If you are running a YouTube channel, you might find managing and collecting daily video data to be quite challenging. Have you ever thought about reducing the time spent on manual data aggregation? A solution to this problem is integrating YouTube with Microsoft Excel using no-code tools.
With this integration, viewing data is automatically imported into Microsoft Excel on a specified schedule, significantly reducing the effort required for data aggregation. Additionally, by streamlining data collection, analysis aimed at increasing views and subscribers should become smoother, so be sure to consider this!
Recommended for
Those considering improving work efficiency with YouTube and Microsoft Excel.
Those managing YouTube channel reports with Microsoft Excel.
Those who want to automate data management by integrating YouTube with Microsoft Excel.
For those who want to try it right away
In this article, we introduce the integration method using the no-code tool "Yoom". No complicated settings or operations are required, making it easy for non-engineers to implement. You can start immediately using the template below, so be sure to give it a try!
Get the latest YouTube channel report and add it to Microsoft Excel.
■ Overview This is a flow that retrieves the latest YouTube channel report and adds it to a database in Microsoft Excel. ■ Recommended for 1. YouTube channel operators and marketing personnel ・ Those who want to regularly manage and analyze YouTube channel analytics data in Microsoft Excel ・ Those who want to eliminate the effort of manual data collection and transcription ・ Those who want to leverage Microsoft Excel functions and chart features to analyze channel growth 2. YouTube channel report creators ・ Those who want to shorten the time spent creating channel reports manually ・ Those who want to automatically import the latest data into Microsoft Excel and always create up-to-date reports ・ Those who want to customize reports in Microsoft Excel and share them with stakeholders 3. Executives and managers ・ Those who want to visualize YouTube channel KPIs in Microsoft Excel to support strategy formulation ・ Those who want to track channel growth over time and identify areas for improvement ・ Those who want to streamline reporting operations by automatically generating reports in Microsoft Excel ■ Benefits of using this template YouTube channel analytics data is essential information for improving video content and planning strategies. However, the task of manually downloading reports from YouTube and transcribing them into Microsoft Excel is labor-intensive and prone to errors. By using this flow, the channel report is retrieved from YouTube and data is automatically added to Microsoft Excel, eliminating the need for manual downloading and transcription. This reduces the risk of input errors and data inconsistencies and improves operational efficiency. ■ Notes ・ Please connect the YouTube Analytics API with Microsoft Excel. ・ Microsoft 365 (formerly Office 365) offers home plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail.
How to Create a Workflow Between Youtube and Microsoft Excel
Let's get started with integrating Youtube and Microsoft Excel using Yoom. This time, we will explain the workflow of "retrieving the latest Youtube channel report and adding it to Microsoft Excel."
Copy the workflow from the "Try it" banner below!
Get the latest YouTube channel report and add it to Microsoft Excel.
■ Overview This is a flow that retrieves the latest YouTube channel report and adds it to a database in Microsoft Excel. ■ Recommended for 1. YouTube channel operators and marketing personnel ・ Those who want to regularly manage and analyze YouTube channel analytics data in Microsoft Excel ・ Those who want to eliminate the effort of manual data collection and transcription ・ Those who want to leverage Microsoft Excel functions and chart features to analyze channel growth 2. YouTube channel report creators ・ Those who want to shorten the time spent creating channel reports manually ・ Those who want to automatically import the latest data into Microsoft Excel and always create up-to-date reports ・ Those who want to customize reports in Microsoft Excel and share them with stakeholders 3. Executives and managers ・ Those who want to visualize YouTube channel KPIs in Microsoft Excel to support strategy formulation ・ Those who want to track channel growth over time and identify areas for improvement ・ Those who want to streamline reporting operations by automatically generating reports in Microsoft Excel ■ Benefits of using this template YouTube channel analytics data is essential information for improving video content and planning strategies. However, the task of manually downloading reports from YouTube and transcribing them into Microsoft Excel is labor-intensive and prone to errors. By using this flow, the channel report is retrieved from YouTube and data is automatically added to Microsoft Excel, eliminating the need for manual downloading and transcription. This reduces the risk of input errors and data inconsistencies and improves operational efficiency. ■ Notes ・ Please connect the YouTube Analytics API with Microsoft Excel. ・ Microsoft 365 (formerly Office 365) offers home plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail.
First, connect Yoom with each app. After logging in, click "+ New Connection" from the "My Apps" menu on the left.
Let's input the necessary information for connecting YouTube and Microsoft Excel.
＜For YouTube＞
・Select the account to log in with.
・Click "Continue".
・Click "Continue" to complete the registration in My Apps.
＜For Microsoft Excel＞
※ "Microsoft 365 (formerly Office 365)" has 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.
・Sign in.
・Click "Agree" to complete the registration in My Apps.
Once connected, it will be displayed on the app name list as shown below.
Preparation is complete! Let's proceed with the actual settings.
Trigger Settings
First, select the initial flow "When the specified schedule is reached". Set the details of the execution time for when to obtain the data.
In addition to specifying dates and days of the week, there is a Cron setting. The Cron setting allows you to specify dates and cycles, and you can set five items: "Minute", "Hour", "Day", "Month", and "Day of the Week".
Then, set the time. If you want to obtain data multiple times on the same day, set it by separating the intervals. Once the input is complete, click the "Save" button to finish the trigger settings.
YouTube Settings
Next, proceed to YouTube settings! Select the second flow "Get Channel Report" and proceed.
The account information linked during preparation is reflected, so check it and proceed to "Next".
Next, enter the information to obtain the channel report. The channel ID can be checked immediately after logging into YouTube, so obtain the information as shown in the image above.
Then, enter the start and end dates of the period according to the specified format. If you want to obtain the report for the previous month, click the frame in the start and end date fields and set the values according to the format from "First day of the previous month" and "Last day of the previous month" displayed.
※ Due to system constraints, data can only be obtained from 3 days ago. If you want to specify a specific date range, use the Date Addition/Subtraction Operation or prepare data from more than 3 days ago in advance and set it as the start of the range.
Once all three are entered, press "Test" to check for errors. If there are no issues, click "Save" to complete the YouTube settings!
Microsoft Excel Settings
Finally, set up Microsoft Excel. Click "Add Record" to proceed.
As with YouTube, check the linked account information.
Scroll down to see the input screen for specifying the data storage location.
Choose either OneDrive or SharePoint as the file storage location. Accordingly, you need to enter either the Drive ID or Site ID.
Click the field for each ID and select from the suggestions. For other items, refer to the link below.
Once the storage location is set, click "Save" to proceed.
Next, enter the values for the records to be added. Select from the suggestions in the output and "Test".
Multiple selections are possible, so be sure to enter all the values for the records you want to add. Once the input is complete and "Test" is clicked, if there are no errors, all settings are complete!
Finally, turn on the trigger to start the flow bot.
Now, there is no need to manually obtain data from YouTube every day. Accumulate data in Microsoft Excel and use it for analysis!
Get the latest YouTube channel report and add it to Microsoft Excel.
■ Overview This is a flow that retrieves the latest YouTube channel report and adds it to a database in Microsoft Excel. ■ Recommended for 1. YouTube channel operators and marketing personnel ・ Those who want to regularly manage and analyze YouTube channel analytics data in Microsoft Excel ・ Those who want to eliminate the effort of manual data collection and transcription ・ Those who want to leverage Microsoft Excel functions and chart features to analyze channel growth 2. YouTube channel report creators ・ Those who want to shorten the time spent creating channel reports manually ・ Those who want to automatically import the latest data into Microsoft Excel and always create up-to-date reports ・ Those who want to customize reports in Microsoft Excel and share them with stakeholders 3. Executives and managers ・ Those who want to visualize YouTube channel KPIs in Microsoft Excel to support strategy formulation ・ Those who want to track channel growth over time and identify areas for improvement ・ Those who want to streamline reporting operations by automatically generating reports in Microsoft Excel ■ Benefits of using this template YouTube channel analytics data is essential information for improving video content and planning strategies. However, the task of manually downloading reports from YouTube and transcribing them into Microsoft Excel is labor-intensive and prone to errors. By using this flow, the channel report is retrieved from YouTube and data is automatically added to Microsoft Excel, eliminating the need for manual downloading and transcription. This reduces the risk of input errors and data inconsistencies and improves operational efficiency. ■ Notes ・ Please connect the YouTube Analytics API with Microsoft Excel. ・ Microsoft 365 (formerly Office 365) offers home plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail.
