Forum Discussion
Copy & Paste on a Mac/ Or new Add Ins
I am looking for simplify a process or an "add In" that might help! (Not Zapier) At this moment, I have someone typing in excel every email that comes through outlook. They fill out who sent the ema...
Hi JasWilson,
Happy Monday to you.
I am not aware of an excel plugin. However, if you have Microsoft 365 which includes SharePoint, SharePoint is great for storing documents including emails in a "Document Library". A document library looks a lot like an excel spreadsheet but it contains the document and any associated metadata.
For example, you can create the proper column headers including Email Status. What is really nice, you can then filter and group on column headers and status. As a bonus, exporting the information as an excel list with active hyperlinks.
Microsoft 365 has advanced tools like Power Automate (a paid subscription) which creates a workflow that automatically moves or sends a copy to the designated document library, and assigns and sends alerts to the proper team members. And, finally, when the task is completed, the leader can receive an alert as well.
