Working with big amounts of data in spreadsheets is a constant challenge for many companies and teams. Starting your data-heavy workflows with the Microsoft 365 Excel update options helps to streamline your work in spreadsheets and automatically route data from them.
1. Add autostart as described in this article, select Microsoft 365 Excel update and proceed to settings.
2. Connect to your Microsoft account.
3. Select the spreadsheet and sheet you need.
4. Select the matching condition when the documents should be sent.
5. To pre-fill the documents with values from the source sheet, simply match the required fields.
6. Specify a time delay after which a document will be sent and choose how many documents will be created for each row in a spreadsheet.
7. Tick the checkbox to notify the Admin every time a new document is sent and customize the notification message if needed.
8. Decide when the new documents should be created (once the new rows are added or the spreadsheet is updated) and click Apply changes.
Once you’ve configured the Microsoft 365 Excel update option, the new document will be sent to the steps in your workflow per the settings you’ve adjusted.