■Overview This flow retrieves a channel report from YouTube every week, automatically creates a report document, and sends it via Gmail. With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for ・People who operate a YouTube channel ・People who want to regularly check their YouTube channel's growth rate ・People who find checking or analyzing channel reports cumbersome ・People who want to compile channel reports into a report document and compare numbers on a weekly basis
■Notes ・Please connect Yoom with both the YouTube Analytics API and Gmail.
■Overview This flow retrieves a report from YouTube every week, automatically creates a document, and sends it via Outlook. With Yoom, you can integrate apps without programming, making it easy to implement this flow.
■Who we recommend this template for ・Those who operate or manage a YouTube channel ・Those who regularly check channel reports from YouTube and create reports ・Those who want to prevent transcription errors and omissions in report creation to improve data accuracy
■Notes ・Please connect Yoom with both the YouTube Analytics API and Outlook. ・Microsoft 365 (formerly Office 365) offers consumer and business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
■ Overview The "Retrieve the YouTube channel report daily and notify on Discord" workflow is a business workflow that automatically retrieves YouTube performance data and shares it in Discord. By automatically fetching the YouTube report every day and notifying a specified Discord channel, the entire team can easily share and review the data.
■ Recommended for ・Creators who operate a YouTube channel and want to regularly track performance ・Marketers who want to share YouTube data with team members and make quick decisions ・Operations managers who want to automate the manual work of retrieving and sharing YouTube reports ・Those who want to leverage Discord to strengthen communication within the team
■ Notes ・Please connect Yoom with both the YouTube Analytics API and Discord.
■Overview The 'Retrieve the YouTube channel report daily and notify Microsoft Teams' workflow automatically collects YouTube data and efficiently notifies Microsoft Teams. This enables easy sharing of the latest channel performance information within the team and supports swift decision-making.
■Recommended for ・Members who want to regularly check YouTube channel performance ・Team leaders who want to integrate YouTube and Microsoft Teams to automatically share information ・Marketing personnel who do not want to spend time on manual report retrieval and sharing ・Executives who aim for centralized data management and efficient team operations
■Notes ・Please connect Yoom with both the YouTube Analytics API and Microsoft Teams. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Due to specifications, reports can be retrieved starting from data three days prior. When setting dates, use operations such as date/time addition and subtraction, or obtain date data at least three days earlier in advance and specify the range using that date.
◼️Overview When the specified schedule is reached, retrieve the YouTube channel report and send a message to the Slack channel. ◼️Notes ・You need to set up account integration for both the YouTube Analytics API and Slack. ・Please replace the destination Slack channel and notification content with values of your choice. ・Please adjust the detailed settings and the information to retrieve for the YouTube channel report as needed.
■Overview This flow reads invoices stored in Box with OCR and adds them to Microsoft Excel. With Yoom, you can integrate apps without programming, so you can easily implement this flow.
■Recommended for ・Accounting staff who manually enter information from multiple invoices into Microsoft Excel and want to reduce workload ・Back-office team members who want to leverage OCR to efficiently manage data from received invoices ・Accounting managers who want to prevent errors in billing information and improve data accuracy ・Those who want to quickly grasp invoice information and smoothly process accounts payable and expenses
■Notes ・Please connect Yoom with both Box and Microsoft Excel. ・Microsoft 365 (formerly Office 365) offers consumer plans and Microsoft 365 Business (for general businesses). If you are not subscribed to a business plan, authentication may fail. ・OCR AI operations are available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, operations of the configured flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). ・For the configuration of operations that manipulate the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081 ・Please note that OCR may not read data exceeding 6,500 characters or when the text is small.
■Overview The "Analyze HubSpot form content with AI and add to Microsoft Excel" workflow automatically analyzes data collected with HubSpot and organizes and saves it in Microsoft Excel.
