Microsoft Excel 365 and Microsoft Teams automations

Ready-made scenarios where Microsoft Excel 365 and Microsoft Teams work for you: pick one — a copy appears in your account and runs on its own.

100 scenarios

Microsoft Teams messages logged as rows in Microsoft Excel 365
Daily Microsoft Teams forecast logged into Microsoft Excel 365
New rows in the sheet — a message right away
A morning Instagram summary to Microsoft Teams
Bulk broadcast to chats from a spreadsheet
Low-stock alerts, before it's too late
Competitor posts, summarized into your work chat
An exam-prep question — every day to email, messenger, and SMS
Website uptime checks with messenger alerts
Employee birthday and anniversary greetings — automatically
Lead response-time monitoring with alerts
Videos published on schedule — from a folder and a sheet
A comparative candidate report — from a command in your messenger
A language tutor in your messenger — lessons on your vocabulary
A daily investment-portfolio breakdown
Payment reminders with a link — by email and messenger
A personal assistant in your messenger: schedule, mail, contacts
Product review triage — with a task and an alert on negatives
Candidate shortlisting, emails and screening tasks
Unpaid-invoice control: task and email — on their own
Ad overspend — a message the same day
Every lead: reply, CRM and nurture, instantly
Which channel brings deals — a per-source breakdown in Microsoft Teams
Form submissions: triaged, answered and pushed to your team
A monthly ad review — with recommendations
Email attachments — filed into storage and logged
Automatic triage of support emails
Equipment service dates — checked every morning, with alerts
Expense tracking through your messenger
A weekly digest of the pages that matter — in your work chat
Flight fare tracking — an alert when the price drops
Whole-portfolio profit — as a summary in Microsoft Teams
Register bot users into a spreadsheet
Recognise your bot's users without a signup
Orders, stock and reviews for your store — on autopilot
Ad copy that rewrites itself from its own results — every month
New freelance jobs with a ready proposal, sent to Microsoft Teams
A personal chat assistant: email, calendar, contacts
Fresh podcast topic ideas, every day
Payment reminders to messenger and email — with a pay link
Urgent emails from key clients, turned straight into tasks
Uptime monitoring for sites and services — with an alert in Microsoft Teams
Compare each proposal against your winners and find the gaps
An inbox sorted by your own rules
Polite candidate rejections sent by email, with the task closed
Feedback requests sent the moment a ticket is closed
Cycle tracking with morning insights — automatically
Book meetings from chat with an invite
Site articles from a topic list — in batches, on autopilot
Reminders for key employee dates
A morning portfolio brief — prices, news and sentiment in Microsoft Teams
A daily site summary — by messenger and email
Bot access for your people only
Application screening with interview-question generator
A daily numbers summary — to chat and email
Approve posts in your messenger — publishing to socials automatically
A morning day digest — key mail and meetings in one message
A daily news digest from your own sources
A Microsoft Teams bot: prices, document answers and meeting booking
Sheet change tracking with approval in your messenger
Vendor contract renewal reminders — handled for you
PDF report data from email, straight into a sheet
A trading journal from chat — in a single message
Company and contact data — on request, in your messenger
A report on your wallet positions — to chat and email, on schedule
Ask your schedule in plain words in chat
A work-chat assistant that remembers your context
A morning financial briefing for the boss, straight from your sheets
What to do in the gap between meetings — a nudge to your chat
Email triage and meeting booking — automated
A client's financial report in chat — by name
A post to all your groups from one chat message
One post — to all your communities at once, by messaging a bot
Inbox sorted by topic with ready draft replies
Document analysis and recommendations — right in your team chat
Role-based access to your work bot
A morning news briefing: three headlines to your messenger, the rest to your knowledge base
A daily watch on your competitors
Promoting your video in relevant discussions
From CV to interview invitation, automatically
Product matching through a short quiz in your messenger
Morning business KPI digest with AI insights
Income and expense tracking from your chat
A personal assistant in Microsoft Teams: calendar, email, contacts
Lead reply intent sorting with ready tasks in ClickUp
Knowledge-base support auto-replies with escalation
Receipts from photo into a table — automatically
Take orders, payments and deliveries — all in your messenger
Bulk-launch ads from a folder of creatives
Recipes in your chat: list, search and add in plain words
Order medicines from a prescription photo in messenger, with stock checks
Every sale — logged, a ping to you and a thank-you to the buyer
Post-op patient check-ins, with warning signs escalated to the doctor
Client onboarding from documents — the record fills itself in
A personal AI assistant in Microsoft Teams: email, calendar, notes
Appointment booking in chat — without a receptionist
An AI assistant over your CRM in any messenger
Finding companies and their staff's work contacts — with AI
An AI assistant for your inbox
An AI assistant that knows your documents and answers in any channel