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.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Add Data to Project
Adds data to an existing project.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- Project
Trigger
Polling
Try It
Updated Project
Triggers when a project is updated.
Trigger
Polling
Try It
- ProjectRequired
- Title
- Content
- Published
- Append content if insight exists
Action
Write
- Name
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
New Project
Triggers when a new project is created
Trigger
Polling
Try It
- ChannelRequired
- TextRequired
- TimestampRequired
- Source Title
- Source URL
- Custom fields
Action
Write
- ProjectRequired
- Title
- Content
- Append content if data exists
Action
Write

About Dovetail

Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source of truth for customer knowledge.

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Related categories

Project Management

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.

Learn more