・
When managing various data in Microsoft Excel, there are times when you need to not only write new data into Microsoft Excel but also transfer data to other tools.
When there is a large amount of data to write into Microsoft Excel, it can be quite a hassle, and if you also have to transfer it to other tools, it not only takes up a significant amount of time but also increases the likelihood of transcription errors and missed updates, doesn't it…?
<span class="mark-yellow">To avoid such situations, it is recommended to implement automation using Microsoft Excel!</span>
By implementing automation, data writing and transcription are completed automatically, allowing for faster processing than manual work and reducing the risk of human error, which may lead to fewer data omissions.
Moreover, implementing automation using Microsoft Excel does not require difficult knowledge such as programming. 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 various methods to transfer and write data into Microsoft Excel. We've picked out a few methods for you to check out!
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience automation with Microsoft Excel. Registration takes only 30 seconds, so feel free to give it a try!
This is a flow where data is transferred into Microsoft Excel starting from databases like Notion. It not only prevents double management of data but also helps prevent input errors and omissions in data transfer.
This is a flow that transfers data from form applications like Google Forms to Microsoft Excel. It is recommended for situations where you want to analyze survey results or manage application form data as a sales list.
This is a flow that transfers data from chat applications like Slack to Microsoft Excel. By transferring important conversations and decisions from the chat to Microsoft Excel, it not only improves searchability but also helps prevent oversights.
Let's get started by creating a flow to automatically transfer and write data into Microsoft Excel! This time, we'll use Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please issue one from the registration form here.
[What is Yoom]
This time, we will create a flow bot that transfers data to Microsoft Excel when a page is created in 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, a login screen will appear.
Enter your login information.
After logging in, a screen to grant access to 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, a sign-in screen will appear.
Once logged in, the connection will be completed automatically.
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.
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 don't need to open it. If you interrupt the setting, open it from "My Project" to resume!)
Click "When a page is created."
Enter the necessary parts.
"Title": Can be changed if necessary
"Account information linked with Notion": Confirm if correct
"Trigger action": Select "When a page in a specific database is created or updated"
Select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
If you want to transfer to Microsoft Excel quickly, set it at a shorter interval!
※ Please note that the selection of intervals varies depending on the plan.
Next, enter the "Database ID."
We created a table called "Employee Information Test" for testing purposes.
We will test adding the page information of this table to Microsoft Excel!
After entering the "Database ID," press "Test."
※ For how to check Notion IDs, please see here.
If the test is successful, the output will be displayed, so if you can confirm the content, click "Save."
※ For a detailed explanation of the output, please see here.
Click "Retrieve records (ID search)."
Enter the necessary parts.
"Title": Can be changed if necessary
"Account information linked with Notion": Confirm if correct
"Execution action": Select "Retrieve records (ID search)"
Re-enter the "Database ID."
In Step 3, we copied and pasted from the URL, but this time you can select from the suggestions.
Click the input field and choose from the suggestions!
Press "Next" and you will be asked to enter the "Conditions for the record you want to retrieve," so use the output to enter.
【How to use the output】
① Click the input field to display "Output"
② Click "When a page is created"
③ Enter "Object ID"
After entering, press "Test," and if the Notion information is displayed as output, it is successful!
Click "Save."
Click "Add record."
Enter the necessary parts.
"Title": Can be changed if necessary
"Account information linked with Microsoft Excel": Confirm if correct
"Execution action": Select "Add record"
Link with the sheet where the data will be transferred.
We created a sheet like the image in Microsoft Excel for testing!
Enter "File location," "Drive ID," etc., from the top in order.
"Drive ID," "Item ID," and "Sheet ID" can be selected from the suggestions!
Enter the "Values of the record to be added."
Confirm that the items are displayed from the target sheet in Microsoft Excel, and use the output to enter.
After entering, press "Test," and if there are no issues, click "Save."
Don't forget to check if it is actually transferred to Microsoft Excel!
Finally, click "Turn on the trigger" to complete the automation settings.
Check if the flow bot is operating correctly.
Thank you for your hard work on the setup!
These are the steps for linking to transfer to Microsoft Excel when a page is created in Notion!
Data addition and transfer tasks can be automated, making centralized management smoother. The timing of additions and notifications can also be customized to match the workflow, which may not only improve efficiency but also help prevent mistakes!
By implementing automation using Microsoft Excel, you can understand that data entry and writing can be completed automatically, simplifying your tasks!
Not only can you register new data, but if you can automatically update two databases at the same time, you can expect fewer situations where you wonder, "Which data is the latest?"
This might make data management easier than ever!
Moreover, Yoom is designed to be simple and user-friendly, allowing even beginners to easily implement automation. No complicated programming knowledge is required.
This makes it easier for those who have given up on implementing automation to take on the challenge!
Registration takes just 30 seconds, and you can start using it immediately afterward. Try it out and see how it feels!
.avif)
