There are many ways to can integrate spreadsheets into your Process Street workflows.
- In a template, upload a spreadsheet to a file widget that others can download and use or refer to when completing a process
- In a template, use the embed widget to embed a Google Sheet or Excel sheet directly into your process
- In a template, link to a spreadsheet that is hosted on Google Drive or an excel doc hosted on OneDrive or Dropbox. This is useful if you want a single source of truth for the spreadsheet or want people to update the spreadsheet as part of the process
- Connect with Google Sheets or Excel (must be using Office 365) via Zapier and automatically send data from your checklists (such as form field data) to spreadsheets