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:
When this trigger fires in Email
Triggers when a new email is received for processing according to specified criteria.
Then this action happens in Microsoft Excel
Adds a new worksheet row.
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
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
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
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!
Triggers when a new row is added to a worksheet in a spreadsheet.
Triggers when a row is added or updated in a worksheet.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new row is added to a worksheet.
Triggers when a new worksheet is added to a spreadsheet.
Triggers when a new row is added to a table.
This Action will send you an HTML based email. Images and links are supported.
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.
Sends a new email.
Send yourself an email
Creates and adds a new draft to a selected folder.
Copies an email or a draft into a selected folder.
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.