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Automate tasks across Dovetail with Excel

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

Connect your Dovetail 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 27 actions between Dovetail and Excel.
Can’t find an action you need? Let us know.

Create ContactCreateCreate contact in Dovetail.Delete ContactDeleteDelete contact in Dovetail.Get ContactReadRun a get contact action in Dovetail.List ContactsReadRun a list contacts action in Dovetail.Update ContactUpdateUpdate contact in Dovetail.Create DataCreateCreate data in Dovetail.Delete DataDeleteDelete data in Dovetail.Get DataReadRun a get data action in Dovetail.List DataReadRun a list data action in Dovetail.Update DataUpdateUpdate data in Dovetail.Create DocCreateCreate doc in Dovetail.Delete DocDeleteDelete doc in Dovetail.Get DocReadRun a get doc action in Dovetail.List DocsReadRun a list docs action in Dovetail.Update DocUpdateUpdate doc in Dovetail.

Frequently Asked Questions

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

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

Related integrations

Explore other ways to connect Dovetail with the apps your team already uses, or browse every Dovetail 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.