[No-Code Solution] How to Automatically Transfer and Write Data into Microsoft Excel

"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.

Try it

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■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 in Microsoft SharePoint, making data management smoother.

■Recommended for

• IT personnel managing a large number of files using Microsoft SharePoint  
• Business users who spend time manually entering file information into Microsoft Excel  
• Team leaders who want to improve operational 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  

■Benefits of using this template  

• Improved operational efficiency: By automatically writing to Microsoft Excel at the same time as saving files to Microsoft SharePoint, you can eliminate the hassle of manual entry.  
• Ensured data accuracy: Automation prevents human error, allowing accurate file information to be reflected in Microsoft Excel.  
• Time savings: By automating repetitive data entry tasks, you can secure time to focus on other important tasks.  
• Consistent data management: Data is written to Microsoft Excel in a unified format, maintaining information integrity.  
• Easy setup: Yoom's intuitive interface allows you to easily build workflows without specialized knowledge.

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See details Try it

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.

Try it

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■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 in Microsoft SharePoint, making data management smoother.

■Recommended for

• IT personnel managing a large number of files using Microsoft SharePoint  
• Business users who spend time manually entering file information into Microsoft Excel  
• Team leaders who want to improve operational 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  

■Benefits of using this template  

• Improved operational efficiency: By automatically writing to Microsoft Excel at the same time as saving files to Microsoft SharePoint, you can eliminate the hassle of manual entry.  
• Ensured data accuracy: Automation prevents human error, allowing accurate file information to be reflected in Microsoft Excel.  
• Time savings: By automating repetitive data entry tasks, you can secure time to focus on other important tasks.  
• Consistent data management: Data is written to Microsoft Excel in a unified format, maintaining information integrity.  
• Easy setup: Yoom's intuitive interface allows you to easily build workflows without specialized knowledge.

‍

See details Try it

When a file is added to OneDrive, add it to Microsoft Excel.

Try it

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■ Overview
The "Add files to Microsoft Excel when added to OneDrive" flow is a business workflow that automatically records information in Excel whenever a new file is uploaded to OneDrive. This significantly reduces the effort required for file management and data organization, supporting efficient business operations. It is particularly useful for tracking the history of file additions.

■ Recommended for

• Those who manage a large number of files in OneDrive and want to automatically record the addition history  
• Those who utilize Microsoft Excel for data management and want to reduce manual input tasks  
• Business professionals looking to improve efficiency and reduce the time spent on file management  
• Administrators who share files within a team and want to centrally manage change history  

■ Benefits of using this template

• Reduction of manual input: Since entries are automatically made in Microsoft Excel every time a file is added to OneDrive, manual input is no longer necessary.  
• Centralized data management: By consolidating file addition information in Microsoft Excel, data verification and analysis become easier.  
• Error-free recording: Automation prevents human errors, ensuring accurate data management.
  

See details Try it

Write and Transfer Email Data to Microsoft Excel

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!

Summarize Outlook emails with AI and add them to Microsoft Excel

Try it

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■Overview

The "Summarize Outlook Emails with AI and Add to Microsoft Excel" workflow is an automated process that efficiently organizes and digitizes received email content.
It reduces the hassle of data management while maintaining business speed.

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■Recommended for

• Business professionals who want to efficiently manage a large volume of Outlook emails
  
  • Those who process a vast number of emails daily and face challenges in preventing important information from being overlooked and in streamlining data organization
• Team leaders who want to automate data management in Microsoft Excel
  
  • Those who want to reduce the effort of manually entering data into Microsoft Excel for team sharing
• IT personnel promoting business automation
  
  • Those who aim to automate everything from email summarization to data addition, enhancing operational efficiency and accuracy

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■Benefits of using this template

By automatically summarizing emails and adding them to Excel, the burden of manual work is reduced, and work time is shortened.
Additionally, consistent summarization and automatic input by AI improve data accuracy.
Centralized management of important email information in Excel allows for immediate access when needed, leading to efficient information management.

See details Try it

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.

Try it

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■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 are spending 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

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■Benefits of using this template

• Automatic writing to Microsoft Excel can significantly reduce manual work time.
• Maintains data consistency and accuracy, and is expected to prevent human error.
• Real-time updates of account information allow you to always grasp the latest data.
  

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When a lead is registered in Pipedrive, add it to Microsoft Excel.

Try it

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■Overview
The flow "Add a lead registered in Pipedrive to Microsoft Excel 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, lead information can be automatically written to Microsoft Excel.
This allows the sales team to manage data more quickly and improve productivity.

