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.
For those who want to try it quickly
Yoom offers templates to automate workflows using Microsoft Excel! If you want to try it right away, click the banner below to get started!
Generate a contract in Microsoft Excel from the information in the input form and save it to Box.
■Overview The "Generate a contract in Microsoft Excel from input form information and save it to Box" workflow automates the process from contract creation to storage. When users fill in the necessary information in the input form, a document is created using that data and a Microsoft Excel contract template, and automatically saved to Box. This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation. ■Recommended for ・Legal personnel who want to streamline contract creation tasks ・Administrators of companies managing contracts using Microsoft Excel ・Team leaders struggling with frequent errors when manually creating and saving contracts ・SME owners who want to standardize the contract creation process and maintain business consistency ・IT personnel who want to securely store and share contracts using Box
■Notes ・Please integrate both Microsoft Excel and Box with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
Various Methods to Automatically Create Contracts with Microsoft Excel
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!
Automatically Write and Transfer Microsoft Excel Data to Storage Services
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. By automating the process, you can prevent human errors from manual input and reduce the hassle of file management.
Generate a contract in Microsoft Excel from the information in the input form and save it to Box.
■Overview The "Generate a contract in Microsoft Excel from input form information and save it to Box" workflow automates the process from contract creation to storage. When users fill in the necessary information in the input form, a document is created using that data and a Microsoft Excel contract template, and automatically saved to Box. This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation. ■Recommended for ・Legal personnel who want to streamline contract creation tasks ・Administrators of companies managing contracts using Microsoft Excel ・Team leaders struggling with frequent errors when manually creating and saving contracts ・SME owners who want to standardize the contract creation process and maintain business consistency ・IT personnel who want to securely store and share contracts using Box
■Notes ・Please integrate both Microsoft Excel and Box with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview The workflow 'Generate a contract in Microsoft Excel from input form information and save it to Google Drive' automates the contract creation process. By simply entering the necessary information into the form, the data is reflected in the Microsoft Excel template, and the completed contract is automatically saved to Google Drive. This is expected to save time and reduce errors caused by manual work.
■Recommended for - Business personnel creating contracts using Microsoft Excel - Those looking to streamline the contract creation process - Those who want to automate data saving to Google Drive - IT personnel in companies looking to advance business automation - Business owners who want to shorten the time required for contract creation
■Notes - Please integrate Yoom with both Microsoft Excel and Google Drive. - 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.
Automatically Notify Chat Tools with Microsoft Excel Data
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.
Generate a contract in Microsoft Excel based on images uploaded to OneDrive and notify on Discord.
■Overview This workflow utilizes images uploaded to OneDrive to automatically create contracts in Microsoft Excel and notify on Discord. This streamlines the contract creation process and enables speedy information sharing.
■Recommended for ・Sales representatives who create contracts manually ・IT personnel considering automation of contract management using Microsoft Excel ・Administrators who want to enhance team communication using Discord ・Business owners aiming to improve efficiency and reduce errors in contract creation
■Notes ・Please integrate Yoom with Microsoft Excel, OneDrive, and Discord. ・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business). Authentication may fail if you are not subscribed to the general business plan.
Automatically Send and Transfer Form Data to Microsoft Excel
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!
Generate a contract in Microsoft Excel from the contents of a Google Form and send it via Gmail.
■Overview The 'Generate a contract in Microsoft Excel from Google Form content and send it via Gmail' workflow is a business workflow that smoothly automates contract procedures. Contract information is collected via Google Forms and automatically converted into a contract in Microsoft Excel. Furthermore, by automatically sending it through Gmail, it simplifies the cumbersome manual process.
