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Dovetail + Microsoft Excel

Update rows in Microsoft Excel and create notes in Dovetail

Keep your Dovetail notes updated with the latest Microsoft Excel changes using this workflow. Whenever an Excel row gets updated, a corresponding note is immediately created in Dovetail, ensuring your data is always aligned and up to date. It's a quick and efficient solution to streamline information transfer between your spreadsheet and Dovetail notes.

Keep your Dovetail notes updated with the latest Microsoft Excel changes using this workflow. Whenever an Excel row gets updated, a corresponding note is immediately created in Dovetail, ensuring your data is always aligned and up to date. It's a quick and efficient solution to streamline information transfer between your spreadsheet and Dovetail notes.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    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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