When a task is registered in ClickUp, add it to Microsoft Excel.

■Overview

This is a flow that adds tasks registered in ClickUp to Microsoft Excel.

‍

■Recommended for‍

1. Those who utilize ClickUp for business

・Those who register and manage tasks related to projects

・Those who visualize and check progress

‍

2. Companies that manage business operations with Microsoft Excel

・Those who create sheets for each project and check tasks

‍

■Benefits of using this template

ClickUp is a tool that can be used to visualize tasks and facilitate smooth project progress.
By further utilizing Microsoft Excel, you can manage information related to tasks simultaneously, leading to smooth business operations.
However, manually adding information to Microsoft Excel every time a task is registered in ClickUp takes away time from tasks that should be prioritized.

By using this flow, you can automatically add information to Microsoft Excel when a task is registered in ClickUp.
By eliminating manual work, you can save time and effort, allowing you to focus on more important tasks.
The entire team can concentrate on core tasks and quickly resolve tasks, leading to increased productivity.
‍

■Notes‍

・Please integrate ClickUp and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

Here are some Similar Templates!

Create a task in ClickUp based on the form responses.

This is a flow that creates a task in ClickUp based on the content of form responses. By using this flow, information from the form is automatically reflected in ClickUp, leading to improved work efficiency and reduced human error.

See details

Create a task in ClickUp based on the responses from Google Forms

This is a workflow that automatically creates tasks in ClickUp from Google Form responses. It eliminates the need for manual input, supporting efficient task management and prompt business response.

See details

Create a task in ClickUp based on the responses from Typeform.

This is a business workflow that automatically creates tasks in ClickUp based on Typeform responses. It eliminates the need for manual input, supporting efficient and accurate business management.

See details

Notify Slack when a task is changed in ClickUp.

This is a business workflow that notifies Slack when a task is updated in ClickUp. By quickly sharing task progress and changes, it facilitates smooth team collaboration and supports efficient task management.

See details

Output only tasks with specific statuses from ClickUp as a regular report in Notion.

This is a business workflow that regularly and automatically exports tasks with specific statuses from ClickUp to Notion. It reduces the effort of report creation and streamlines progress management and information sharing within the team.

See details

When a task is created in ClickUp, send an email in Gmail.

This is a business workflow that automatically sends Gmail notifications when creating tasks in ClickUp. It shares information in real-time, enhancing team collaboration and work efficiency.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

ClickUp

Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.

Related apps

ClickUp

Templates using

Create a task in ClickUp based on the form responses.

Try it

View details Try it

Create a task in ClickUp based on the responses from Google Forms

Try it

This is a workflow that automatically creates tasks in ClickUp from Google Form responses. It eliminates the need for manual input, supporting efficient task management and prompt business response.

View details Try it

Create a task in ClickUp based on the responses from Typeform.

Try it

This is a business workflow that automatically creates tasks in ClickUp based on Typeform responses. It eliminates the need for manual input, supporting efficient and accurate business management.

View details Try it

View all related templates

Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

Related apps

Microsoft Excel

Templates using

Add records to Microsoft Excel based on Tally's responses.

Try it

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

View details Try it

Add tasks to Microsoft Excel and Outlook based on Jotform responses.

Try it

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

View details Try it

Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.

Try it

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.

View details Try it

View all related templates

About the apps you use

ClickUp

Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.

see details

Templates

Create a task in ClickUp based on the form responses.

Try it

View details Try it

Create a task in ClickUp based on the form responses.

Create a task in ClickUp based on the responses from Google Forms

Try it

This is a workflow that automatically creates tasks in ClickUp from Google Form responses. It eliminates the need for manual input, supporting efficient task management and prompt business response.

View details Try it

Create a task in ClickUp based on the responses from Google Forms

Create a task in ClickUp based on the responses from Typeform.

Try it

This is a business workflow that automatically creates tasks in ClickUp based on Typeform responses. It eliminates the need for manual input, supporting efficient and accurate business management.

View details Try it

Create a task in ClickUp based on the responses from Typeform.

Similar apps