Docupilot + Microsoft Excel
Create new Docupilot documents from updated rows in Microsoft Excel
Stay organized and maximise efficiency with this workflow. When you update a row in your Microsoft Excel sheets, it instantly generates a new document in Docupilot, eliminating the need for repetitive manual data entry. This automation not only maintains consistency across your records but also significantly accelerates your documentation process. Streamline your tasks and manage your digital records better with this seamless integration.
Stay organized and maximise efficiency with this workflow. When you update a row in your Microsoft Excel sheets, it instantly generates a new document in Docupilot, eliminating the need for repetitive manual data entry. This automation not only maintains consistency across your records but also significantly accelerates your documentation process. Streamline your tasks and manage your digital records better with this seamless integration.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Document
Creates a new document from a specified template.
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