■Who we recommend this template for ・Marketing professionals collecting customer data using HubSpot ・Business analysts who want to improve work efficiency by reducing time spent on form data analysis ・Team leaders who mainly manage data in Microsoft Excel and want to automate data organization and analysis ・Executives looking to derive valuable insights from HubSpot form responses ・IT professionals looking to optimize business workflows by integrating multiple SaaS applications
■Notes ・Please connect Yoom with both HubSpot and Microsoft Excel. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Note that the shortest trigger interval varies by plan. ・Please refer to the following for setting up operations that manipulate the Microsoft Excel database. https://intercom.help/yoom/ja/articles/9003081
■Overview Are you manually transcribing survey or inquiry responses collected with Google Forms into Microsoft Excel? This task is simple, but as the volume increases it takes time, and copy-and-paste errors tend to occur. By leveraging this workflow, when a new response is submitted to Google Forms, a row is automatically added to the specified sheet in Microsoft Excel, eliminating the effort of such data entry and human errors.
■Who we recommend this template for ・Those who manually transcribe responses obtained via Google Forms into Microsoft Excel ・Those who manage lead information from forms as a team and want to streamline data entry tasks ・Those who want to resolve issues such as input mistakes and missed follow-ups caused by manual data transcription
■Notes ・Please connect both Google Forms and Microsoft Excel with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For settings related to operations that manipulate the Microsoft Excel database, please refer to the following: https://intercom.help/yoom/en/articles/9003081 ・For how to retrieve response contents when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133 ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies by plan.
■Overview Are you manually transferring inquiry and application information obtained from forms on your Wix-built website to Microsoft Excel? This task is time-consuming and also carries the risk of human errors such as input mistakes and omissions. By using this workflow, when a form is submitted on Wix, information is automatically added to Microsoft Excel, allowing you to smoothly resolve these issues.
■Recommended for ・Website managers who manually transfer information obtained from Wix forms to Microsoft Excel ・Those who manage customer information and inquiries in Microsoft Excel and want to streamline data entry ・Anyone who wants to automate data transcription and focus on more important core tasks
■Notes ・Please connect Yoom with both Wix and Microsoft Excel. ・Wix outputs can be retrieved via JSONPath. For how to retrieve them, see below. https://intercom.help/yoom/en/articles/9103858 ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For settings regarding operations that manipulate the Microsoft Excel database, please see below. https://intercom.help/yoom/en/articles/9003081
Furthermore, Yoom supports many apps and offers flexible customization to meet your specific needs, making it possible to set up integrations that are perfect for any task. Be sure to check out this template gallery.
Two Benefits of Integrating Youtube and Microsoft Excel
By integrating YouTube and Microsoft Excel, you can reduce the time spent on data collection, allowing you to allocate more time to planning your next marketing strategy.
Benefit 1: Significantly Reduce Daily Effort with Automatic Data Collection
Manually collecting data from YouTube channel reports every day can be really tough. However, by integrating with Microsoft Excel, you can automatically import data such as views and watch time, eliminating that hassle. For example, for those managing multiple channels and copying & pasting data one by one when creating daily reports, this automation can save time and reduce errors.
Benefit 2: Easy Long-term Data Storage! Leads to Trend Analysis
Integrating YouTube with Microsoft Excel makes long-term data storage easy. As data accumulates, trend analysis can be conducted smoothly. Channel operators can easily save and manage past video data and utilize Microsoft Excel's rich analysis features to better understand long-term trends.
For example, by checking the transition of views or changes in engagement over a specific period, you can easily find areas for content improvement or successful patterns. Marketers can use this data to devise future content strategies, potentially leading to more effective initiatives. By accumulating and analyzing data, operators can strategically promote channel growth.
Conclusion
Integrating YouTube and Microsoft Excel should bring significant efficiency improvements not only in data aggregation but also in channel management. By using Yoom, you can easily integrate without programming knowledge, and once set up, the burden of manual data entry and report creation is reduced! By accurately importing view and engagement data into Microsoft Excel, centralized data management and analysis become smoother.
Furthermore, it becomes easier to understand long-term trends, which should help in devising effective content strategies. Use Yoom to streamline channel management and improve overall business performance. Take this opportunity to implement the integration of YouTube and Microsoft Excel and achieve more effective marketing activities!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With five years of experience as an SEO writer, I continue to write with the motto of being "easy to read" and "easy to understand." I want to convey the convenience of Yoom, which allows app integration without programming knowledge, to as many people as possible!
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