Microsoft Excel + Microsoft Planner integrations

Microsoft Excel logoMicrosoft Excel > Microsoft Planner
Trigger
Last triggered
Microsoft Excel logoRow added
Microsoft Planner logoCreate 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.

Example Microsoft Excel + Microsoft Planner workflows

Microsoft Excel iconarrow_forwardMicrosoft Planner icon

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

Microsoft Planner iconarrow_forwardMicrosoft Excel icon

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

Microsoft Excel iconarrow_forwardMicrosoft Planner icon

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

Microsoft Excel iconarrow_forwardMicrosoft Planner icon

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

Microsoft Excel iconarrow_forwardMicrosoft Planner icon

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

Microsoft Excel Triggers
Sheet
Microsoft Excel logo
add
New row added
Microsoft Excel logo
edit
Row changed
Microsoft Excel logo
target
Row first meets conditions
Table
Microsoft Excel logo
add
New table row added
Microsoft Excel logo
edit
Table row changed
Microsoft Excel logo
target
Table row first meets conditions
Microsoft Planner Actions
Group
Microsoft Planner logo
search
Find group(s)
Plan
Microsoft Planner logo
add
Create plan
Microsoft Planner logo
search
Find plan(s)
Microsoft Planner logo
edit
Update plan
Planner bucket
Microsoft Planner logo
search
Find planner bucket(s)
Task
Microsoft Planner logo
add
Create task
Microsoft Planner logo
search
Find task(s)
Microsoft Planner logo
search
Find task(s)
Microsoft Planner logo
edit
Update task
User
Microsoft Planner logo
search
Find user(s)
Microsoft Planner Triggers
Task
Microsoft Planner logo
add
Task created
Microsoft Excel Actions
Sheet
Microsoft Excel logo
add_box
Add row to sheet
Microsoft Excel logo
clear_all
Clear row
Microsoft Excel logo
library_add
Create or update row
Microsoft Excel logo
search
Find row(s)
Microsoft Excel logo
edit
Update row
Table
Microsoft Excel logo
add_box
Add row to table
Microsoft Excel logo
library_add
Create or update table row
Microsoft Excel logo
delete
Delete table row
Microsoft Excel logo
search
Find table row(s)
Microsoft Excel logo
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

