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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!
■Overview
The workflow "Issuing contracts using a Microsoft Excel template with information from an input form and saving them to Box" 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 it is automatically saved to Box.
This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation.
■Recommended for
■Benefits of using this template
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.
By automating the process, you can prevent human errors from manual input and reduce the hassle of file management.
■Overview
The workflow "Issuing contracts using a Microsoft Excel template with information from an input form and saving them to Box" 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 it is automatically saved to Box.
This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Issuing contracts using a Microsoft Excel template with information from an input form and saving them to Google Drive" is a business workflow that 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 reduce manual errors and save time.
■Recommended for
■Benefits of using this template
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.
■Overview
This is a workflow that utilizes images uploaded to OneDrive to automatically create contracts in Microsoft Excel and further notify on Discord.
This streamlines the contract creation process and enables speedy information sharing.
■Recommended for
■Benefits of using this template
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!
■Overview
The workflow of "Issuing contracts in Microsoft Excel from Google Form content and sending them via Gmail" is a business workflow that smoothly automates contract procedures.
Contract information is collected through Google Forms, and the data is automatically converted into a contract in Microsoft Excel.
Furthermore, by automatically sending it via Gmail, it simplifies the cumbersome manual process.
■Recommended for those who
■Benefits of using this template
◼️Overview
This is a flow bot that automatically creates PDFs of contracts such as application forms from Excel templates using the information entered in the input form.
You can freely create contracts using any Microsoft Excel template.
The created contracts are automatically sent via Outlook email.
◼️Notes
・Please integrate Microsoft Excel and Outlook with Yoom.
・Prepare the contract template in Excel Online.
・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.
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!
■Overview
The workflow "Issuing contracts using a Microsoft Excel template with information from an input form and saving them to Box" 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 it is automatically saved to Box.
This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation.
■Recommended for
■Benefits of using this template
(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".
■Overview
The workflow "Issuing contracts using a Microsoft Excel template with information from an input form and saving them to Box" 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 it is automatically saved to Box.
This reduces manual errors and wasted time, supporting consistency and efficiency in contract creation.
■Recommended for
■Benefits of using 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.
■Overview
This is a flow that adds a record to Microsoft Excel when a task is registered in Asana.
■Recommended for
1. Members of teams using Asana
・Those who want to list and analyze tasks and information managed in Asana in Microsoft Excel
・Those who want to reduce the effort of manually transferring additional information from Asana to Microsoft Excel
・Those who want to always check the latest Asana information in Microsoft Excel
2. Department leaders and managers
・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding team status
・Those who want to process and analyze Asana data in Microsoft Excel to utilize it for business improvement and decision-making
■Benefits of using this template
Asana is a convenient tool for project and task management, but there are often cases where you want to utilize the information in other systems. However, when operating Asana and Microsoft Excel separately, it is necessary to manually transfer task information registered in Asana to Excel, which involves manual work and the possibility of transcription errors or information omissions cannot be denied.
By utilizing this flow, the information linkage between Asana and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing the risk of human error.
■Notes
・Please link both Asana and Microsoft Excel with 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.
■Overview
This flow adds a new ticket created in Zendesk to a Microsoft Excel database.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to reduce the effort of manually syncing ticket information between Zendesk and Microsoft Excel
・Those who want to always check the latest ticket information in Microsoft Excel
2. Those who work based on Zendesk ticket information
・Those who want to import ticket information into Microsoft Excel for detailed analysis
■Benefits of using this template
While Zendesk is a tool that streamlines customer support operations, manually transferring tickets to a Microsoft Excel database is burdensome for support staff and poses risks of errors and information leaks.
By implementing this flow, ticket information is automatically added to the Microsoft Excel database whenever a new ticket is created in Zendesk. This frees support staff from manual data entry, allowing them to focus on more important tasks such as customer support.
■Notes
・Please connect both Zendesk and Microsoft Excel with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
・Microsoft365 (formerly Office365) has both a Home Plan and a Business Plan (Microsoft365 Business). If you are not subscribed to the Business Plan, authentication may fail.
■Overview
This is a flow that adds a contact to Microsoft Excel when it is created in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Companies using HubSpot for marketing and sales activities
・Those who want to utilize registered lead information in other apps
・Those who want to eliminate the hassle of manual data entry
2. Those who use Microsoft Excel for business
・Those who consolidate and manage lead information in Microsoft Excel
・Those who aim to speed up the sharing and follow-up of lead information
■Benefits of using this template
HubSpot is a tool that helps streamline marketing, sales activities, and customer management. However, if you are using other tools for lead information management, manually entering data every time a lead is registered can be not only cumbersome but also prone to transcription errors and omissions.
By using this template, when a contact is registered in HubSpot, the data can be automatically reflected in Microsoft Excel. This eliminates the need for manual work, reducing the burden on staff, shortening work time, and preventing transcription errors.
■Notes
・Please integrate both HubSpot and 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.
■Overview
Automatically register task information recorded in the Notion task management database into Microsoft Excel.
■Notes
・It is necessary to set up account integration for both Notion and Microsoft Excel.
・Please replace the columns of the corresponding Microsoft Excel sheet with any desired values for use.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■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.
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.
