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Automate tasks across Excel with vPlan

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Excel and vPlan. 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 58 actions between Excel and vPlan.
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 vPlan.

Apps are the systems your business runs on, like Excel and vPlan. 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.