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Integrate Asana with Microsoft Excel
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Sync Google Sheets with Microsoft Excel
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Integrate Trello with Microsoft Excel
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Close + Microsoft Excel integrations
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Automate Coda + Microsoft Excel
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Connect Codacy to Microsoft Excel
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Integrate CodeScene with Microsoft Excel
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Sync Confluence with Microsoft Excel
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ConvertKit + Microsoft Excel automations
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How to use DeepSeek + Microsoft Excel
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Deepsource + Microsoft Excel integrations
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Automate Dialpad + Microsoft Excel
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Connect Discord to Microsoft Excel
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Integrate Documint with Microsoft Excel
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Sync DocuSign with Microsoft Excel
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Dovetail + Microsoft Excel automations
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How to use Drip + Microsoft Excel
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Dropbox + Microsoft Excel integrations
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Automate ElevenLabs + Microsoft Excel
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Connect Facebook Lead Ads to Microsoft Excel
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Integrate Fathom with Microsoft Excel
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Sync Fathom with Microsoft Excel
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Fibery + Microsoft Excel automations
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How to use Figma + Microsoft Excel
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Fillout + Microsoft Excel integrations
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Automate Fireflies.ai + Microsoft Excel
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Connect Folk to Microsoft Excel
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Integrate Follow Up Boss with Microsoft Excel
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Sync Freshdesk with Microsoft Excel
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Front + Microsoft Excel automations
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How to use GitHub + Microsoft Excel
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Gmelius + Microsoft Excel integrations
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Automate GoHighLevel + Microsoft Excel
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Connect Gong to Microsoft Excel
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Integrate Google Contacts with Microsoft Excel
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Sync Google Forms with Microsoft Excel
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Google Gemini + Microsoft Excel automations
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How to use Google Meet + Microsoft Excel
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Google My Business + Microsoft Excel integrations
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Automate Google Tasks + Microsoft Excel
Google Tasks
Connect Granola to Microsoft Excel
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Integrate Groq with Microsoft Excel
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Sync Gumroad with Microsoft Excel
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Harmonic + Microsoft Excel automations
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How to use Harvest + Microsoft Excel
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Help Scout + Microsoft Excel integrations
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Automate HeyGen + Microsoft Excel
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Connect ImgBB to Microsoft Excel
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Integrate Incident.io with Microsoft Excel
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Sync Instagram with Microsoft Excel
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Instantly + Microsoft Excel automations
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How to use Jotform + Microsoft Excel
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Kit (ConvertKit) + Microsoft Excel integrations
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Automate LambdaTest + Microsoft Excel
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Connect Lemlist to Microsoft Excel
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Integrate Lemon Squeezy with Microsoft Excel
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Sync Lever with Microsoft Excel
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LinearB + Microsoft Excel automations
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How to use Loops + Microsoft Excel
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Luma + Microsoft Excel integrations
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Automate Mailchimp + Microsoft Excel
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Connect MailerLite to Microsoft Excel
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Integrate MailerSend with Microsoft Excel
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Sync Mailjet with Microsoft Excel
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Mailshake + Microsoft Excel automations
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How to use ManyChat + Microsoft Excel
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Mem + Microsoft Excel integrations
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Automate Microsoft OneDrive + Microsoft Excel
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Connect Missive to Microsoft Excel
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Integrate Mistral with Microsoft Excel
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Sync Mixpanel with Microsoft Excel
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Monday.com + Microsoft Excel automations
