📝 Overview
By integrating Microsoft Excel with Yoom, you can:
✔️ retrieve sheet information,
✔️ add values from other apps to rows
✔️ create or delete sheets
✔️ insert formulas into cells
✔️ generate PDF documents using Excel templates
🔹 Note: This integration works only with Excel Online (Microsoft 365).
🙌 What You Can Do
Manage Excel Data Efficiently
Add, edit, delete rows, and retrieve rows
Enter and retrieve values from specific cells or ranges
Create or delete sheets
Advanced Excel Operations
Add formulas to specific cells
Retrieve and modify table structures
Automate Document Creation
Use Excel templates to generate PDF documents (e.g., invoices)
🙅 What You Cannot Do
Change the orientation of the PDF when generating documents
Modify font styles or apply formatting changes
Perform any operation not listed in the action list below
👍 Choosing the Right Operation Type
Operation Type | Use This When You Want To... | Where to Find It |
Manage database | Add, retrieve, update, or delete entire rows in Excel | Found under "Manage Database" after selecting Excel in the action selection screen |
Integrate with apps | Modify specific cells, manage sheets, or add formulas | Found under "Integrate with Apps" after selecting Excel in the action selection screen |
Document Creation | Generate a PDF by replacing placeholders in an Excel template | First, select "Document Creation" in the action selection screen, then choose Excel |
🔹 Actions for Integrate with Apps
Actions | Descriptions |
Get worksheet information | Get a list of sheet IDs and names |
Get specific cell value | Read a value from a specific cell |
Get values in a column | Get multiple values from a specific column |
Get values in a row | Get multiple values from a specific row |
Add sheet | Create a new sheet (tab) in Excel |
change sheet name | Change the name of a sheet (tab) |
Retrieve table list | Get a list of all tables in a sheet |
Add table | Convert a specified cell range into a table |
Enter formula in cell | Add a formula to a specific cell |
Enter value in cell | Input a specific value into a cell |
Get item ID | Get the item ID needed for other actions |
Delete sheet | Remove a specific sheet (tab) |
🔹 Actions for Manage Database
Actions | Descriptions |
Add a record | Insert a new row into the specified Excel sheet |
Retrieve a record | Find one row that matches the search criteria |
Retrieve multiple records (Up to 10) | Get up to 10 rows that match the search criteria |
Update a record | Modify values in one row based on search criteria |
Delete a record | Remove one row based on the search criteria |
🔹 Actions for Document Creation
Actions | Descriptions |
Document Creation
| Generate a PDF from an Excel template by replacing text. |
📚 Related Guides
📄 How to Setup "Document Creation - View Guide Here
Search Keywords
Search Keywords
Microsoft Excel, Excel, Spreadsheets, Automation, Microsoft 365