"I forgot to enter it into Microsoft Excel again..."
Every day, I manually compile scattered information such as email contents, file updates, and sales data into Excel. Even though I try to be careful, omissions and update errors tend to happen. However, there is actually a way to automate these "tedious but time-consuming tasks," such as automatically transferring the contents of emails received in Outlook to Microsoft Excel or automatically writing file information saved in Microsoft SharePoint.
In this article, we introduce what you can do by integrating Microsoft Excel with other apps! If there's a workflow you're interested in, you can try it out immediately by clicking the "Try it" button. Why not automate those tedious verification tasks?
For those who want to try it as soon as possible
Yoom offers templates for automating workflows using Microsoft Excel! If you want to start right away, click the banner below to get started!
Once the file is stored in Microsoft SharePoint, add the file information to Microsoft Excel.
■Overview The flow 'Add file information to Microsoft Excel when a file is stored in Microsoft SharePoint' is a business workflow that streamlines file management and data organization. When saving a large number of files to SharePoint daily, manually entering each file's information into Microsoft Excel is time-consuming and labor-intensive. By using this workflow, file information is automatically written to Microsoft Excel the moment a new file is saved to Microsoft SharePoint, making data management smoother.
■Recommended for ・IT personnel managing a large number of files using Microsoft SharePoint ・Business users spending time manually entering file information into Microsoft Excel ・Team leaders who want to improve work efficiency while maintaining data consistency and accuracy ・Executives who want to automate the process of writing data to Microsoft Excel ・Those who want to optimize business workflows using Yoom
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Microsoft Excel. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・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. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
Various Methods to Automatically Write and Transfer Data to Microsoft Excel
There are several ways to automatically write and transfer data to Microsoft Excel. Here are some methods we've picked out 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 updates in Microsoft Excel. Registration takes just 30 seconds, so feel free to give it a try!
Writing and Transferring Data from Storage Services to Microsoft Excel
This flow automatically transfers file information to Microsoft Excel, starting from storage apps like Microsoft SharePoint. When sharing files with a team, you might wonder who's doing what... With this flow, you'll be able to see it all at a glance!
Once the file is stored in Microsoft SharePoint, add the file information to Microsoft Excel.
■Overview The flow 'Add file information to Microsoft Excel when a file is stored in Microsoft SharePoint' is a business workflow that streamlines file management and data organization. When saving a large number of files to SharePoint daily, manually entering each file's information into Microsoft Excel is time-consuming and labor-intensive. By using this workflow, file information is automatically written to Microsoft Excel the moment a new file is saved to Microsoft SharePoint, making data management smoother.
■Recommended for ・IT personnel managing a large number of files using Microsoft SharePoint ・Business users spending time manually entering file information into Microsoft Excel ・Team leaders who want to improve work efficiency while maintaining data consistency and accuracy ・Executives who want to automate the process of writing data to Microsoft Excel ・Those who want to optimize business workflows using Yoom
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Microsoft Excel. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・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. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
■Overview The "Add to Microsoft Excel when a file is added to OneDrive" flow is a business workflow that automatically records information in Excel every time a new file is uploaded to OneDrive. This significantly reduces the effort of file management and data organization, supporting efficient business operations. It is especially useful when you want to track the history of file additions.
■Recommended for ・Those who manage a large number of files on OneDrive and want to automatically record the addition history ・Those who use Microsoft Excel for data management and want to reduce manual input work ・Business professionals who aim to improve efficiency and shorten the time spent on file management ・Administrators who share files within a team and want to centrally manage change history
■Notes ・Please link OneDrive 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. ・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. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
This is a flow that exports the content of emails to Microsoft Excel, starting from email apps like Outlook. You can update information automatically without opening the emails. It's useful when you want to automatically compile daily inquiry emails or order emails into Excel!
This is a flow to store survey results received via Gmail into Microsoft Excel.
■Important Notes ・Please integrate with both Gmail and Microsoft Excel with Yoom. ・You can select the trigger activation interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for personal and general business use (Microsoft365 Business), and authentication may fail if you're not enrolled in the general business plan. ・AI operations are only available in team plans and success plans. If you are on a free plan or mini plan, operations set in the flow bot will result in errors, so please be cautious. ・Paid plans such as team plans and success plans offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview The "Summarize Outlook emails with AI and add them to Microsoft Excel" workflow is an automated process to efficiently organize and convert received emails into data. You can maintain business speed while reducing the effort of data management.
