How can I use Process Street with Excel or Google Sheets?

There are many ways to can integrate spreadsheets into your Process Street workflows.

  1. In a template, upload a spreadsheet to a file widget that others can download and use or refer to when completing a process
  2. 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
  3. 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

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