・
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!
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!
■Overview
This flow retrieves the latest YouTube channel report and adds it to a Microsoft Excel database.
■Recommended for
1. YouTube Channel Operators and Marketing Personnel
・Those who want to regularly manage and analyze YouTube channel analytics data using Microsoft Excel
・Those who want to reduce the hassle of manual data collection and transcription
・Those who want to analyze channel growth using Microsoft Excel functions and graph features
2. YouTube Channel Report Creators
・Those who want to reduce the time spent manually creating channel reports
・Those who want to automatically import the latest data into Microsoft Excel to 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 aid in strategy formulation
・Those who want to track channel growth over time and identify areas for improvement
・Those who want to streamline reporting tasks 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, manually downloading reports from YouTube and transcribing them into Microsoft Excel is prone to input errors and time-consuming.
By utilizing this flow, channel reports from YouTube are automatically retrieved and added to Microsoft Excel, eliminating the need for manual downloading and transcription. This reduces the risk of input errors and data inconsistencies, leading to improved operational efficiency.
■Notes
・Please integrate YouTube with Microsoft Excel.
・Microsoft 365 (formerly Office 365) has plans for home users and general business users (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
[About Yoom]
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!
■Overview
This flow retrieves the latest YouTube channel report and adds it to a Microsoft Excel database.
■Recommended for
1. YouTube Channel Operators and Marketing Personnel
・Those who want to regularly manage and analyze YouTube channel analytics data using Microsoft Excel
・Those who want to reduce the hassle of manual data collection and transcription
・Those who want to analyze channel growth using Microsoft Excel functions and graph features
2. YouTube Channel Report Creators
・Those who want to reduce the time spent manually creating channel reports
・Those who want to automatically import the latest data into Microsoft Excel to 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 aid in strategy formulation
・Those who want to track channel growth over time and identify areas for improvement
・Those who want to streamline reporting tasks 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, manually downloading reports from YouTube and transcribing them into Microsoft Excel is prone to input errors and time-consuming.
By utilizing this flow, channel reports from YouTube are automatically retrieved and added to Microsoft Excel, eliminating the need for manual downloading and transcription. This reduces the risk of input errors and data inconsistencies, leading to improved operational efficiency.
■Notes
・Please integrate YouTube with Microsoft Excel.
・Microsoft 365 (formerly Office 365) has plans for home users and general business users (Microsoft 365 Business). If you are not subscribed to the 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.
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".
For details, please check the link below.
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.
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!
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.
Regarding the settings for operations to manipulate the Excel database
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!
■Overview
This flow retrieves the latest YouTube channel report and adds it to a Microsoft Excel database.
■Recommended for
1. YouTube Channel Operators and Marketing Personnel
・Those who want to regularly manage and analyze YouTube channel analytics data using Microsoft Excel
・Those who want to reduce the hassle of manual data collection and transcription
・Those who want to analyze channel growth using Microsoft Excel functions and graph features
2. YouTube Channel Report Creators
・Those who want to reduce the time spent manually creating channel reports
・Those who want to automatically import the latest data into Microsoft Excel to 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 aid in strategy formulation
・Those who want to track channel growth over time and identify areas for improvement
・Those who want to streamline reporting tasks 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, manually downloading reports from YouTube and transcribing them into Microsoft Excel is prone to input errors and time-consuming.
By utilizing this flow, channel reports from YouTube are automatically retrieved and added to Microsoft Excel, eliminating the need for manual downloading and transcription. This reduces the risk of input errors and data inconsistencies, leading to improved operational efficiency.
■Notes
・Please integrate YouTube with Microsoft Excel.
・Microsoft 365 (formerly Office 365) has plans for home users and general business users (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of YouTube and Microsoft Excel.
If you find something interesting, please give it a try!
Post on X (Twitter) when a new video is uploaded to YouTube
Automatically post on X (Twitter) when a new video is uploaded to YouTube.
Automatically generate documents and send them via email by obtaining weekly YouTube reports
Automatically generate documents by obtaining weekly YouTube reports and send them automatically via Gmail or Outlook.
■Overview
This is a flow that obtains a YouTube report every week, automatically creates a document, and sends it via Gmail.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
In managing a YouTube channel, checking channel reports is important for understanding growth.
However, checking channel reports each time is cumbersome, and manually compiling data takes time.
With this flow, you can compile weekly YouTube channel reports into a document and send it via Gmail.
Since the creation of report documents can be automated, you can efficiently check the weekly channel growth rate.
Additionally, by compiling them into report documents, it becomes easier to compare with reports from other weeks, making analysis smoother.
