Once approval is completed in CollaboFlow, update the records in Microsoft Excel.

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  2. CollaboFlow
  3. Once approval is completed in CollaboFlow, update the records in Microsoft Excel.
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■Overview

This is a flow that updates Microsoft Excel records once approval is completed in CollaboFlow.

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■Recommended for

1. Companies using both Microsoft Excel and CollaboFlow

・Those who want to conduct approval processes such as approval requests and contract approvals in CollaboFlow and link them with Microsoft Excel records

・Those who want to eliminate the manual effort of updating Microsoft Excel records after approval is completed and improve operational efficiency

・Those who want to reflect approval status in Microsoft Excel in real-time to maintain data consistency

‍

■Benefits of using this template

・By automatically updating Microsoft Excel records triggered by approval completion in CollaboFlow, the manual effort of updating is eliminated, significantly improving operational efficiency.

・It prevents errors associated with manual updates and ensures data accuracy.

・Since the approval status is reflected in Microsoft Excel in real-time, you can always grasp the latest information.

・The integration of CollaboFlow and Microsoft Excel visualizes the entire approval process, helping to identify and improve bottlenecks.

‍

■Notes

・Please integrate both CollaboFlow and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.

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