Automating Excel Reporting Outputs

Are you cutting and pasting learner information from your own spreadsheet or database into the Excel reporting template? If so, did you know that there are no-code (no developer needed) automation tools that, once set up, can output your participant reporting and eliminate manual processes as well as prevent the typos and missing data that can result?

One of our Providers recently automated its Excel reporting file generation and shared a list of the automation tools that it researched. Each of these products has unique features that may or may not support your current systems. This list is not exhaustive, and we make no recommendations. Spoiler alert: The provider eventually used Zapier for its automation.

Make: An automation tool that uses a visual platform versus no-code integration and automation platforms.

Pabbly Connect: Another automation tool that states it “supports more than 1,000+ applications.”

Tray.io: A low-code automation platform designed for both non-technical and technical users to create sophisticated workflow automation.

UncannyAutomator: An automation plug-in for WordPress.

Workato: This tool integrates lots of applications, including Zoom and Salesforce.

Zapier: This tool uses no-code automation across 5,000+ apps.