Quick summary
This tutorial shows how to integrate Microsoft Excel with Microsoft Planner using a Power Automate automated cloud flow, enabling task data to sync automatically between the two apps. In just a few steps, you can configure a scheduled trigger, add an Excel Online action, and save a live flow without writing any code.
Steps
- In the Power Automate main dashboard, navigate to the left-side panel and click Create.
- Select Automated Cloud Flow from the available options.
- Enter a unique Flow Name in the provided input field.
- Search for Planner and choose the specific Trigger you want to use.
- Click Create to proceed and generate the new flow.
- Click the Trigger tab to open and configure the trigger parameters.
- Set your preferred Interval, Frequency, Time Zone, and Start Time for the trigger.
- Click the Add icon to configure your desired Action.
- Find and select Excel Online from the available action options.
- Choose the specific Action you want Excel Online to perform.
- Specify the Location, Document Library, File, and Table Name parameters for the Excel action.
- Click Save to run and enable the custom flow.
- Your Microsoft Planner account is now integrated with Microsoft Excel and the flow is live.