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How to use New Relic + Microsoft Excel
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Northflank + Microsoft Excel integrations
Northflank
Automate olostep + Microsoft Excel
olostep
Connect Outlook Calendar to Microsoft Excel
Outlook Calendar
Integrate Outlook Contacts with Microsoft Excel
Outlook Contacts
Sync Outlook Mail with Microsoft Excel
Outlook Mail
Paddle + Microsoft Excel automations
Paddle
How to use PandaDoc + Microsoft Excel
PandaDoc
Paperform + Microsoft Excel integrations
Paperform
Automate Perplexity + Microsoft Excel
Perplexity
Connect Pipefy to Microsoft Excel
Pipefy
Integrate PostHog with Microsoft Excel
PostHog
Sync Qlty with Microsoft Excel
Qlty
QuickBooks Online + Microsoft Excel automations
QuickBooks Online
How to use QuickMail + Microsoft Excel
QuickMail
Quo (OpenPhone) + Microsoft Excel integrations
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Automate Qwen + Microsoft Excel
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Connect Railway to Microsoft Excel
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Integrate Ramp with Microsoft Excel
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Sync Reddit with Microsoft Excel
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Relay.app + Microsoft Excel automations
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How to use Retable + Microsoft Excel
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RingCentral + Microsoft Excel integrations
RingCentral
Automate SalesIntel + Microsoft Excel
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Connect ScrapingBee to Microsoft Excel
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Integrate Sharepoint with Microsoft Excel
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Sync ShipHero with Microsoft Excel
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Shopify + Microsoft Excel automations
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How to use Signeasy + Microsoft Excel
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Skool + Microsoft Excel integrations
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Automate Skyflow + Microsoft Excel
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Connect Smartlead.ai to Microsoft Excel
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Integrate SmartSuite with Microsoft Excel
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Sync Smartwaiver with Microsoft Excel
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Snowflake + Microsoft Excel automations
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How to use Square + Microsoft Excel
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Stripe + Microsoft Excel integrations
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Automate Supabase + Microsoft Excel
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Connect Syften to Microsoft Excel
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Integrate Tally with Microsoft Excel
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Sync Teams with Microsoft Excel
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Telegram + Microsoft Excel automations
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How to use Tella + Microsoft Excel
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Things + Microsoft Excel integrations
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Automate ThriveCart + Microsoft Excel
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Connect TickTick to Microsoft Excel
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Integrate TidyCal with Microsoft Excel
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Sync Tiktok with Microsoft Excel
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Todoist + Microsoft Excel automations
Todoist
How to use Toggl + Microsoft Excel
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Tremendous + Microsoft Excel integrations
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Automate Twilio + Microsoft Excel
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Connect Typeform to Microsoft Excel
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Integrate Wave with Microsoft Excel
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Sync Webflow with Microsoft Excel
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WhatsApp notifications + Microsoft Excel automations
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How to use WooCommerce + Microsoft Excel
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Wordpress.com + Microsoft Excel integrations
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Automate WordPress (Self-Hosted) + Microsoft Excel
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Connect X (Twitter) to Microsoft Excel
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Integrate xAI with Microsoft Excel
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Sync Xero with Microsoft Excel
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Xodo Sign + Microsoft Excel automations
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How to use YouTube + Microsoft Excel
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Zite + Microsoft Excel integrations
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Automate Zoom + Microsoft Excel
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Connect Zoom Events to Microsoft Excel
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Integrate Airtable with Microsoft Excel
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Sync Google Docs with Microsoft Excel
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Slack + Microsoft Excel automations
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How to use Google Slides + Microsoft Excel
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Automate OpenAI + Microsoft Excel
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Salesforce + Microsoft Excel automations
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How to use Gmail + Microsoft Excel
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Jira + Microsoft Excel integrations
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Automate Linear + Microsoft Excel
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Connect Ashby to Microsoft Excel
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Or connect Microsoft Planner to your other apps

