How it works
To pass leads from Microsoft Excel 365 to SendGrid automatically, use a ready-made scenario — no manual copying, no lost leads.
- Starts when: When clicking ‘Execute workflow’
- Then: Retrieve_Data_From_Sheet
- Then: Aggregate
- Then: Sprint Goal Generator
- Then: Send a message
- Then: Google Gemini Chat Model
- Then: Retrieve Agile Studio US
- Starts when: When Executed by Another Workflow
- Then: Get the Userstory data
- Then: Iterate over the attachments
- Check: Only select specific document
- Then: Keep only the attachment ID of document
- Then: Perform the API request with the ID of document
- Then: Convert the document to more readable format
- Check: Merge
- Check: Only select specific spreadsheets
- Check: Switch
- If yes: Keep only the attachment ID of the Sheet
- Then: Perform the API request with the ID of sheet
- Then: Convert to sheet data to readable format
- Check: Merge the results
- If no: Keep only the attachment ID of .xlsx
- Then: Download file
- Then: Extract from File
- Then: Convert the xlsx data to more readable format
- Check: Only select specific presentation
- Then: Keep only the attachment ID of presentation
- Then: Perform the API request with the ID of presentation
- Then: Convert the presentation to more readable format
- Then: Call 'Get Attachments - Agile Studio US'
You can launch this Microsoft Excel 365 + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.