Save the target sheet as a PDF in Dropbox using Microsoft Excel at the specified date and time.
Dropbox Microsoft Excel

Save the target sheet as a PDF in Dropbox using Microsoft Excel at the specified date and time.

Yoom's Dropbox &  Microsoft Excel  are ready to use! Automate tasks instantly—just copy the template!

■Overview
This flow publishes a target sheet as a PDF in Microsoft Excel and saves it to Dropbox at the specified date and time.
By automatically converting the target sheet to a PDF and saving it to Dropbox at the scheduled date and time every month or week, data sharing and backup become smoother.

■Recommended for

  • Business professionals managing goals with Excel
    ・Those who find it cumbersome to convert target sheets to PDF and share them
  • Team leaders who need regular goal reporting
    ・Those who want to automate information sharing with team members and streamline reporting tasks
  • Owners or IT personnel of small and medium-sized enterprises looking to automate operations
    ・Those who want to reduce daily routine work and focus on more important tasks
  • Those seeking secure data backup
    ・Those who want to reduce the risk of data loss by automatically saving goal management data to the cloud

■Benefits of using this template
This flow allows you to automate the publishing of target sheets as PDFs and saving them to Dropbox, thereby streamlining manual tasks.
Additionally, by automating manual tasks, it helps reduce work time and prevent human errors.
Goal management in Excel can be carried out smoothly, eliminating any omissions in saving to Dropbox and enhancing the accuracy of management tasks.

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About the Apps You Use
Dropbox
Dropbox
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Microsoft Excel
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About the apps you use
Dropbox
Yoom allows you to integrate with Dropbox's API without any code, enabling you to automate various tasks. You can store files received via email into Dropbox or automatically generate folders in Dropbox.
see details
Templates

This is a business workflow that automatically adds Dropbox file information to Notion. It eliminates the hassle of manual updates and streamlines information sharing within the team.

This is a flow where a folder is created in Dropbox when a client is registered in Airtable. By automating the folder creation, it prevents human errors such as incorrect folder names or omissions, ensuring smooth file management.

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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.
see details
Templates

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.

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.

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API Actions That can be No-Code
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Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Upload File
    Create Folder
    Copy File
    Download File
    Upload File (Team Folder)
    Download file (Team folder)
    Create folder (Team folder)
    Copy file (Team folder)
    Search files
    List files in folder
    Search Files (Team Folders)
    List Files in Folder (Team Folders)
    Move File to Specified Folder
    Create Shared Link
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve 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
Flowbot triggers
    When a file is created or updated in a specific folder
    When a file is created or updated in a specific folder (team folder)
Flowbot operations
    Upload File
    Create Folder
    Copy File
    Download File
    Upload File (Team Folder)
    Download file (Team folder)
    Create folder (Team folder)
    Copy file (Team folder)
    Search files
    List files in folder
    Search Files (Team Folders)
    List Files in Folder (Team Folders)
    Move File to Specified Folder
    Create Shared Link
Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get Specific Cell Value
    Get Range in Columns
    Get Range in Rows
    Add Sheet
    Change Sheet Name
    Retrieve 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
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