Intercom + Microsoft Planner integrations
Intercom
Automate Google Groups + Microsoft Planner
Google Groups
Connect Notion to Microsoft Planner
Notion
Integrate Asana with Microsoft Planner
Asana
Sync Google Sheets with Microsoft Planner
Google Sheets
Zendesk + Microsoft Planner automations
Zendesk
How to use HubSpot + Microsoft Planner
HubSpot
Pipedrive + Microsoft Planner integrations
Pipedrive
Automate Calendly + Microsoft Planner
Calendly
Connect Google Drive to Microsoft Planner
Google Drive
Integrate Trello with Microsoft Planner
Trello
Sync 1Password with Microsoft Planner
1Password
ActiveCampaign + Microsoft Planner automations
ActiveCampaign
How to use Anthropic + Microsoft Planner
Anthropic
Apify + Microsoft Planner integrations
Apify
Automate Apollo + Microsoft Planner
Apollo
Connect AssemblyAI to Microsoft Planner
AssemblyAI
Integrate Attio with Microsoft Planner
Attio
Sync Axiom.ai with Microsoft Planner
Axiom.ai
Baserow + Microsoft Planner automations
Baserow
How to use beehiiv + Microsoft Planner
beehiiv
bitly + Microsoft Planner integrations
bitly
Automate Bloobirds + Microsoft Planner
Bloobirds
Connect Bluesky to Microsoft Planner
Bluesky
Integrate Box with Microsoft Planner
Box
Sync Brevo with Microsoft Planner
Brevo
Browse.ai + Microsoft Planner automations
Browse.ai
How to use BuildKite + Microsoft Planner
BuildKite
Cal.com + Microsoft Planner integrations
Cal.com
Automate CallRail + Microsoft Planner
CallRail
Connect Canva to Microsoft Planner
Canva
Integrate Cartesia with Microsoft Planner
Cartesia
Sync Chargebee with Microsoft Planner
Chargebee
ClickSend + Microsoft Planner automations
ClickSend
How to use ClickUp + Microsoft Planner
ClickUp
Close + Microsoft Planner integrations
Close
Automate Coda + Microsoft Planner
Coda
Connect Codacy to Microsoft Planner
Codacy
Integrate CodeScene with Microsoft Planner
CodeScene
Sync Confluence with Microsoft Planner
Confluence
ConvertKit + Microsoft Planner automations
ConvertKit
How to use DeepSeek + Microsoft Planner
DeepSeek
Deepsource + Microsoft Planner integrations
Deepsource
Automate Dialpad + Microsoft Planner
Dialpad
Connect Discord to Microsoft Planner
Discord
Integrate Documint with Microsoft Planner
Documint
Sync DocuSign with Microsoft Planner
DocuSign
Dovetail + Microsoft Planner automations
Dovetail
How to use Drip + Microsoft Planner
Drip
Dropbox + Microsoft Planner integrations
Dropbox
Automate ElevenLabs + Microsoft Planner
ElevenLabs
Connect Facebook Lead Ads to Microsoft Planner
Facebook Lead Ads
Integrate Fathom with Microsoft Planner
Fathom
Sync Fathom with Microsoft Planner
Fathom
Fibery + Microsoft Planner automations
Fibery
How to use Figma + Microsoft Planner
Figma
Fillout + Microsoft Planner integrations
Fillout
Automate Fireflies.ai + Microsoft Planner
Fireflies.ai
Connect Folk to Microsoft Planner
Folk
Integrate Follow Up Boss with Microsoft Planner
Follow Up Boss
Sync Freshdesk with Microsoft Planner
Freshdesk
Front + Microsoft Planner automations
Front
How to use GitHub + Microsoft Planner
GitHub
Gmelius + Microsoft Planner integrations
Gmelius
Automate GoHighLevel + Microsoft Planner
GoHighLevel
Connect Gong to Microsoft Planner
Gong
Integrate Google Contacts with Microsoft Planner
Google Contacts
Sync Google Forms with Microsoft Planner
Google Forms
Google Gemini + Microsoft Planner automations
Google Gemini
How to use Google Meet + Microsoft Planner
Google Meet
Google My Business + Microsoft Planner integrations
Google My Business
Automate Google Tasks + Microsoft Planner
Google Tasks
Connect Granola to Microsoft Planner
Granola
Integrate Groq with Microsoft Planner
Groq
Sync Gumroad with Microsoft Planner
Gumroad
Harmonic + Microsoft Planner automations
Harmonic
How to use Harvest + Microsoft Planner
Harvest
Help Scout + Microsoft Planner integrations
Help Scout
Automate HeyGen + Microsoft Planner
HeyGen
Connect ImgBB to Microsoft Planner
ImgBB
Integrate Incident.io with Microsoft Planner
Incident.io
Sync Instagram with Microsoft Planner
Instagram
Instantly + Microsoft Planner automations
Instantly
How to use Jotform + Microsoft Planner
Jotform
Kit (ConvertKit) + Microsoft Planner integrations
Kit (ConvertKit)
Automate LambdaTest + Microsoft Planner
LambdaTest
Connect Lemlist to Microsoft Planner
Lemlist
Integrate Lemon Squeezy with Microsoft Planner
Lemon Squeezy
Sync Lever with Microsoft Planner
Lever
LinearB + Microsoft Planner automations
LinearB
How to use Loops + Microsoft Planner
Loops
Luma + Microsoft Planner integrations
Luma
Automate Mailchimp + Microsoft Planner
Mailchimp
Connect MailerLite to Microsoft Planner
MailerLite
Integrate MailerSend with Microsoft Planner
MailerSend
Sync Mailjet with Microsoft Planner