■Recommended for ・Business persons who want to efficiently manage a large number of Outlook emails ・Those who handle a vast amount of emails daily and face challenges in preventing important information from being overlooked and in improving data organization ・Team leaders who want to automate data management with Microsoft Excel ・Those who want to reduce the hassle of manually entering data into Microsoft Excel for team sharing ・IT staff promoting business automation ・Those who aim to automate from email summarization to data addition, improving work efficiency and accuracy
■Notes ・Please link both Outlook and Microsoft Excel with Yoom. ・Microsoft365 (formerly Office365) has both home and general corporate plans (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail. ・The trigger intervals can be set to 5, 10, 15, 30, or 60 minutes. ・Note that the minimum activation interval varies by plan. ・For settings related to operations manipulating Microsoft Excel databases, please refer to the following. https://intercom.help/yoom/ja/articles/9003081
Write and Transfer Data from Database/CRM Services to Microsoft Excel
This is a flow for transferring data from CRM tools like Pipedrive to Microsoft Excel. It allows you to manage data registered during sales activities directly in Microsoft Excel, reducing the effort needed for report creation and progress tracking!
Once an account is created in Apollo, add it to Microsoft Excel.
■Overview The "Add to Microsoft Excel when an account is created in Apollo" flow is a business workflow that streamlines account management. Every time a new account is registered in Apollo, it is automatically written to Microsoft Excel, eliminating the need for manual data entry. This ensures data consistency and reduces the burden of management tasks.
■Recommended for ・Those who manage accounts using Apollo and spend time on manual data entry ・Business personnel who want to centrally manage account information using Microsoft Excel ・IT personnel in companies aiming to reduce human error during data entry and achieve accurate information management
■Notes ・Please integrate both Apollo and Microsoft Excel 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. ・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. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
■Overview The flow "Add to Microsoft Excel when a lead is registered in Pipedrive with Yoom" is a business workflow aimed at streamlining the sales process. Do you want to avoid the hassle and errors of manually transferring information to Microsoft Excel when a new lead is registered in Pipedrive? By utilizing Yoom's API integration feature, you can automatically write lead information to Microsoft Excel. This allows the sales team to manage data more quickly and improve productivity.
■Recommended for ・Sales representatives managing leads using Pipedrive ・Team leaders spending time manually transferring data from Pipedrive to Microsoft Excel ・IT personnel in companies looking to promote automation and efficiency in the sales process ・Executives looking to centralize lead data management in Microsoft Excel
■Notes ・Please integrate Yoom with both Pipedrive and Microsoft Excel. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・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. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
Let's Create a Flow to Automatically Write and Transfer Data to Microsoft Excel
Now, let's create a flow to automatically write and transfer data to Microsoft Excel! This time, we'll proceed with the setup using Yoom, a no-code platform! If you don't have a Yoom account yet, please issue one from the registration form here.
[What is Yoom]
This time, we'll create a flow bot that adds file information to Microsoft Excel when a file is stored in Microsoft SharePoint! The creation process is broadly divided into the following steps.
Integrate Microsoft SharePoint and Microsoft Excel with My Apps
Copy the template
Set triggers for Microsoft SharePoint and actions for Microsoft Excel
Set the trigger to ON and complete the preparation for flow operation
Once the file is stored in Microsoft SharePoint, add the file information to Microsoft Excel.
■Overview The flow 'Add file information to Microsoft Excel when a file is stored in Microsoft SharePoint' is a business workflow that streamlines file management and data organization. When saving a large number of files to SharePoint daily, manually entering each file's information into Microsoft Excel is time-consuming and labor-intensive. By using this workflow, file information is automatically written to Microsoft Excel the moment a new file is saved to Microsoft SharePoint, making data management smoother.
■Recommended for ・IT personnel managing a large number of files using Microsoft SharePoint ・Business users spending time manually entering file information into Microsoft Excel ・Team leaders who want to improve work efficiency while maintaining data consistency and accuracy ・Executives who want to automate the process of writing data to Microsoft Excel ・Those who want to optimize business workflows using Yoom
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Microsoft Excel. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・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. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
Step 1: Integration of My Apps with Microsoft SharePoint and Microsoft Excel
First, log in to your Yoom account. If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on Add.
2. You can search by app name in the input field.
Register My Apps for Microsoft SharePoint
Let's register Microsoft SharePoint as a My App! Enter Microsoft SharePoint in the input field, and when the Microsoft SharePoint icon appears, click on the Microsoft SharePoint icon.
Note that "Microsoft 365 (formerly Office 365)" has plans for both personal and business use (Microsoft 365 Business). If you do not have a business plan, authentication errors may occur when linking with Yoom, so please check the plan details in advance.
