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Automate tasks across Melo with Excel

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Melo 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.

Frequently Asked Questions

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

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