Mailjet
Mailshake + Microsoft Planner automations
Mailshake
How to use ManyChat + Microsoft Planner
ManyChat
Mem + Microsoft Planner integrations
Mem
Automate Microsoft OneDrive + Microsoft Planner
Microsoft OneDrive
Connect Missive to Microsoft Planner
Missive
Integrate Mistral with Microsoft Planner
Mistral
Sync Mixpanel with Microsoft Planner
Mixpanel
Monday.com + Microsoft Planner automations
Monday.com
How to use New Relic + Microsoft Planner
New Relic
Northflank + Microsoft Planner integrations
Northflank
Automate olostep + Microsoft Planner
olostep
Connect Outlook Calendar to Microsoft Planner
Outlook Calendar
Integrate Outlook Contacts with Microsoft Planner
Outlook Contacts
Sync Outlook Mail with Microsoft Planner
Outlook Mail
Paddle + Microsoft Planner automations
Paddle
How to use PandaDoc + Microsoft Planner
PandaDoc
Paperform + Microsoft Planner integrations
Paperform
Automate Perplexity + Microsoft Planner
Perplexity
Connect Pipefy to Microsoft Planner
Pipefy
Integrate PostHog with Microsoft Planner
PostHog
Sync Qlty with Microsoft Planner
Qlty
QuickBooks Online + Microsoft Planner automations
QuickBooks Online
How to use QuickMail + Microsoft Planner
QuickMail
Quo (OpenPhone) + Microsoft Planner integrations
Quo (OpenPhone)
Automate Qwen + Microsoft Planner
Qwen
Connect Railway to Microsoft Planner
Railway
Integrate Ramp with Microsoft Planner
Ramp
Sync Reddit with Microsoft Planner
Reddit
Relay.app + Microsoft Planner automations
Relay.app
How to use Retable + Microsoft Planner
Retable
RingCentral + Microsoft Planner integrations
RingCentral
Automate SalesIntel + Microsoft Planner
SalesIntel
Connect ScrapingBee to Microsoft Planner
ScrapingBee
Integrate Sharepoint with Microsoft Planner
Sharepoint
Sync ShipHero with Microsoft Planner
ShipHero
Shopify + Microsoft Planner automations
Shopify
How to use Signeasy + Microsoft Planner
Signeasy
Skool + Microsoft Planner integrations
Skool
Automate Skyflow + Microsoft Planner
Skyflow
Connect Smartlead.ai to Microsoft Planner
Smartlead.ai
Integrate SmartSuite with Microsoft Planner
SmartSuite
Sync Smartwaiver with Microsoft Planner
Smartwaiver
Snowflake + Microsoft Planner automations
Snowflake
How to use Square + Microsoft Planner
Square
Stripe + Microsoft Planner integrations
Stripe
Automate Supabase + Microsoft Planner
Supabase
Connect Syften to Microsoft Planner
Syften
Integrate Tally with Microsoft Planner
Tally
Sync Teams with Microsoft Planner
Teams
Telegram + Microsoft Planner automations
Telegram
How to use Tella + Microsoft Planner
Tella
Things + Microsoft Planner integrations
Things
Automate ThriveCart + Microsoft Planner
ThriveCart
Connect TickTick to Microsoft Planner
TickTick
Integrate TidyCal with Microsoft Planner
TidyCal
Sync Tiktok with Microsoft Planner
Tiktok
Todoist + Microsoft Planner automations
Todoist
How to use Toggl + Microsoft Planner
Toggl
Tremendous + Microsoft Planner integrations
Tremendous
Automate Twilio + Microsoft Planner
Twilio
Connect Typeform to Microsoft Planner
Typeform
Integrate Wave with Microsoft Planner
Wave
Sync Webflow with Microsoft Planner
Webflow
WhatsApp notifications + Microsoft Planner automations
WhatsApp notifications
How to use WooCommerce + Microsoft Planner
WooCommerce
Wordpress.com + Microsoft Planner integrations
Wordpress.com
Automate WordPress (Self-Hosted) + Microsoft Planner
WordPress (Self-Hosted)
Connect X (Twitter) to Microsoft Planner
X (Twitter)
Integrate xAI with Microsoft Planner
xAI
Sync Xero with Microsoft Planner
Xero
Xodo Sign + Microsoft Planner automations
Xodo Sign
How to use YouTube + Microsoft Planner
YouTube
Zite + Microsoft Planner integrations
Zite
Automate Zoom + Microsoft Planner
Zoom
Connect Zoom Events to Microsoft Planner
Zoom Events
Integrate Airtable with Microsoft Planner
Airtable
Sync Google Docs with Microsoft Planner
Google Docs
Slack + Microsoft Planner automations
Slack
How to use Google Slides + Microsoft Planner
Google Slides
Google Calendar + Microsoft Planner integrations
Google Calendar
Automate OpenAI + Microsoft Planner
OpenAI
Connect App Store to Microsoft Planner
App Store
Integrate Google Play Store with Microsoft Planner
Google Play Store
Sync Greenhouse with Microsoft Planner
Greenhouse
Salesforce + Microsoft Planner automations
Salesforce
How to use Gmail + Microsoft Planner
Gmail
Jira + Microsoft Planner integrations
Jira
Automate Linear + Microsoft Planner
Linear
Connect Ashby to Microsoft Planner
Ashby

FAQ

  • What is Relay.app?

    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?

    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?

    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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