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"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?
Yoom offers templates for automating workflows using Microsoft Excel!
If you want to start right away, click the banner below to get started!
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!
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!
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 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!
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.
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.
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.
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.
Please click on "Try it" from the link below.
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
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.
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!
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.
For detailed setup instructions, please refer to the link below.
Regarding the setup of operations to manipulate the database in Excel
Once the setup is complete, click "Next".
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].
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!
By leveraging the Microsoft Excel API, various automations can be achieved.
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.
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.
<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily achieve automatic integration between Microsoft Excel and other apps without the need for programming!</span> 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.
Why not start a new way of working today, free from tedious data entry tasks?
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