How to Add to Microsoft Excel When an Application is Approved in Jobcan Expense Management and Workflow

The process consists of 4 steps.

1. Register Jobcan Expense Management & Workflow and Microsoft Excel as My Apps
2. Set a trigger to activate when a request is approved in Jobcan Expense Management & Workflow
3. Set an action to add a record in Microsoft Excel
4. Verify the automation between Jobcan Expense Management & Workflow and Microsoft Excel

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Step 1: Register Jobcan Expense Management & Workflow and Microsoft Excel as My Apps

Please register Jobcan Expense Management & Workflow and Microsoft Excel as My Apps to connect them to Yoom.
Completing the My Apps registration first will make the automation setup easier.

First, start by registering Jobcan Expense Management & Workflow as My Apps.
For registration instructions, please refer to the help page here.

Next, register Microsoft Excel as My Apps.
※Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). Please note that if you are not subscribed to the general business plan, authentication may fail.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Microsoft Excel from "Search by App Name" or find it from the app list.

Log in when the following screen is displayed.

Once the My Apps registration for Jobcan Expense Management & Workflow and Microsoft Excel is complete, they will be displayed in My Apps.

Step 2: Set a trigger to activate when a request is approved in Jobcan Expense Management & Workflow

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to change them, click on the relevant section to make changes.
First, to set up Jobcan Expense Management and Workflow, click "When the application is approved".

The following screen will be displayed, so please check the settings.

• "Title" → Change if necessary
• "Account information to link with Jobcan Expense Management and Workflow" → Check if the account is correct
• "Trigger Action" → When the application is approved
  

When the following screen is displayed, select the "Trigger Activation Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※Please note that the trigger activation interval varies depending on the plan.
Once set, click "Test" → "Test Success" → "Save".

Step 3: Set up the action to add a record in Microsoft Excel

Next, to set up Microsoft Excel, click "Add a record".
The following screen will be displayed, so check the settings.

• "Title" → Change if necessary
• "Account information to link with Microsoft Excel" → Check if the account is correct
• "Execute Action" → Add a record
  

Move to the Microsoft Excel screen and set the item names of the application data for testing.
Use the following sheet as an example.

Return to the Yoom screen and set up the "Database Integration".

• "File Storage Location" → OneDrive
• "Drive ID" → Select from the candidates
  Click within the frame to display the candidates as shown below, and select the OneDrive you are using from the candidates.
  

Scroll and select "Item ID" and "Sheet Name" from the candidates.

The item names of the application data set in Microsoft Excel will be displayed, so set the "Value of the record to be added".
Use the output of Jobcan Expense Management and Workflow to set it up.
Click the arrow in the red frame to display the output of Jobcan Expense Management and Workflow.
Set the output corresponding to the item name.
Set other items, and click "Test" → "Test Success" → "Save".

Step 4: Verify the automation operation between Jobcan Expense Management and Workflow and Microsoft Excel

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts correctly.

Other examples of automation using Jobcan Expense Management and Workflow and Microsoft Excel

1. This is a flow that automatically adds tasks to Microsoft Excel when an application is made in Jobcan Expense Management and Workflow.
This saves the trouble of adding tasks and makes task management easier.
There is no need to check for applications in Jobcan Expense Management and Workflow.

2. This is a flow that automatically sends Outlook when an application is approved in Jobkan Expense Management/Workflow.
Notification after approval is automated, making it easy to confirm approval data.
You can freely set the Outlook notification destination, making it convenient for sharing information with the entire team.

3. This is a flow that automatically stores posts from Google Chat into Microsoft Excel.
By managing the content of Google Chat in Microsoft Excel, you no longer have to worry about losing important posts.
You can review past posts, making it recommended for those who frequently need to look back.

Summary

In this article, we introduced a flow to automatically add approved application data from Jobcan Expense Management and Workflow to Microsoft Excel.
This prevents data entry errors and leads to reliable data management.
Furthermore, it allows for the visualization of approved data, making it easier to grasp the progress.
Take advantage of this automation to streamline the management of approved data.

As introduced, app integration and automation with Yoom can be done easily by anyone.
If you are interested, please try registering for free from here.