There are many ways you can integrate spreadsheets into your Process Street workflows.
- Integrate Process Street with Google Sheets via an automation
- In a workflow task, upload a spreadsheet to a file widget that others can download and use or refer to when completing a process
- In a workflow task, use the embed widget to embed a Google Sheet or Excel sheet directly into your process so that users can see and interact with your sheet without having to leave the workflow run
- In a workflow task, 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 your process
- Connect with Google Sheets or Excel (must be using Office 365) via Zapier and automatically send data from your workflow runs (such as form field data) to spreadsheets
- Export your workflow runs to CSV from your reports and from workflows
- Run multiple workflows from a CSV file