An automated workflow using integromat
Connects Gmail + Microsoft Excel
Save a Gmail email containing a specific phrase to a Microsoft 365 Excel worksheet
About this workflow template
This automation scenario allows you to connect Gmail and Microsoft Excel
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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
Gmail and Microsoft Excel can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Gmail
Watch Emails in Gmail
Triggers when a new email is received to be processed 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 a Gmail email containing a specific phrase to a Microsoft 365 Excel worksheet.
Part I
Configure Applications
First, we need to connect Gmail and Microsoft Excel to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail 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 Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed 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 Gmail 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 a Gmail email containing a specific phrase to a Microsoft 365 Excel worksheet!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapierNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Add row
Adds a new row to the end of a worksheet.
actionbyzapierAdd row to table
Adds a new row to the end of a specific table.
actionbyzapierpabbly-connectAdd a worksheet row
Adds a new worksheet row.
actionbyintegromatCreate spreadsheet
Creates a new spreadsheet
actionbyzapierUpdate row
Updates a row in a specific worksheet.
actionbyzapierintegratelyFind row
Finds a row by a column and value. Returns the entire row if one is found.
actionbyzapier
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.
