Sign inGet started
Docs
Get started

Automate tasks across DocumentPro with Excel

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make DocumentPro and Excel talk.
Here are some common ways to automate work between them.

Send a Excel notification when DocumentPro receives a high-priority item.Try now
Create a Excel follow-up from new qualified activity in DocumentPro.Try now
Copy new customer details from DocumentPro into Excel.Try now
Update the matching Excel item when a DocumentPro status changes.Try now
Start a review in Excel when DocumentPro flags an exception.Try now
Summarize new DocumentPro activity and save it in Excel.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your DocumentPro and Excel work.

Connect your DocumentPro and Excel. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 33 actions between DocumentPro and Excel.
Can’t find an action you need? Let us know.

Confirm Uploaded DocumentCreateRun a confirm uploaded document action in DocumentPro.Upload DocumentCreateRun an upload document action in DocumentPro.Get Large Upload URLReadRun a get large upload url action in DocumentPro.Delete JobDeleteDelete job in DocumentPro.Poll ExtractReadRun a poll extract action in DocumentPro.Run ExtractCreateRun a run extract action in DocumentPro.Create WorkflowCreateCreate workflow in DocumentPro.Delete WorkflowDeleteDelete workflow in DocumentPro.Disable Email Attachment ParsingUpdateRun a disable email attachment parsing action in DocumentPro.Disable Email Body ParsingUpdateRun a disable email body parsing action in DocumentPro.Disable Footer RemovalUpdateRun a disable footer removal action in DocumentPro.Disable Header RemovalUpdateRun a disable header removal action in DocumentPro.Disable OCR Checkbox DetectionUpdateRun a disable ocr checkbox detection action in DocumentPro.Disable OCR Layout DetectionUpdateRun a disable ocr layout detection action in DocumentPro.Disable OCR Table DetectionUpdateRun a disable ocr table detection action in DocumentPro.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with DocumentPro and Excel.

MindCloud connects DocumentPro and Excel so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Related integrations

Explore other ways to connect DocumentPro with the apps your team already uses, or browse every DocumentPro and Excel integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.