■Recommended for ・Business operators collecting contract information via Google Forms ・Those who want to create contracts using Microsoft Excel ・Business people who want to quickly send contracts via Gmail ・Those who want to automate operations and reduce manual workload ・Owners of small and medium-sized enterprises aiming to streamline contract processes
■Notes ・Please integrate Google Forms, Microsoft Excel, and Gmail with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Please refer to the following for how to obtain the response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Please prepare a template for the invoice in Microsoft Excel. For details, please refer to the following. https://intercom.help/yoom/en/articles/8237765 ・For integration of Microsoft Excel template documents, please refer to 'About each item' below. https://intercom.help/yoom/en/articles/9003081
Let's Create a Flow to Automatically Generate Contracts 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]
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! Let's proceed with the following steps!
Connect Microsoft Excel and Box to My Apps
Copy the template
Set up the form trigger
Integrate with Microsoft Excel to issue the contract
Integrate with Box to upload the file
Set the trigger to ON and complete the flow operation preparation
Generate a contract in Microsoft Excel from the information in the input form and save it to Box.
■Overview The "Generate a contract in Microsoft Excel from input form information and save it to Box" workflow automates the process from contract creation to storage. When users fill in the necessary information in the input form, a document is created using that data and a Microsoft Excel contract template, and automatically saved to Box. This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation. ■Recommended for ・Legal personnel who want to streamline contract creation tasks ・Administrators of companies managing contracts using Microsoft Excel ・Team leaders struggling with frequent errors when manually creating and saving contracts ・SME owners who want to standardize the contract creation process and maintain business consistency ・IT personnel who want to securely store and share contracts using Box
■Notes ・Please integrate both Microsoft Excel and Box with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
Step 1: Connect Microsoft Excel and Box to My Apps
(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!
Step 2: Copy the Template
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".
Generate a contract in Microsoft Excel from the information in the input form and save it to Box.
■Overview The "Generate a contract in Microsoft Excel from input form information and save it to Box" workflow automates the process from contract creation to storage. When users fill in the necessary information in the input form, a document is created using that data and a Microsoft Excel contract template, and automatically saved to Box. This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation. ■Recommended for ・Legal personnel who want to streamline contract creation tasks ・Administrators of companies managing contracts using Microsoft Excel ・Team leaders struggling with frequent errors when manually creating and saving contracts ・SME owners who want to standardize the contract creation process and maintain business consistency ・IT personnel who want to securely store and share contracts using Box
■Notes ・Please integrate both Microsoft Excel and Box with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
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!
Step 3: Setting the Form Trigger
(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"!
Step 4: Integrate with Microsoft Excel and Issue a Contract
(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.
File Location: Select from dropdown
Drive ID: Select from suggestions
File Name (optional): Enter directly
Item ID: Select from suggestions
Check the details of the operation settings for manipulating the Microsoft Excel database below.
Once the input is complete, click "Next" at the bottom!
In the issued document, set the storage folder and exported file name.
Destination Folder Name (optional): Enter directly
Destination Folder ID: Select from suggestions
Exported File Name: Select from retrieved values or enter directly
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".
{Company Name}: Select "Company Name"
{Unit Price}: Select "Unit Price"
For detailed settings, please refer to the site below.
Once the input is complete, click "Test", and if no errors occur, click "Save".
Step 5: Integrate with Box and Upload the File
(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!
File Name: Enter directly
Destination Folder Content ID: Enter directly
File Attachment Method: Select "Use Retrieved Value" from the dropdown
File: Select "Issued Document" from the dropdown
Once the input is complete, click "Test", and if no errors occur, click "Save".
Step 6: Set the Trigger to ON and Complete the Flow Operation Preparation
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!
Convenient Automation Examples Using Microsoft Excel
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.
Retrieve the budget from Microsoft Excel at the specified date and notify Microsoft Teams.
■Overview This is a flow that retrieves the budget from Microsoft Excel at a specified time, generates a PDF, and sends it via Outlook. With Yoom, you can easily connect apps without programming, making it easy to implement this flow.
■Recommended for ・Those who regularly share budget usage status as PDFs with stakeholders ・Those who spend a lot of time compiling budget information into a PDF ・Those who want to streamline the process of generating PDFs and sending emails via Outlook
■Notes ・Please link each of Microsoft Excel and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the corporate plan, authentication may fail.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
.avif)