■Recommended for

• Sales representatives who manage leads using Pipedrive  
• Team leaders who spend time manually transferring data from Pipedrive to Microsoft Excel  
• IT personnel at companies looking to promote automation and efficiency in the sales process  
• Executives who want to centralize lead data management in Microsoft Excel  

■Benefits of using this template

• Reduction of data entry effort: Automatic writing from Pipedrive to Microsoft Excel reduces the time spent on manual work.  
• Prevention of human error: Automation prevents mistakes during data transfer, enabling accurate information management.  
• Improvement of operational efficiency: Automatic updating of lead information enhances the speed and efficiency of the entire sales process.

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See details Try it

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.

Try it

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■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 in Microsoft SharePoint, making data management smoother.

■Recommended for

• IT personnel managing a large number of files using Microsoft SharePoint  
• Business users who spend time manually entering file information into Microsoft Excel  
• Team leaders who want to improve operational 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  

■Benefits of using this template  

• Improved operational efficiency: By automatically writing to Microsoft Excel at the same time as saving files to Microsoft SharePoint, you can eliminate the hassle of manual entry.  
• Ensured data accuracy: Automation prevents human error, allowing accurate file information to be reflected in Microsoft Excel.  
• Time savings: By automating repetitive data entry tasks, you can secure time to focus on other important tasks.  
• Consistent data management: Data is written to Microsoft Excel in a unified format, maintaining information integrity.  
• Easy setup: Yoom's intuitive interface allows you to easily build workflows without specialized knowledge.

‍

See details Try it

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.

Try it

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■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 in Microsoft SharePoint, making data management smoother.

■Recommended for

• IT personnel managing a large number of files using Microsoft SharePoint  
• Business users who spend time manually entering file information into Microsoft Excel  
• Team leaders who want to improve operational 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  

■Benefits of using this template  

• Improved operational efficiency: By automatically writing to Microsoft Excel at the same time as saving files to Microsoft SharePoint, you can eliminate the hassle of manual entry.  
• Ensured data accuracy: Automation prevents human error, allowing accurate file information to be reflected in Microsoft Excel.  
• Time savings: By automating repetitive data entry tasks, you can secure time to focus on other important tasks.  
• Consistent data management: Data is written to Microsoft Excel in a unified format, maintaining information integrity.  
• Easy setup: Yoom's intuitive interface allows you to easily build workflows without specialized knowledge.

‍

See details Try it

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.

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].

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.

Try it

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■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.

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‍■Recommended for

• Those who manage advertising budgets in Microsoft Excel
• Those who want to streamline the process of verifying budget information among stakeholders
• Those who want to prevent budget oversight and proactively identify signs of budget overruns

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■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.

See details Try it

When Salesforce opportunity information is registered, add the information to Excel.

Try it

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◼️Overview‍

This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce opportunity object.

When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet.

Please prepare a sheet to manage opportunity information in Excel Online for use. ‍

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◼️Notes‍

・After opportunity information is registered in Salesforce, an event will be registered in Google Calendar 5 to 15 minutes later.

・Integration settings with both Salesforce and Excel Online are required for Yoom.

・Available for use with Excel Online. (Not available for local files.)

・Available with Yoom's Team Plan or higher.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connection of the configured flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps.

・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.

See details Try it

When a card is registered in Trello, add a record to Microsoft Excel.

Try it

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■Overview

This is a flow that adds a record to Microsoft Excel when a card is registered in Trello.

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■Recommended for

1. Members of teams using Trello

・Those who want to list and analyze tasks and information managed in Trello using Microsoft Excel

・Those who want to reduce the effort of manually transferring additional information from Trello to Microsoft Excel

・Those who want to always check the latest Trello information in Microsoft Excel

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2. Team leaders and managers

・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding the team's situation

・Those who want to process and analyze Trello data in Microsoft Excel for business improvement and decision-making

■Benefits of using this template

Trello is a tool for project and task management, but there are often cases where you want to utilize the information in other systems. By integrating with a versatile spreadsheet software like Microsoft Excel, you can analyze task information in various ways and create reports. However, if Trello and Microsoft Excel are operated separately, there is a need to manually transfer card information registered in Trello to Excel, which can lead to transcription errors and information omissions.

By utilizing this flow, the information linkage between Trello and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing human errors.

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■Notes

・Please integrate Trello 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.

See details Try it

When a contact is created in HubSpot, add it to Microsoft Excel.

Try it

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■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.

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‍■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

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■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.‍

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■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.

See details Try it

When a task is registered in Notion, it is also added to a Microsoft Excel sheet.

Try it

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■Overview

‍Automatically register task information recorded in the Notion task management database into Microsoft Excel.

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‍■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.

See details Try it

Conclusion

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.

Create a free account now

Why not start a new way of working today, free from tedious data entry tasks?