■Overview
This flow automatically generates documents and sends them via Outlook by retrieving reports from YouTube every week.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
When manually creating reports to measure the growth rate of a YouTube channel, the transcription of items can be time-consuming.
Additionally, transcription errors or input errors due to manual entry can cause discrepancies in the numbers, potentially reducing the accuracy of the reports.
This flow automates the retrieval of YouTube channel reports weekly, as well as the creation of report documents and email sending via Outlook.
By eliminating the need for manual transcription, report creation is streamlined, and data accuracy can be improved.
You can also set the members to whom the reports are sent via Outlook, facilitating smooth report sharing within the team.
Notify the latest YouTube channel report in chat tools
Automatically notify the latest YouTube channel report to Slack, Discord, etc.
■Overview
The "Daily YouTube Channel Report Retrieval and Discord Notification" workflow is a business workflow that automatically retrieves YouTube performance data and shares it on Discord.
By automatically obtaining YouTube reports daily and notifying a specified Discord channel, the entire team can easily share and review the data.
■Recommended for
■Benefits of using this template
■Overview
The "Daily YouTube Channel Report Retrieval and Microsoft Teams Notification" workflow is a business workflow that automatically collects YouTube data and efficiently notifies Microsoft Teams. This allows for easy sharing of the latest channel performance information within the team, supporting swift decision-making.
■Recommended for
■Benefits of using this template
By retrieving YouTube channel reports daily and automatically notifying Microsoft Teams, you can eliminate the hassle of manual report retrieval and sharing.
The channel reports obtained are notified to Microsoft Teams, enabling centralized data management and facilitating smooth analysis and reporting.
Automation prevents human errors in manual information transcription and sharing, improving the accuracy of information.
◼️Overview
When the specified schedule is reached, the YouTube channel report will be obtained and a message will be sent to the Slack channel.
◼️Setup Instructions
1. Connect each of the YouTube and Slack apps with Yoom.
2. In My App Integration, specify the schedule to execute the flow bot with a schedule trigger.
3. In the YouTube "Obtain Channel Report" operation, configure the linked account and the details of the report to be obtained.
4. In the Slack "Send Message to Channel" operation, configure the linked account, the destination channel, and the message content.
◼️Notes
・It is necessary to configure the account linkage settings for both YouTube and Slack.
・Please replace the destination channel and notification content in Slack with any desired values.
・Please modify the detailed settings of the YouTube channel report and the information to be obtained as needed.
Add Information Registered in Customer Management Tool to Microsoft Excel
Automatically add customer information registered in Salesforce, HubSpot, etc., to Microsoft Excel.
■Overview
This is a flow that adds a lead to Microsoft Excel when it is registered in Microsoft Dynamics365 Sales.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.
■Recommended for
1. Those who manage sales data with Microsoft Dynamics365 Sales
・Sales department personnel utilizing Microsoft Dynamics365 Sales
・Those who analyze lead information to aid in formulating sales strategies
2. Those who use Microsoft Excel for business
・Those who transfer lead information to Microsoft Excel for data analysis
・Those who want to streamline the process of transferring data to Microsoft Excel
■Benefits of using this template
When transferring lead information from Microsoft Dynamics365 Sales to Microsoft Excel for data analysis, manual transfer can be cumbersome.
Moreover, data entry errors can compromise the accuracy of data analysis and negatively impact sales strategies.
With this flow, you can transfer leads registered in Microsoft Dynamics365 Sales to Microsoft Excel, streamlining manual tasks.
By automating data transfer to Microsoft Excel, you can prevent data entry errors and omissions, thereby enhancing the accuracy of data analysis.
■Notes
・Please integrate Yoom with both Microsoft Dynamics365 Sales and Microsoft Excel.
・Microsoft365 (formerly Office365) has both consumer and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that adds a Salesforce ToDo object to a Microsoft Excel database when it is registered.
■Recommended for
1. Business personnel using Salesforce ToDo objects
・For those who want to list and analyze tasks managed with Salesforce ToDo objects in Microsoft Excel
2. Team leaders and managers
・For those who want to visualize ToDo information in Microsoft Excel to help with progress management and understanding the team's situation
■Benefits of using this template
Salesforce is a convenient tool for customer management, but manually entering information into a Microsoft Excel database every time a ToDo object is registered can lead to input errors and information omissions.
By utilizing this flow, necessary information is automatically added to the Microsoft Excel database when a ToDo object is registered in Salesforce. This frees the personnel from manual input tasks, allowing them to focus on more important tasks such as processing ToDos and customer interactions.
