Docs

Automate tasks across Excel with ITM Platform

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Excel and ITM Platform. 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 42 actions between Excel and ITM Platform.
Can’t find an action you need? Let us know.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Excel and ITM Platform. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.