ClickUp + Microsoft Excel

Create tasks in ClickUp from new worksheets in Microsoft Excel

Stay organized and efficient by using this workflow, which connects Microsoft Excel and ClickUp. When a new worksheet is added in Excel, this automation will update a task in ClickUp, ensuring your project management remains up-to-date. Save time and streamline your productivity with this seamless integration.

Stay organized and efficient by using this workflow, which connects Microsoft Excel and ClickUp. When a new worksheet is added in Excel, this automation will update a task in ClickUp, ensuring your project management remains up-to-date. Save time and streamline your productivity with this seamless integration.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Update Task

    Updates an existing task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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excel logo
excel logo

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.

Related categories

  • Microsoft
  • Spreadsheets

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