How to integrate ClickUp + Microsoft Excel

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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Bardeen Extension Window
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Microsoft Excel
ClickUp
Microsoft Excel
ClickUp

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Integration tips for ClickUp + Microsoft Excel

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I was skeptical how AI and automation could make my business better (being in the moving industry), but after Dan used Bardeen to automate finding new moving leads, I've seen a 27% increase in new customers, especially real estate agents which is huge for us!
Bardeen's automations are invaluable to us. We could do the work by hand, but it’s so time consuming that we likely wouldn’t even consider it as a lead generation avenue. Bardeen makes an entire avenue of lead generation possible that would have otherwise been too costly due to the amount of man hours required for our team to do the same work.
"This playbook saves me at least 2 hours everyday. It normally takes me 60-90 mins to scrape 30 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"

Available actions & triggers

Add or update a row to Microsoft Excel worksheet
Trigger
When row is added or updated in a Microsoft Excel worksheet
Trigger
Get ClickUp assignee from task
Trigger
Add a row to Microsoft Excel worksheet
Trigger
Get table data from Microsoft Excel worksheet
Trigger
Find Microsoft Excel workbooks
Trigger
Create ClickUp task
Trigger
When ClickUp task is created
Trigger
Create a new Microsoft Excel worksheet
Trigger
Create comment to ClickUp task
Trigger

Learn more about the apps

Integrate any app with ClickUp + Microsoft Excel

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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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