Create security measures with AI based on form responses and add them to Microsoft Excel
Create security measures with AI based on form responses and add them to Microsoft Excel
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Microsoft Excel
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■Overview
Do you find it time-consuming to manually compile security measures in Microsoft Excel after collecting information through forms as part of your daily operations? With this workflow, AI automatically generates security measures when a form is submitted and adds them to Microsoft Excel, helping resolve these challenges and improve operational efficiency.
■Who This Template Is For
- Information systems professionals who need to develop security measures based on information collected through forms
- Those who want to efficiently gather ideas for security measures using AI
- Those who want to centrally manage security-related information in Microsoft Excel and automate the record-keeping process
■Benefits of Using This Template
- AI automatically generates security measures based on form responses and records them in Microsoft Excel, reducing the time required for manual information collection and data entry.
- AI-generated recommendations and automated record-keeping help reduce human errors, such as overlooking important considerations when developing measures or making transcription errors when entering information into Microsoft Excel.
■Flow Bot Workflow
- First, connect Yoom with Microsoft Excel.
- Next, select “Form Trigger” as the trigger and configure the flow bot to start when a form is submitted. Set up form fields to collect the information needed to consider security measures.
- Next, select “AI” in the operation and configure the “Generate Text” action. Instruct the AI to generate appropriate security measures based on the form responses, such as the type of incident and its impact.
- Finally, select “Microsoft Excel” in the operation and configure the “Add Record” action. The security measures generated by AI will be automatically added to the specified Microsoft Excel file and sheet.
※“Trigger”: An action that starts a flow. “Operation”: An action that processes data within a flow after the trigger starts.
■Customization Options
- With the Form Trigger feature, you can freely configure the questions and formats based on the information you want to collect when considering security measures.
- With the “Generate Text” action in the AI feature, you can freely customize the instructions (prompts) given to the AI based on the content and tone of the security measures you want to generate. You can also include information obtained through the Form Trigger as variables in the prompt to generate more specific measures.
- With the “Add Record” action for Microsoft Excel, you can flexibly configure the output format, including the destination file and sheet, as well as which columns should contain the AI-generated measures and form responses. You can also enter fixed values.
■Notes
- Connect Microsoft Excel with Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home use and plans for general business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- The Forms feature is available on the Mini plan and above. Please note that on the Free and Personal plans, the configured flow bot operations and data connections will result in errors.
- Paid plans such as the Personal, Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise subject to restrictions.
- For information 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
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.
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No-Code API Actions
Executable API actions
Flowbot triggers
There is no action.
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)More inspiration for you
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