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Dovetail + Microsoft Excel

Create notes in Dovetail for new rows added in Microsoft Excel

Easily streamline your data organization and note-taking process when a new row is added to your Microsoft Excel table. This seamless workflow immediately creates a note in Dovetail, allowing for efficient accumulation and review of information pertinent to your tasks. Say goodbye to manual data transfer, and embrace the efficiency and effectiveness of this simple, convenient automation.

Easily streamline your data organization and note-taking process when a new row is added to your Microsoft Excel table. This seamless workflow immediately creates a note in Dovetail, allowing for efficient accumulation and review of information pertinent to your tasks. Say goodbye to manual data transfer, and embrace the efficiency and effectiveness of this simple, convenient automation.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    DovetailDovetail
    Create Note

    Creates a new note in a Dovetail project.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
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Related categories

  • Project Management
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related Zap Templates

  • Update rows in Microsoft Excel and create notes in Dovetail

Related Zap Templates