1. If you are already logged into Microsoft 365, the My App registration will be completed instantly. If you are not logged in, the following screen will appear. Please log in with the account you want to link. For detailed instructions on registering My Apps, please refer to the following link. Instructions and Precautions for Registering My Apps in Microsoft365 Services Once you have signed in, the My App registration for Microsoft SharePoint is complete.
Register My Apps for Microsoft Excel
Similarly, search for Microsoft Excel and click on the icon.
1. If you were logged in when registering Microsoft SharePoint as a My App, the registration will be completed instantly. If you were signed out, the sign in screen will appear. Please sign in with the account you want to link.
If the My App registration is successful, the following screen will appear. Please check if the icons for Microsoft SharePoint and Microsoft Excel are displayed on the My Apps screen.
Step 2: Copy the Template
Please click on "Try it" from the link below.
Once the file is stored in Microsoft SharePoint, add the file information to Microsoft Excel.
■Overview The flow 'Add file information to Microsoft Excel when a file is stored in Microsoft SharePoint' is a business workflow that streamlines file management and data organization. When saving a large number of files to SharePoint daily, manually entering each file's information into Microsoft Excel is time-consuming and labor-intensive. By using this workflow, file information is automatically written to Microsoft Excel the moment a new file is saved to Microsoft SharePoint, making data management smoother.
■Recommended for ・IT personnel managing a large number of files using Microsoft SharePoint ・Business users spending time manually entering file information into Microsoft Excel ・Team leaders who want to improve work efficiency while maintaining data consistency and accuracy ・Executives who want to automate the process of writing data to Microsoft Excel ・Those who want to optimize business workflows using Yoom
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Microsoft Excel. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・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. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
If the following display appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting a trigger to activate when a file is created or updated in a specified folder on the site
First, click the icon at the top that says "When a file is created or updated in a specified folder within the site".
Set up the account information to integrate with Microsoft SharePoint. Select the trigger "When a file is created or updated in a specified folder within the site". Once the setup is complete, click "Next".
Let's configure each item.
Trigger interval: You can select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest interval you can set depends on your plan, so please check in advance!
Site ID and Folder ID: Click the input field and suggestions will appear as shown below. Select from them.
If the test is successful, the information obtained from Microsoft SharePoint will be displayed as retrieved value as shown below. If you are interested in the details of the retrieved value, please check the link below. About the Retrieved value Don't forget to click "Save" if the test is successful!
Step 4: Setting to add records in Microsoft Excel
Finally, click the icon for "Operate the database".
Set up the account information to integrate with Microsoft Excel. Select the action "Add Record".
Let's set up the database integration.
File storage location: You can choose between OneDrive or SharePoint. In this example, OneDrive is selected.
Drive ID: Click the input field, and suggestions will appear as shown below. Select from them. Note that if SharePoint is selected, this part will be the Site ID.
Worksheet name, Item ID: When you enter the Drive ID, suggestions will appear as before, so you can select from them!
File name (optional), Table range: Enter as desired while checking the annotations.
Set the values for the records to be added. In this example, we are using the following database.
Configure each item using the retrieved values from Microsoft SharePoint.
Once the setup is complete, test it, and if there are no issues, save it.
This completes the flow of [Add file information to Microsoft Excel when a file is stored in Microsoft SharePoint].
Step 5: Testing and Confirmation
Once the setup is complete, the following screen will appear. Click the "Turn on Trigger" button to activate the flow bot.
That's how you add file information to Microsoft Excel when a file is stored in Microsoft SharePoint!
Other Automation Examples Using Microsoft Excel API
By leveraging the Microsoft Excel API, various automations can be achieved.
Automation Examples Using Microsoft Excel
You can retrieve budget data from Microsoft Excel at a specified time and notify Microsoft Teams, or automatically reflect tasks and cards added in Notion or Trello onto a Microsoft Excel sheet. Additionally, information registered in Salesforce or HubSpot can also be automatically added to Microsoft Excel.
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.
How was it? By integrating Microsoft Excel with other tools, you can potentially solve issues such as "wanting to reduce manual input each time," "preventing information update omissions," and "eliminating the hassle of report creation." By incorporating automatic data entry and transcription, you can achieve more accurate and speedy information management.
By utilizing the no-code tool Yoom, you can easily achieve automatic integration between Microsoft Excel and other apps without the need for programming! If you're interested, start by creating a free account and experience its convenience firsthand. Registration takes just 30 seconds! You can start automating right away.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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