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When communicating on Microsoft Teams, have you ever found that new issues arise from the flow of conversation, or you receive important information that needs to be stored separately? In such cases, you might think, "I'll just save the message to Microsoft Excel later," but by postponing data addition, the log might get lost, and you often end up not knowing which message it was.
In such situations, it's recommended to integrate Microsoft Teams with Microsoft Excel! By utilizing API-based app integration, you can automatically link Microsoft Teams data to Microsoft Excel!
Hearing about API integration might sound difficult, but with Yoom, which allows app integration without programming, there's no need for specialized knowledge. We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
By using Yoom, you can easily integrate Microsoft Teams and Microsoft Excel with no code. Yoom offers pre-prepared templates for integrating Microsoft Teams and Microsoft Excel, so even without API knowledge, you can achieve integration immediately just by signing up.
By integrating the APIs of Microsoft Teams and Microsoft Excel, you can automatically transfer data from Microsoft Teams to Microsoft Excel! For example, you can perform data transfers like the ones below automatically, without human intervention.
Simply click "Try it out" on the automation example you're interested in and register your account information to immediately experience the integration of Microsoft Teams and Microsoft Excel.
Registration takes just 30 seconds, so feel free to give it a try!
By automatically recording interactions from Microsoft Teams into Microsoft Excel, it may become easier to add and manage tasks received via messages.
When important messages are sent on Microsoft Teams, they are automatically recorded in Microsoft Excel, reducing the effort and errors associated with manual entry and enabling better information management.
Let's get started by creating a flow that integrates Microsoft Teams and Microsoft Excel! This time, we will use Yoom to proceed with the integration of Microsoft Teams and Microsoft Excel without any code. If you don't have a Yoom account yet, please create one from the Yoom registration form.
[What is Yoom]
This time, we will create a flow bot that adds a new message sent in a Microsoft Teams channel to Microsoft Excel!
The creation process is broadly divided into the following steps:
Here, we will integrate Yoom with each app to enable operations.
1. Integrate Microsoft Teams with My Apps
After logging into Yoom, click on My Apps on the left side of the Yoom page screen and select "+ Add" on the right. Enter "Microsoft Teams" in the search box at the top right and select Microsoft Teams from the search results.
When the following screen appears, log in with the account you will use.
For more details, please check here.
My Apps Procedure and Precautions in Microsoft365 Services | Yoom Help Center
2. Integrate Microsoft Excel with My Apps
The My Apps registration for Microsoft Excel is the same as for Microsoft Teams. Log in with the account you will use.
Once registration is complete, an icon will be displayed in My Apps. Make sure the app icon is displayed.
If Microsoft Teams and Microsoft Excel are displayed in My Apps, registration is complete!
Now, we will finally start creating the flow! We use templates to make it easy to set up, so let's copy this first.
Log in to Yoom and click "Try it" on the banner below.
When you copy, the template will be copied to your Yoom management screen as shown below, so press "OK" to proceed with the settings.
Set the trigger action that will be the starting point of the flow.
In this flow, the trigger will activate when a message is sent in Microsoft Teams.
First, click "When a message is sent to the channel".
Clicking will take you to the following screen. The item labeled "Account Information" contains the information from when you linked My Apps in Step 1.
Leave the title and trigger action as they are and proceed to the next step!
* Move to the Microsoft Teams screen and set a message as an example.
Return to the Yoom screen and click "Next". When you proceed to the next screen, the following screen will be displayed.
First, select the "Trigger Activation Interval".
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* Please note that the selection of activation intervals varies depending on the plan.
Select "Team ID" and "Channel ID" from the suggestions that appear when you click the input bar.
Send a test message to the specified channel, conduct a test, and if successful, click save.
Scroll down the screen and make sure the output is displayed correctly.
This completes the trigger setting for Microsoft Teams!
Once the trigger setting is complete, click "Generate text".
Proceed to the next screen, where you will see the following.
Select "Change". Choose the conversion type according to the number of characters in the text.
Once selected, click "Next".
Next, create instructions for generating text from the "Set Details" screen. Edit based on the pre-set text. You can insert from Output.
Once input is complete, click "Test". Confirm that "Test Successful" is displayed and click "Save".
Finally, the last setting! Click "Add recode".
Proceed to the next screen, where you will see the following.
Check that the account information to be linked is correct. The title and action are set by default.
Set up the database connection.
* Drive ID, etc., can be set from the "Suggestions" that appear when you click the frame. For details on the settings, please check here.
* For this test, we created the sheet below, so the table range is set as above.
Once the necessary information is entered, click "Next".
Next, set the values for the records to be added.
* Items that reflect values from Microsoft Teams or extracted values can be set from "When a message is sent to the channel" in the output that appears when you click the frame. (Values are displayed in double brackets)
The item names in the boxes displayed here depend on the linked Microsoft Excel.
Therefore, it may differ from the image, but the setting method is the same. Quote the data equal to the box item name from the output and insert it as shown in the image.
Once inserted, press test, and if the test is successful, save it.
This completes the flow bot! Thank you for your hard work!
Finally, turn the trigger ON. With this, all settings are complete, so check if a new message sent in the Microsoft Teams channel is added to Microsoft Excel!
This was the method to add a new message sent in the Microsoft Teams channel to Microsoft Excel!
By leveraging the APIs of Microsoft Teams and Microsoft Excel, various automations can be achieved!
How about the following automations, for example?
In addition to storing surveys, you can also automate tasks like automatic folder creation and message synchronization!
In addition to storing data, you can also notify about new data and automatically store contract data!
By integrating Microsoft Teams with Microsoft Excel, you can automate the storage of messages!
Additionally, by making it smoother to add data to Microsoft Excel, tasks that utilize message data might become more efficient than before.
Moreover, this app integration can be easily achieved using Yoom, which requires no programming!
Since you can smoothly implement automation without specialized knowledge like that of an engineer, it might be seen as a benefit for beginners in app integration.
If you want to implement such automation, register with Yoom now!
You can create a free account, allowing you to immediately check the actual usability! Please give it a try!
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