Scheduled Trigger: Get dates from excel file

Hello,

I want my workflow to start on specific dates which are saved on an excel file.
Is it possible, that the bot gets the dates from the excel file and do the process afterwards?

Best Answers

  • Kalin_126161
    Kalin_126161 Posts: 74 admin
    Answer ✓

    Hi @Cengizhan_898801,

    You should be able to accomplish this with the action Excel: Look up Data in Columns and using delays. The workflow would start with you emailing the excel file to an email trigger or uploading it at the start.

    If you use Excel: Look up Data in Columns you can grab the dates from the appropriate column and use conditions with the date to navigate the workflow as you would need. You can also use delays to pause a workflow until the correct start date. I've included a couple help articles that should be useful in building this.

    Let me know if that approach would work for you and if you have any questions.

    Thank you,
    Kalin

    Excel: Look up data in Columns - https://help.catalytic.com/docs/excel-look-up-data-in-columns/
    Using delays in Catalytic - https://help.catalytic.com/docs/delay-an-actions-start-time-until-a-later-date/

  • Cengizhan_898801
    Cengizhan_898801 Posts: 6
    Answer ✓

    Hi @Kalin,

    Thank you for the answer, I am now trying to do it, but fail at some point.
    In the field Search term what am I supposed to type in, because I can't just let it read the columns?

    Thank you again,
    Cengizhan