" in the Yoom form trigger.
(2) From the "Create a Form" screen, select the question content and response method from the dropdown.
The responses here will be used when creating contracts in Microsoft Excel, so make sure you can obtain the necessary information!
Scroll down and enter the heading, completion message, and description for the completion page if needed.
The content you entered will be automatically sent to the respondent.
Once the input is complete, click "Next" at the bottom.
(3) From the "Review Form Display & Settings" screen, check the preview form.
By clicking on the preview form and preview completion page in the red frame, you can see how it will appear to the respondent!
Also, by entering sample responses in each item of "Retrieved Values", you can test the subsequent operations using these values. (When the flow is activated, the form responses will be automatically reflected.)
If you are wondering "What are retrieved values?", please refer to the site below!
If there are no issues with the form content, click "Save"!
(1) Next, integrate with Microsoft Excel to issue a contract.
Prepare a template for the contract in Microsoft Excel in advance!
After creating the template, return to Yoom!
Click "Issue Document".
(2) From the "Document Settings" screen, check for any errors in the account information that integrates with Microsoft Excel.
Scroll down and enter the file location, drive ID, file name (optional), and item ID. You can select the drive ID, item ID, and file name from the options as shown in the image below.
Check the details of the operation settings for manipulating the Microsoft Excel database below.
Regarding the Operation Settings for Manipulating the Database in Excel
Once the input is complete, click "Next" at the bottom!
In the issued document, set the storage folder and exported file name.
By using "Retrieved Value" in the text as shown in the image below, you can reference the information obtained from the form!
Once the input is complete, click "Next".
(3) From the "Define Replacement Conditions" screen, enter the replacement string using "retrieved Value".
For detailed settings, please refer to the site below.
Once the input is complete, click "Test", and if no errors occur, click "Save".
(1) Next, integrate with Box to upload the contract you just created.
Click "Upload File".
(2) From the Box "Select Linked Account and Action" screen, check for any errors in the account information that integrates with Box and click "Next".
(3) From the "API Connection Settings" screen, confirm the red line and enter the information!
Once the input is complete, click "Test", and if no errors occur, click "Save".
Thank you for your hard work! All settings are now complete.
Once the settings are complete, a menu like the one below will be displayed, so turn the trigger ON.
Try actually starting the flow bot and check if the contract is issued using the Microsoft Excel template with the input form information and saved in Box!
By integrating Microsoft Excel with various tools, you can automatically record and share information on tasks, tickets, and contacts. This reduces daily manual work and enables smooth business operations without omissions.
Creating contracts using Microsoft Excel can be made more efficient and less burdensome with the help of Yoom. It allows for the automatic creation of documents triggered by form inputs and ensures proper management of storage locations, leading to an overall review of business operations.
You can start without any coding, so there's no need to worry about not having programming knowledge.
If you feel like you want to eliminate the hassle of document creation more easily, register with Yoom and experience the convenience of automation.
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