An automated workflow using integromat
Connects Email + Microsoft Excel
Save Email messages containing a specific phrase to a Microsoft 365 Excel worksheet
About this workflow template
This automation scenario allows you to connect Email and Microsoft Excel
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Email and Microsoft Excel can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Email
Watch Emails in Email
Triggers when a new email is received for processing according to specified criteria.
Then this action happens in Microsoft Excel
Add a Worksheet Row in Microsoft Excel
Adds a new worksheet row.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save Email messages containing a specific phrase to a Microsoft 365 Excel worksheet.
Part I
Configure Applications
First, we need to connect Email and Microsoft Excel to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Email to Make.com.
Give Make.com access to your Email account, using Email credentials.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Email
Choose the following trigger: Watch Emails (Triggers when a new email is received for processing according to specified criteria.).
Then set up an Action for Microsoft Excel
Choose this action: Add a Worksheet Row (Adds a new worksheet row.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Email and Microsoft Excel.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Save Email messages containing a specific phrase to a Microsoft 365 Excel worksheet!
Supported triggers and actions
New row
Triggers when a new row is added to a worksheet in a spreadsheet.
triggerbyzapierautomateioUpdated row
Triggers when a row is added or updated in a worksheet.
triggerbyzapierNew row in table
Triggers when a new row is added to a table in a spreadsheet.
triggerbyzapierpabbly-connectWatch worksheet rows
Triggers when a new row is added to a worksheet.
triggerbyintegromatNew worksheet
Triggers when a new worksheet is added to a spreadsheet.
triggerbyzapierpabbly-connectWatch table rows
Triggers when a new row is added to a table.
triggerbyintegromat
Send me an email
This Action will send you an HTML based email. Images and links are supported.
actionbyiftttSend outbound email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
actionbyzapierSend an email
Sends a new email.
actionbyintegromatautomateioSend yourself an email
Send yourself an email
actionbypipedreamCreate a draft
Creates and adds a new draft to a selected folder.
actionbyintegromatCopy an email
Copies an email or a draft into a selected folder.
actionbyintegromat
Apps you need
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
