Automatically add information received in Outlook to a Microsoft Excel summary table and notify Microsoft Teams
Automatically add information received in Outlook to a Microsoft Excel summary table and notify Microsoft Teams
Launch this workflow to connect
Microsoft Excel &
Microsoft Outlook &
Microsoft Teams
!
■Overview
Do you spend too much time manually transferring the contents of standard emails received in Outlook to a Microsoft Excel report and sharing them with stakeholders via Microsoft Teams? This process is not only prone to input errors and missed notifications, but can also take time away from your core work. With this workflow, you can automate the entire process: when an email is received in Outlook, AI extracts the necessary information from the body, automatically adds it to a Microsoft Excel table, and sends a notification to Microsoft Teams.
■Who is this template for?
- Anyone who spends a significant amount of time transcribing standard emails received in Outlook
- Anyone who wants to eliminate manual data entry errors in Microsoft Excel and improve operational efficiency
- Anyone who wants to use Microsoft Teams to automatically build a system for rapidly sharing information
■Benefits of using this template
- Automate the entire process—from receiving emails in Outlook to transferring data to Microsoft Excel and sending notifications to Microsoft Teams—so you can reduce the time spent on manual tasks.
- AI accurately extracts specified text from email bodies and transfers it, helping prevent human errors such as data entry mistakes and omissions.
■Flowbot steps
- First, connect Outlook, Microsoft Excel, and Microsoft Teams to Yoom.
- Next, select Outlook as the trigger and set the action to “When an email is received.”
- Next, select the AI feature “Extract text” as an operation and configure it to extract the necessary information from the received email body.
- Next, set the Microsoft Excel “Add a record” action as an operation and add the extracted information to the specified file.
- Finally, set the Microsoft Teams “Send a message to a channel” action as an operation and notify the specified channel that processing is complete.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization options
■Customization options
- In the Outlook trigger settings, configure conditions as needed, such as the ID of the email folder to process or limiting processing to emails that contain specific keywords.
- For the AI operation, you can specify the text fields to extract from information such as the email body retrieved by the trigger.
- For the Microsoft Excel record-addition operation, you can specify the target file and sheet name, then freely configure which information to add to which columns by referencing the values extracted by the preceding AI operation.
- For the Microsoft Teams notification operation, configure the destination team ID, channel ID, and message content as needed.
■Notes
- Connect each of Outlook, Microsoft Excel, and Microsoft Teams to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home use and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For details on configuring operations that work with Microsoft Excel databases, see “[Excel] Configuring operations for working with databases.”
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About the apps you use
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
When a Message Is Sent to a Channel
When a Message Is Sent to a Chat
When an Event Is Added to the Calendar
When a Message with a File Is Sent to the Channel
When a Reply Is Posted in a Specific Message Thread
Flowbot operations
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)
Flowbot triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar ViewRetrieve a List of Members in a Specified Group
Flowbot triggers
When a Message Is Sent to a ChannelWhen a Message Is Sent to a ChatWhen an Event Is Added to the CalendarWhen a Message with a File Is Sent to the ChannelWhen a Reply Is Posted in a Specific Message Thread
Flowbot operations
Get TeamsGet Team MembersGet Channel ListPost a Message to a ChannelSend Message to ChatRetrieve a List of ChatsCreate ChannelPost a Message to a Channel (Mention a Channel)Get User PresenceReply to a Message Posted to a ChannelCreate a Calendar EventGet Folder InformationDownload FileAdd Member to TeamGet Replies to a Specific MessageGet Messages in a Specific ChannelGet User InformationUpdate Calendar EventGet Events[For Next Page Link] Get EventsCreate a TeamDownload Meeting Recording DataGet Meeting InformationGet Meeting Recording ListRequest ApprovalGet Approval ListCancel ApprovalRetrieve a Message in a Specific ChannelMore inspiration for you
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