Let’s explore how you can integrate MS Excel with Slack and automatically share MS Excel data with your team members on Slack.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link MS Excel with Pabbly Connect to capture the entered data, then link Pabbly Connect with Slack, and share the data with team members on a Slack channel.
Step to Automatically Share MS Excel Data as a Channel Message on Slack
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Microsoft Excel and Pabbly Connect
3. Setup Slack as the Action App to Share Data
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Microsoft Excel and Pabbly Connect
We will now look at the steps through which we will establish a link between Microsoft Excel and Pabbly Connect. This will help us to fetch the data from MS Excel.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Microsoft Excel.
Choose ‘Microsoft Excel’ as the Trigger App, select ‘New Row in Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect MS Excel Account
To connect with your MS Excel account, select ‘Add New Connection’ and click on connect with ‘Microsoft Excel’. Also, grant the authorization.
Select the Workbook and Worksheet, in which you enter the data, and click on ‘Save & Send Test Request’.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Microsoft Excel and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in Excel.
Step 3:- Setup Slack as the Action App to Share Data
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to send a channel message containing Excel sheet data on Slack. Therefore, Slack will be our Action App.
A. Action App
Choose ‘Slack’ as your Action App, select ‘Send Channel Message’ as an Action Event, and click on ‘Connect’.
B. Connect with Slack Account
To connect with your Slack account, select ‘Add New Connection’ and click on ‘Connect With Slack’.
Enter your Token Type and click on ‘Save’. Also, grant the authorization.
C. Compose Message
Now that you have connected your Slack account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Select the Channel at which you want to send the message.
Compose your message by mapping data from the step above.
Enter / Map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the data will automatically be shared with team members on Slack.
Note: Pabbly Connect checks for the data from MS Excel every 8 hours, so any new data you enter may not be shared immediately.
Our automation is complete. We have successfully integrated MS Excel with Slack. Each new data entry in MS Excel will now automatically be shared with team members on Slack Channel.
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