How to integrate Notion with Microsoft Excel to add task registrations from Notion to Microsoft Excel

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‍How to Automatically Add Tasks Registered in Notion to Microsoft Excel

‍It is possible to achieve this by receiving notifications via API when tasks are registered in a Notion database and using the API provided by Microsoft Excel to add task information to a specified sheet.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The general flow is as follows:

• Integrate Yoom with the apps used in this flow
• Copy the template
• Configure the flow details
• Turn on the trigger and run the flow!

If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.

Step 1: Integrate Notion and Microsoft Excel with My Apps

First, integrate Notion and Microsoft Excel with Yoom.
After logging into Yoom, click "New Connection" from "My Apps" in the left menu.

When the search window appears, enter the app name and search.

Integrating Notion with My Apps

※ Before integrating with My Apps, create the data page to be used in the flow.
Enter your Notion login information and click "Select Page".

Proceed to the next step to display a list of pages created in Notion.

The pages checked here will be integrated with Yoom.
If you create a page to be used in the flow after integrating with My Apps, you need to re-integrate and check it.

Click "Allow Access" to complete the integration of Yoom and Notion with My Apps.‍

Integrating Microsoft Excel with My Apps

Log in to your Microsoft account.

Enter the Microsoft account information you want to integrate, and it will automatically complete the integration with Yoom.
No complicated settings are required!

※ There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)". If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.

Next, proceed to the detailed flow settings. Click "Try It" from the banner below to copy the template.

Step 2: Set Up App Trigger

First, set up the trigger in Notion.
The first page reflects the account information of the Notion linked with My App.

Check the account information and proceed after modifying the title to something understandable.
Next, set the trigger activation interval.

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The trigger activation interval can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes, but the shortest interval you can set depends on your plan, so be sure to check that. It is generally recommended to use the shortest activation interval for your plan.

After entering the database ID, create or update a task page in Notion and click "Test".

If the test is successful, you can obtain the output.

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If you want to add information to the obtained output, you can add it yourself.

Once you have obtained the necessary information, click "Save" to complete the trigger setup.

Step 3: Add Records to Microsoft Excel

Next, let's add the information from Notion to Microsoft Excel.
On the first page, check the account information and modify the title as you did with Notion.

Next, specify the sheet information in Microsoft Excel where you want to add the information.

Enter the required fields such as the save location and click "Next" to verify the connection with the specified sheet.

Here is the Microsoft Excel sheet we will use this time.

If the connection is successful, each item of the sheet will be reflected in Yoom.

Next, use the output to specify which information to reflect in the items of the Microsoft Excel sheet.

Once everything is entered, click "Test".

The test was successful, and the information was reflected in the sheet!
Once you have confirmed this, click "Save" to complete all settings.

Finally, turn on the trigger to activate the flow.

Now, tasks in Notion will be automatically added to Microsoft Excel.

Further Automation

Notify Based on Task Priority

For tasks with high priority, you want to address them as soon as possible.
In such cases, why not use branching?

<span class="mark-yellow">If you add a "Priority" item to the Notion database in advance, you can set branching using that output.</span>

Note that the "Branch" operation is available from the Mini Plan and above. If you use it on the Free Plan, it will result in an error, so please be careful. Paid plans like the Mini Plan offer a two-week free trial. During the free trial, you can freely try out apps and features that are usually restricted, so please take advantage of it.

In addition to priority, you can also branch based on words contained in the task title to quickly notify the person in charge.
Use branching according to your business needs.

Automatically Create Meetings

When a task is added, you may need to hold a meeting about the task.
In such cases, set it up so that a meeting URL is automatically created.

The above image shows that meetings are set only for high-priority tasks, and notifications are sent to the person in charge.

If you are incorporating only important tasks into the flow, you might want to set it so that meetings are created for all tasks.

Other Automation Examples with Notion and Microsoft Excel

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Notion and Microsoft Excel. All of them can be used with simple settings, so if you find something interesting, please give it a try!

Automation Example Using Notion

Retrieve Notion Information in Bulk Every Month and Record It in Google Docs

Once set up, the data is automatically transferred to Google Docs every month, making it useful as a backup for Notion.

Register Notion data to kintone daily

By automatically transferring the information managed in Notion to kintone every day, you can eliminate the hassle of manual data entry and updates. Automating daily repetitive tasks allows you to focus on other important tasks. If you are using both Notion and kintone, please give it a try.

Add a task to Notion when a request is made in kickflow

When a request is made in kickflow, a task is automatically registered in Notion. This eliminates the need to manually transcribe the request details, allowing for the centralization of business workflows.
Since you can manage task progress in Notion, it helps prevent oversight and makes it easier to visualize the approval flow.

Automation Example Using Microsoft Excel

Automatically create an employment contract when there is a response to the form, register it in SmartHR and Microsoft Excel, and notify Microsoft Teams

This is an automated integration flow that is triggered by entering new employee information into a Yoom form. If you are using multiple tools for onboarding procedures and employee information management, integration eliminates the need to enter the same information multiple times, helping to prevent errors and reduce work time, thereby improving operational efficiency.

Add a record to Microsoft Excel when an email arrives in Outlook

You won't need to manually add the received email content to Microsoft Excel, making it easier to stay updated. It will also help prevent any oversights in sharing.

Store Survey Results Received in Gmail into Microsoft Excel

This flow supports managing survey results quickly and reliably, enabling swift decision-making based on the data.
It helps prevent errors from manual input, thereby improving data quality.

Benefits and Specific Use Cases of Integrating Notion with Microsoft Excel

Benefit 1: Streamlining Operations through Centralized Information Management

By integrating Notion with Microsoft Excel, it becomes easier to centrally manage task information. This can reduce the hassle of switching between multiple tools to check data, thereby improving operational efficiency.

For example, if a team managing a project uses Notion for task management and Microsoft Excel for visualizing progress, tasks registered in Notion can be automatically added to Microsoft Excel, allowing for quick access to the latest data.

Additionally, by utilizing Microsoft Excel to list task progress or manage it visually with graphs, it becomes easier to grasp the overall picture of the team.

Benefit 2: Preventing Data Entry Errors and Improving Accuracy

Manual data transcription is prone to input errors, but by integrating Notion with Microsoft Excel, input tasks can be automated, reducing the risk of recording incorrect information.

For instance, if information entered by a task assignee in Notion is directly reflected in a designated sheet in Microsoft Excel, it can help prevent human errors such as numerical misentries or missed updates due to manual input. Especially in projects involving multiple members, inconsistencies in information can occur if individual input rules are not unified, but by leveraging automatic integration between tools, it becomes easier to maintain unified input rules and information accuracy.

Benefit 3: Facilitating Smooth Information Sharing within the Team

Integrating Notion with Microsoft Excel makes it easier for all team members to access the same latest information. Even if members with different roles use separate tools, integration ensures unified information, facilitating smooth communication.

‍For example, if project team members manage task progress in Notion and create progress reports for management or clients in Microsoft Excel, it is necessary to manage the same information in each tool. By leveraging integration, every time a task is updated, the report on the Microsoft Excel side is also kept up to date, reducing the effort of report creation and improving the efficiency of information sharing.

Conclusion

By integrating Notion with Microsoft Excel, it becomes clear that the effort required for task management can be significantly reduced. While preventing manual input errors, data can be properly organized, leading to improved work efficiency.

With the no-code tool Yoom, you can achieve this integration with simple settings, even without programming knowledge!
Try it free for two weeks, so why not register with Yoom and make task management more comfortable?