This automation scenario allows you to connect Microsoft Excel and Email
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
Microsoft Excel and Email can also be integrated using automation tools other than integromat:
When this trigger fires in Microsoft Excel
Triggers when a new row is added to a worksheet.
Then this action happens in Email
Sends a new email.
This guide contains information on how to set up an automatic workflow that allows to Send an Email message from a new row in a Microsoft 365 Excel worksheet.
Part I
First, we need to connect Microsoft Excel and Email to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Connect Email to Make.com.
Give Make.com access to your Email account, using Email 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 Microsoft Excel
Choose the following trigger: Watch Worksheet Rows (Triggers when a new row is added to a worksheet.).
Then set up an Action for Email
Choose this action: Send an Email (Sends a new email.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Microsoft Excel and Email.
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 Send an Email message from a new row in 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 an email from your own custom address. Up to 10 emails sent per hour.
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.