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Automatically update Microsoft Excel spreadsheets from Process Street checklist completions. Latenode’s visual editor makes mapping data points seamless, and affordable execution-based pricing lets you scale reporting without cost concerns.
Connect Process Street and Microsoft Excel in minutes with Latenode.
Create Process Street to Microsoft Excel workflow
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Create a New Scenario to Connect Process Street and Microsoft Excel
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Microsoft Excel will be your first step. To do this, click "Choose an app," find Process Street or Microsoft Excel, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
Process Street
Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Excel Node
Next, click the plus (+) icon on the Process Street node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.
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Microsoft Excel
Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the Process Street and Microsoft Excel Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Process Street and Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Excel
Trigger on Webhook
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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Process Street and Microsoft Excel integration works as expected. Depending on your setup, data should flow between Process Street and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + Microsoft Excel + Slack: When a Process Street workflow run is completed, the data from that run is added as a new row in a Microsoft Excel table. Then, a Slack message is sent to a specified channel notifying the team of the completed workflow and providing a link to the Excel sheet.
Microsoft Excel + Process Street + Google Sheets: When a new row is added to a Microsoft Excel table, the data from that row is used to run a specified Process Street workflow. The Workflow Run ID and other details are then added as a new row to a Google Sheet to track the workflow's progress.
About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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How can I connect my Process Street account to Microsoft Excel using Latenode?
To connect your Process Street account to Microsoft Excel on Latenode, follow these steps:
Can I automatically update Excel with completed Process Street checklists?
Yes, you can! Latenode enables seamless updates. Each checklist completion triggers a row update in Excel. Monitor task progress and gain immediate data insights.
What types of tasks can I perform by integrating Process Street with Microsoft Excel?
Integrating Process Street with Microsoft Excel allows you to perform various tasks, including:
Can I use JavaScript to transform Process Street data before it reaches Excel?
Yes! Latenode lets you use JavaScript code to manipulate Process Street data, ensuring it fits your Excel formatting perfectly.
Are there any limitations to the Process Street and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: