■Overview
This is a flow that adds a page created in Confluence to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.
■Recommended for
1. Those who use Confluence for business
・Project or sales teams that create pages for each project, customer, or case
・Those who create manuals or guideline pages in Confluence
2. Those who use Microsoft Excel for business
・Those who want to consolidate information from other tools into Microsoft Excel for management and analysis
・Those aiming to improve the efficiency of information sharing
■Benefits of using this template
By implementing this flow, information from pages created in Confluence will be automatically reflected in Microsoft Excel.
You can check the creation status of pages such as projects, customers, and cases, as well as manuals and guidelines, in a list, which helps in checking for duplicates, omissions, and understanding usage status.
Additionally, since manual transcription is not required, it reduces human errors such as registration omissions or input mistakes of page information.
■Notes
・Please integrate both Confluence and Microsoft Excel with Yoom.
・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.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For the operation settings to manipulate the Microsoft Excel database, please refer to here.
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