When an item is created on a monday.com board, add a record in Microsoft Excel
When an item is created on a monday.com board, add a record in Microsoft Excel
Launch this workflow to connect
monday.com &
Microsoft Excel
!
■Overview
Many people manage projects and tasks in monday.com, then manually transfer the information to Microsoft Excel for reporting and management. This manual process is not only time-consuming but can also lead to data entry errors and missed transfers. With this workflow, you can automate the integration between monday.com and Microsoft Excel. Whenever a new item is created in monday.com, a record is automatically added to the specified Microsoft Excel sheet, helping you resolve these challenges smoothly.
■Who Is This Template For?
- Anyone who uses both monday.com and Microsoft Excel and wants to eliminate the hassle of duplicate data entry
- Team leaders who want to automate the integration between their project management tool and spreadsheet software to streamline operations
- Anyone who wants to eliminate human errors caused by manually transferring data and improve data accuracy
■Benefits of Using This Template
- Every time an item is created in monday.com, a record is automatically added to Microsoft Excel, reducing the effort required for data entry and saving time.
- By eliminating manual data transfers, this workflow helps prevent human errors such as input mistakes and omissions, while maintaining data consistency between monday.com and Microsoft Excel.
■Workflow Steps
- First, connect monday.com and Microsoft Excel to Yoom.
- Next, select monday.com as the trigger and set the action to “When an item is created.”
- Finally, set the Microsoft Excel “Add a record” action as the operation, and specify which file and sheet should receive the information retrieved from monday.com.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options
■Customization Options
- In the operation that adds records to Microsoft Excel, you can insert information such as the item name and assignee retrieved from the monday.com trigger as variables and automatically populate specific columns.
- You can also configure the workflow to enter specific text strings or dates as fixed values, allowing you to build a flexible workflow that meets your business requirements.
■Notes
- Connect both monday.com and Microsoft Excel to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- monday.com is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connects configured in your workflows will result in errors.
- Paid plans such as the Personal, Mini, Team, and Success plans offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions. For details, see the pricing plans page.
- For details on configuring operations that work with Microsoft Excel databases, see “[Excel] Configuring Operations for Working with Databases.”
- Microsoft 365 (formerly Office 365) offers plans for home users and plans for general business users (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
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About the apps you use
monday.com
With Yoom, you can easily connect with monday.com to automate actions for your boards, items, and columns via API. For example, you can automatically send notifications to Slack or Chatwork when a new item is created in monday.com, or automatically create items in monday.com based on Google Forms submissions.
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No-Code API Actions
Executable API actions
Flowbot triggers
When an Item Is Created
Flowbot operations
Update Board
Create Item
Update Column Values
Search Boards
Create Board
Delete Board
Get Items
Delete Item
Search Items (Non-Date Fields)
Search Items (Date Fields)
Create Column
Retrieve Column Schema
Update Column Definition
Retrieve Column List
Delete Column
Create Group
Update Group
Get Group
Flowbot triggers
When an Item Is Created
Flowbot operations
Update BoardCreate ItemUpdate Column ValuesSearch BoardsCreate BoardDelete BoardGet ItemsDelete ItemSearch Items (Non-Date Fields)Search Items (Date Fields)Create ColumnRetrieve Column SchemaUpdate Column DefinitionRetrieve Column ListDelete ColumnCreate GroupUpdate GroupGet GroupDelete GroupAdd User to BoardAdd User to TeamAdd User to WorkspaceInvite UsersUpdate UserSearch UsersRemove Subscribers from BoardDownload FileGet AssetAdd File
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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