How to integrate kickflow with Microsoft Excel and automatically register application data approved in kickflow into Microsoft Excel

Have you ever wanted to reduce the time spent manually entering approval statuses for applications? By integrating Kickflow with Microsoft Excel, you can automate the registration of approval data. This automation helps streamline data entry tasks, enhancing both the transparency and accuracy of your operations. In this article, we will explain in detail how to easily implement this integration without any coding and the benefits it offers. Recommended for: - Team leaders who have implemented Kickflow but are spending too much time organizing data after approvals. - Project managers overseeing projects that require data sharing between teams. - Administrative departments using Microsoft Excel for management tasks but looking to streamline data entry. Benefits and Examples of Integrating Kickflow with Microsoft Excel Benefit 1: Reduction in Work Time By implementing a system that automatically registers information approved in Kickflow into Microsoft Excel, you can eliminate the need for manual input, thereby improving work efficiency. The traditional process of manually checking approval data and transcribing it into Excel becomes unnecessary, leading to reduced time spent on management tasks. For example, if you set up the system so that approved expense claims are immediately reflected in the budget management sheet in Microsoft Excel, you can automate the data entry tasks regularly performed by the accounting department. This not only reduces the burden of processing a large volume of tasks at the end of the month but also decreases the likelihood of human error. Especially in companies with a high volume of application data, the efficiency gains can be significant, allowing more time to focus on other tasks. Benefit 2: Transparency in the Approval Process Integrating Kickflow with Microsoft Excel contributes to improved transparency in the approval process. Since approval data is registered in Excel in real-time, it becomes easy to see who approved what application and when. This centralized data allows all stakeholders to verify the same information, facilitating smooth information sharing between teams. For instance, when a campaign budget request is approved, the information is immediately reflected in Excel, allowing all relevant departments, such as sales and marketing teams, to quickly check the progress. This eliminates the need for repeated inquiries by the person in charge, preventing information sharing delays and omissions. Additionally, since past approval histories can be searched and analyzed in Excel, it supports future decision-making and the formulation of improvement measures. Benefit 3: Improved Data Accuracy Automatically registering Kickflow approval data into Microsoft Excel prevents manual errors and enables accurate data management. Furthermore, since data is centralized in Microsoft Excel, it becomes easy to quickly search for the necessary information. For example, if approved expense data is automatically organized in Excel, you can easily extract information for specific applicants or projects. This system is expected to improve both the speed and accuracy of operations, making access to necessary information easier. [Yoomとは]

How to Create a Connection Flow between kickflow and Microsoft Excel

From here, we will explain the steps for app integration.
The general flow is as follows:

・Connect kickflow and Microsoft Excel to My Apps
・Copy the template
・Set the trigger in kickflow and set the action in Microsoft Excel
・Set the trigger to ON and complete the preparation for flow operation
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Step 1. Connect kickflow and Microsoft Excel to My Apps

First, connect kickflow and Microsoft Excel to My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the settings from "+New Connection".

Next, search for kickflow and click on it.‍

Set the "Account Name" as desired.
For the "Access Token", set the access token generated in kickflow, referring to the annotations.
Finally, click "Add" to complete the My Apps connection for kickflow.

Similarly, search for Microsoft Excel.

Select an account or sign in to complete the My Apps connection.

Next, proceed with the settings using the Flow Bot template.
Log in to Yoom and click "Try it" on the banner below.

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A message saying "Template copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger for kickflow.
Click "When the application is approved in kickflow".

Next, edit the title and check the account information.
In "Account information linked with kickflow", make sure the correct account is selected.
The "Title" can be edited optionally.
On the other hand, do not change the "Trigger Action" and click "Next".

Set up the Webhook for kickflow.
Copy the displayed Webhook URL and set it up in kickflow by referring to the annotations under "Management Center > External Integration > Webhook > Create New".
Once each item is set, click "Test".

If the test is successful, the information obtained from kickflow will be displayed in the output.
After confirming, click "Save".

Step 3: Set the Action

Next, set up Microsoft Excel.
Click "Add Record".

As before, edit the title and check the account.

Scroll down the page to set up the database integration.
You can choose OneDrive or SharePoint as the file storage location.
Select "Drive ID", "Item ID", and "Sheet Name" from the options and click "Next".
*If SharePoint is selected, "Site ID" will be displayed instead of "Drive ID".

Next, set the values for the record to be added.
Click the field to quote information obtained from kickflow.
After setting, click "Test" to check if the record is added to Microsoft Excel.
After confirmation, click "Save".

Click "Turn on Trigger" to complete the flow operation preparation.
Now, when the application is approved in kickflow, data will be automatically registered in Microsoft Excel.

Other Automation Examples Using kickflow

1. Share Information Quickly with Automated Notifications

When a request is approved in kickflow, a notification is automatically sent to LINE WORKS.
This allows for quick understanding of the approval status, eliminating the need to open multiple tools and improving the efficiency of information sharing.

2. Streamline Information Management with Automatic Updates in Google Sheets

Once approval is completed in kickflow, relevant information is automatically added to Google Sheets.
This eliminates the need for manual input, enabling accurate and swift information management.

3. Simplify the Process with Automatic Contract Delivery

Once approval is completed in kickflow, the contract is automatically sent via DocuSign.
This flow streamlines the contract delivery, ensuring the process proceeds smoothly.

Summary

By integrating kickflow with Microsoft Excel, automatic registration of approval data becomes possible, which can enhance operational efficiency and transparency.
Especially if manual tasks are time-consuming, this automation can improve data accuracy and support faster operations.

Please consider integrating kickflow with Microsoft Excel on this occasion.