How Can I Use Process Street with Excel or Google Sheets?

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

  1. Export all your Process Street data using our Reporting API
  2. Integrate Process Street with Google Sheets via an automation
  3. In a workflow task, upload a spreadsheet to a file widget that others can download and use or refer to when completing a process
  4. 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
  5. 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
  6. 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
  7. Export your workflow runs to CSV from your reports and from workflows
  8.  Run multiple workflows from a CSV file

 

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