Retrieve the budget from Microsoft Excel at the specified date and notify Microsoft Teams.

■Overview

This flow retrieves the budget from Microsoft Excel at a specified date and time and notifies Microsoft Teams.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

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‍■Recommended for

• Those who manage advertising budgets in Microsoft Excel
• Those who want to streamline the process of verifying budget information among stakeholders
• Those who want to prevent budget oversight and proactively identify signs of budget overruns

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■Benefits of using this template

If you manage advertising budgets in Microsoft Excel, regularly checking them can prevent budget overruns.
However, the task of checking Microsoft Excel each time is cumbersome, and if the person in charge is absent, there is a risk of missing signs of budget overruns.

With this flow, you can retrieve budget information from Microsoft Excel at a specified date and time and notify Microsoft Teams.
By regularly notifying budget information to Microsoft Teams, the verification process is streamlined, and you can proactively identify signs of budget overruns.

Since Microsoft Teams allows you to set any channel or member, stakeholders can have a shared understanding of the budget.