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Microsoft Excel + Microsoft Planner Integrations

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Example workflows
Triggers and actions
Microsoft Excel + your other apps
Microsoft Planner + your other apps
FAQ

Microsoft Excel + Microsoft Planner integrations

Microsoft Excel > Microsoft Planner

Trigger

Last triggered

Row added

Create plan

Connect Microsoft Excel to Microsoft Planner in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Microsoft Excel, Microsoft Planner, and many other popular SaaS applications.

Check below for example workflows using Microsoft Excel and Microsoft Planner, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

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Example Microsoft Excel + Microsoft Planner workflows

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Automatically create plan in Microsoft Planner for each row added in Microsoft Excel

Try it

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Add row to sheet automatically in Microsoft Excel for each task created in Microsoft Planner

Try it

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Update plan automatically in Microsoft Planner for each table row added in Microsoft Excel

Try it

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Update plan automatically in Microsoft Planner for each row added in Microsoft Excel

Try it

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Create task automatically in Microsoft Planner for each row added in Microsoft Excel

Try it

Microsoft Excel Triggers

Sheet

add

New row added

edit

Row changed

target

Row first meets conditions

Table

add

New table row added

edit

Table row changed

target

Table row first meets conditions

Microsoft Planner Actions

Group

Find group(s)

Plan

add

Create plan

Find plan(s)

edit

Update plan

Planner bucket

Find planner bucket(s)

Task

add

Create task

Find task(s)

edit

Update task

User

Find user(s)

Microsoft Planner Triggers

Task

add

Task created

Microsoft Excel Actions

Sheet

add_box

Add row to sheet

clear_all

Clear row

library_add

Create or update row

Find row(s)

edit

Update row

Table

add_box

Add row to table

library_add

Create or update table row

delete

Delete table row

Find table row(s)

edit

Update table row

Create your own Microsoft Excel + Microsoft Planner integration

Select a trigger in Microsoft Excel

Select an action in Microsoft Planner

Create your workflow

Or automate Microsoft Planner + Microsoft Excel

Select a trigger in Microsoft Planner

Select an action in Microsoft Excel

Create your workflow

Connect Microsoft Excel to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Microsoft Planner to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Microsoft Excel to Microsoft Planner with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Microsoft Excel or Microsoft Planner to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Microsoft Excel and Microsoft Planner to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Microsoft Excel to Microsoft Planner?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Microsoft Excel and Microsoft Planner—give it a try and let us know what you think.

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via email

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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Client onboarding workflow screenshot in Relay.app

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Microsoft Excel + Microsoft Planner integrations

Example Microsoft Excel + Microsoft Planner workflows

Automatically create plan in Microsoft Planner for each row added in Microsoft Excel

Add row to sheet automatically in Microsoft Excel for each task created in Microsoft Planner

Update plan automatically in Microsoft Planner for each table row added in Microsoft Excel

Update plan automatically in Microsoft Planner for each row added in Microsoft Excel

Create task automatically in Microsoft Planner for each row added in Microsoft Excel

Create your own Microsoft Excel + Microsoft Planner integration

Or automate Microsoft Planner + Microsoft Excel

Connect Microsoft Excel to your other apps

Or connect Microsoft Planner to your other apps

FAQ

What is Relay.app?

How do I connect Microsoft Excel to Microsoft Planner with Relay.app?

Is Relay.app a Zapier alternative for connecting Microsoft Excel to Microsoft Planner?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?