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If you often create documents in Microsoft Excel, don't you have templates prepared in advance? Templates make it easy to understand where and what data should be entered, reducing the effort of document creation and allowing you to work relatively efficiently.
However, when there are many documents that need to be created daily, it can consume a considerable amount of time, and human errors are likely to occur. Don't you sometimes think, "I wish I could create documents a bit more efficiently..."?
<span class="mark-yellow">If you have such concerns, we recommend introducing automation for document creation using Microsoft Excel!</span>
By introducing automation, you can send data from various tools to Microsoft Excel and automate the creation of documents. It is faster than doing it manually and helps avoid human errors, which may reduce data omissions.
Moreover, you don't need difficult knowledge like programming to introduce automation using Microsoft Excel.
We provide detailed explanations with images on how anyone can easily integrate it, so please give it a try!
Yoom offers templates for automating 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 create documents in Microsoft Excel. We have picked out a few methods for you to check out!
By clicking "Try it out" on the automation example that interests you and registering an account, you can immediately experience automatic document creation in Microsoft Excel. Registration takes just 30 seconds, so feel free to give it a try!
This is a flow where documents are automatically created in Microsoft Excel, using databases like Notion as a starting point.
If you frequently create documents in the same format, such as invoices or monthly reports, significant improvements in work efficiency can be expected.
This is a flow that automatically creates documents in Microsoft Excel, starting from Google Forms or similar. It is useful when you frequently need to create documents based on information received from inquiry or application forms.
This is a flow for automatically creating documents in Microsoft Excel using data from chat tools like Slack as a starting point.
It is recommended for those who manually organize and aggregate chat content when creating documents such as daily reports.
Now, let's dive into creating a flow to automatically generate documents in Microsoft Excel! This time, we'll be using Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flowbot that generates documents in Microsoft Excel based on information from Notion!
The creation process can be broadly divided as follows:
Click "+ Add" from "My Apps" in the left menu of the Yoom screen.
Enter the name of the app to connect in the search box.
When you search for the Notion app, the login screen will appear.
Enter your login information.
After logging in, the access permission screen for Yoom will appear.
Check the content and click "Select Page".
Check which pages you want to allow access to.
Once selected, click "Allow Access" to complete the connection!
When you search for the Microsoft Excel app, the sign-in screen will appear.
Once you log in, the connection will be completed automatically!
* There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)". If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
Next, copy the template to be used this time.
When the template is copied to "My Project", a screen like this will be displayed.
Open the copied template from "My Project" in the menu on the left.
(※ If you set it immediately after copying the template, you do not need to open the template. If you interrupt the setting, open it from "My Project" and resume!)
Click "Launch from a specific page".
First, click "here" in the red frame to install the Chrome extension.
(You can also install it from here.)
※ For detailed setup instructions, please check here.
Next, enter the necessary parts.
"Title": Can be changed as needed
"Account information linked with Notion": Check if it is correct
"Action when launching from the extension": Select "Launch from a specific page"
Enter the "URL of the launch page" to conduct a test and press "Test".
This time, we created a table for automatic invoice creation as a test!
※ As a "sample URL of the launch page", we have pasted the page URL of "Test".
If the test is successful, the data from Notion will be displayed as the obtained value (output).
Once confirmed, click "Save".
※ For a detailed explanation of the output, please check here.
Click "Retrieve records (ID search)".
Enter the necessary parts.
"Title": Can be changed as needed
"Account information linked with Notion": Check if it is correct
"Execution action": Select "Retrieve records (ID search)"
Select the "Database ID" from the candidates.
Click the input field to display the list of candidates and choose from them!
Enter the "conditions for the retrieved records" using the values obtained in Step 3.
【How to use the obtained values (output)】
① Click the input field to display the "obtained values"
② Click "Launch from a specific page"
③ Select "Page ID"
After entering, click "Test" to confirm that the obtained values are displayed.
After checking the contents, press "Save".
Click "Issue Document".
Enter the necessary parts.
"Title": Can be changed as needed
"Account information linked with Microsoft Excel": Check if it is correct
"Execution action": Select "Retrieve records (ID search)"
Next, enter the necessary information for "Template Document Integration".
As a test, we have created a sheet like this in Microsoft Excel!{ } parts will be replaced with the data obtained earlier.
Enter "File Save Location" and "Drive ID" from top to bottom.
"Drive ID" and "Item ID" can be selected from the candidates!
Enter the data for the "Issued Document".
Select the "Folder ID" from the candidates.
By utilizing the obtained values (output) for the "Output File Name", you can save it without overlapping with other document names.
Enter the values obtained in Step 4 as the "replacement data".
The target string for replacement is the part enclosed in {} in the template document.
※ For the template document setup method, please check here.
Once all items have been entered, press "Test".
If the test is successful, click "Save".
Then check if the invoice is actually saved!
(※ Two patterns, PDF and Microsoft Excel, will be saved in the specified folder.)
Finally, click "Turn on the trigger" to complete the automation settings.
Check if the flowbot is activated correctly.
Thank you for your hard work on the setup!
These are the integration steps to create documents in Microsoft Excel based on Notion information!
Yoom has many other automation templates that utilize Microsoft Excel!
Check if there are any automation examples with apps you are familiar with.
How was it? By implementing automation using Microsoft Excel, you can automate document creation based on data sent from various tools, improving efficiency.
Additionally, you should be able to appreciate various benefits such as reduced human error and increased speed!
Furthermore, automation like this can be achieved without programming knowledge by utilizing the no-code tool Yoom!
With a simple design that is easy for beginners to challenge, anyone can easily implement Microsoft Excel automation.
If you're interested, first create a free account and check out the usability for yourself.
Registration takes just 30 seconds. After registering, you can immediately start operating the actual device, allowing you to check the usability while actually using it!
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