Add a row to Microsoft Excel when a specific board is created in Miro
Launch this workflow to connect
Miro &
Microsoft Excel
!
■Overview
Do you manually transfer information to Microsoft Excel after brainstorming or planning projects in Miro? These repetitive tasks are not only time-consuming but can also lead to data entry errors and missed updates. With this workflow, a new Miro board triggers the automatic addition of the board information as a row in a Microsoft Excel file, eliminating the hassle of manual data transfer and streamlining information management.
■Recommended for
- Anyone who manages information from Miro boards in Microsoft Excel and wants to reduce the effort of manual data entry
- Team leaders who organize project progress and ideas in Miro and manage them in a consolidated Excel list
- Anyone who wants to automate information sharing between Miro and Microsoft Excel and prevent human error
■Benefits of using this template
- When a board is created in Miro, a row is automatically added to Microsoft Excel, reducing the time spent on manual data entry.
- Automated processing helps prevent human errors such as incorrect data entry and missed transfers.
■How the flow works
- First, connect Miro and Microsoft Excel to Yoom.
- Next, select Miro as the trigger and set the action to “When a board is created.”
- Then, configure the branching feature in an operation to branch subsequent processes based on the board information retrieved by the trigger.
- Finally, configure the “Add a record” action for Microsoft Excel in an operation to add the Miro board information to the specified file.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In the Miro trigger settings, specify the team ID for which you want to receive notifications.
- With the branching feature, you can flexibly set the conditions for executing subsequent processes based on information retrieved from Miro, such as the board name.
- In the Microsoft Excel record addition settings, specify which file and sheet to use, and assign the information retrieved from Miro to each column as needed.
■Notes
- Connect both Miro and Microsoft Excel 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.
- Branching is an operation available on the Personal plan and higher. On the Free plan, the configured flow bot operation will result in an error.
- Paid plans, such as the Personal plan, include a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
- Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For details on configuring operations that manipulate Microsoft Excel databases, see “[Excel] Configuring operations for manipulating databases.”
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