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It is very easy to integrate Microsoft Excel with Planner via Power Automate. Here’s a quick guide on how to do it:
- Inside the main dashboard of your Power Automate, navigate to the left-side panel and click 'Create'.
- Select 'Automated Cloud Flow' from the available options.
- After that, prepare a unique Flow Name and enter it into the provided input field.
- Search for 'Planner' and then choose the specific Trigger you prefer to use.
- Once done, tap 'Create' to proceed.
- Following that, click the Trigger tab to set up the parameters accordingly.
- Configure the settings based on your preferences. Simply provide your preferred Interval, Frequency, Time Zone, and Start Time.
- Subsequently, click the 'Add' icon to calibrate your desired Action.
- Find and click 'Excel Online' from the available options.
- Subsequently, choose the corresponding Action you wish to use.
- Set up the parameters afterwards by specifying your preferred Location, Document Library, File, and Name.
- Once done, tap 'Save' to run and enable the custom flow.
- After completing these steps, your Microsoft Planner account will be integrated instantly with Microsoft Excel.
