Add new Clio documents to Microsoft Excel as rows quickly with this workflow
Simplify your document management process between Clio and Microsoft Excel with this workflow. Whenever a new document is added to Clio, this automation will instantly transfer the information to a new row in your selected Microsoft Excel table. Improve productivity and optimize your data organization by removing manual data entry and bridging the gap between your legal practice management and spreadsheet tools.
Simplify your document management process between Clio and Microsoft Excel with this workflow. Whenever a new document is added to Clio, this automation will instantly transfer the information to a new row in your selected Microsoft Excel table. Improve productivity and optimize your data organization by removing manual data entry and bridging the gap between your legal practice management and spreadsheet tools.
- When this happens...New Document
Triggers when a new document is created.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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