■Notes
・Please integrate Salesforce and Microsoft Excel with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections 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 two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that adds a contact to Microsoft Excel when it is created in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Companies using HubSpot for marketing and sales activities
・Those who want to utilize registered lead information in other apps
・Those who want to eliminate the hassle of manual data entry
2. Those who use Microsoft Excel for business
・Those who consolidate and manage lead information in Microsoft Excel
・Those who aim to speed up the sharing and follow-up of lead information
■Benefits of using this template
HubSpot is a tool that helps streamline marketing, sales activities, and customer management. However, if you are using other tools for lead information management, manually entering data every time a lead is registered can be not only cumbersome but also prone to transcription errors and omissions.
By using this template, when a contact is registered in HubSpot, the data can be automatically reflected in Microsoft Excel. This eliminates the need for manual work, reducing the burden on staff, shortening work time, and preventing transcription errors.
■Notes
・Please integrate both HubSpot and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Read files stored in cloud storage with OCR and add them to Microsoft Excel
Automatically read files stored in Box or Dropbox with OCR and add them to Microsoft Excel.
■Overview
This is a flow that reads invoices stored in Box using OCR and adds them to Microsoft Excel.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
By implementing this flow, it is possible to automatically read invoices uploaded to Box using OCR and add them to Microsoft Excel.
This eliminates the need for manual invoice verification and data entry, reducing the workload of accounting personnel.
Additionally, it shortens the time required for registration and prevents human errors such as transcription mistakes and registration omissions.
This enables faster information sharing and improved data accuracy, facilitating smoother handling of accounts payable and expenses.
■Overview
This is a flow that reads the contents of a file using OCR when a file is uploaded to Dropbox and adds it to Microsoft Excel.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who want to manage documents uploaded to Dropbox in Microsoft Excel
・Those who want to improve work efficiency by automatically reading the contents of documents uploaded to Dropbox using OCR and adding them to Microsoft Excel
2. Those who are working to improve work efficiency by linking Dropbox and Microsoft Excel
・Those who want to eliminate the hassle of data entry, reduce human error, and improve work efficiency
■Benefits of using this template
Dropbox is a tool that can be used for file management in business to enhance accessibility to information.
However, manually handling file information added to Dropbox each time is cumbersome and poses a risk of human error.
By utilizing this flow, you can significantly reduce time by eliminating manual input tasks.
Additionally, automatic reading through OCR can reduce transcription and input errors.
■Notes
・Please integrate both Dropbox and Microsoft Excel with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
Add Form Submissions to Microsoft Excel
Automatically add responses from Google Forms and similar to Microsoft Excel.
■Overview
The "Analyze HubSpot Form Content with AI and Add to Microsoft Excel" workflow is a business flow that automatically analyzes data collected in HubSpot and organizes and saves it in Microsoft Excel.
■Recommended for
■Benefits of using this template
By automatically adding HubSpot information and AI analysis results to Microsoft Excel, manual effort is reduced.
Additionally, it prevents human errors such as transcription mistakes and omissions, improving data accuracy.
Data is promptly reflected in Microsoft Excel, allowing smooth access to necessary information.
■Overview
This flow adds the response content to Microsoft Excel when a new response is submitted to a Google Form.
Without having to manually check Google Form responses, the response content is automatically registered in Microsoft Excel, ensuring smooth information transfer and preventing any gaps or omissions in information management.
■Notes
・Please integrate both Google Forms and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Feel free to change the settings of the Microsoft Excel you are integrating as needed.
・For information on how to retrieve response content when using Google Forms as a trigger, please refer to the link below.
■Overview
This is a flow that adds data to Microsoft Excel when a form is submitted on Wix.
■Recommended for
1. Those who operate a website using Wix
・Those who want to automatically add Wix form information to Microsoft Excel to prevent input errors
・Those who want to streamline data management in Microsoft Excel
2. Those who organize data using Microsoft Excel
・Those who want to streamline data analysis tasks for marketing activities
・Teams that want to quickly share data and improve collaboration efficiency
■Benefits of using this template
When a form is submitted on Wix, notifications are sent to the dashboard or specified email address.
However, manually registering form data in Microsoft Excel is time-consuming and inefficient.
This template allows data to be automatically added to Microsoft Excel when a form is submitted on Wix.
With data automatically added to Microsoft Excel, you can quickly perform data aggregation and analysis, which can aid in planning marketing strategies.
Additionally, since manual data entry is not required, work efficiency is improved, and human errors can be prevented.
■Notes
・Please integrate both Wix and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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.
Templates integrating Youtube with other apps
Templates integrating Microsoft Excel with other apps
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.
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.
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.
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!
