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Add files to Microsoft Excel when they’re uploaded to Google Drive

Add files to Microsoft Excel when they’re uploaded to Google Drive

Launch this workflow to connect Google Drive & Microsoft Excel !
■Overview
Are you manually entering information about files uploaded to Google Drive into Microsoft Excel for management purposes? This repetitive task not only takes time but can also lead to human errors, such as transcription mistakes and missed updates. With this workflow, the integration between Google Drive and Microsoft Excel is automated. Whenever a file is added to a specific folder, its information is added to a list in Microsoft Excel. Eliminate manual work and keep your files organized accurately.

■Who is this template for?
  • Anyone who wants to connect Google Drive and Microsoft Excel to streamline file management
  • Anyone who manually transfers Google Drive file information to Microsoft Excel and wants to reduce the time and errors involved
  • Anyone who wants to automate repetitive data entry and focus more time on higher-value core tasks

■Benefits of using this template
  • Files added to Google Drive are automatically recorded in Microsoft Excel, reducing the time previously spent on manual data entry
  • By eliminating manual data entry, you can prevent human errors such as transcription mistakes and missing entries, keeping your data accurate

■How the Flowbot works
  1. First, connect Google Drive and Microsoft Excel to Yoom
  2. Next, select Google Drive as the trigger and set the action to “When a new file or folder is created in a specific folder”
  3. Finally, set the Microsoft Excel “Add a record” action in the operation and add information such as the file name retrieved by the trigger to the specified file
※“Trigger”: An action that starts the flow. “Operation”: An action that processes the flow after the trigger is activated

■Customization options
  • In the Google Drive trigger settings, you can specify which folder to monitor for uploaded files
  • For entries added to Microsoft Excel, you can customize the destination file, enter fixed values, or insert the file name and URL retrieved by the trigger as variables

■Notes
  • Connect both Google Drive and Microsoft Excel to Yoom.
  • Microsoft 365 (formerly Office 365) offers plans for home users and organizations (Microsoft 365 Business). Authentication may fail if you are not subscribed to an organization plan.
  • For details on configuring operations that manage Microsoft Excel databases, see “[Excel] Configuring operations to manage databases.”
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. Please note that the shortest available interval varies by plan.
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Templates
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No-Code API Actions
Executable API actions
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
    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
    Get 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
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
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
    Get 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)