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. Select when the document should be created and click Apply changes:
New row added — triggers only when a brand-new row is appended to the spreadsheet. Updates to existing rows will not start the workflow. Examples:
A new employee is added to the Excel roster → send them onboarding documents;
A new order appears in the tracker → send order confirmation to the customer;
Sales rep adds a new lead → automatically send a product proposal.
Any row updated — triggers whenever anything changes in the spreadsheet, regardless of whether it's a new row being added or an existing row being modified. This is the broader option that covers all spreadsheet changes.
A "Status" column changes from Pending to Approved → send the signed contract
A customer's contact details are updated → resend the agreement with corrected info
Renewal date is changed in the spreadsheet → automatically trigger a renewal notice.
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.