Connecting Excel Worksheet to Planner

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Posted on by AP-16102129-0

Hi am wanting to create a flow that checks if a column in excel has a yes in it and if so, it creates a task in planner using data in that row including assigning people, adding notes, and moving the task to proper bucket.

Any ideas on where to start?

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Business Process Flows

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David_MA 7,541 on at

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Connecting Excel Worksheet to Planner

There are no trigger actions for Excel. You would need to create a scheduled flow and then get the rows from the spreadsheet where there is yes in your column. You can then use an apply to each item from the get rows action and use the create planner item action to create the task.

You will need to update the row to no or something else once the Planner task has been created. Otherwise, the next time the flow runs, it will create another Planner task for the same item.