Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft 365 Excel
Trigger: Watch Table Rows
Survey123
Action: Select an action
1. Select a trigger
  • Triggers when a new row is added to a table.

  • Triggers when a workbook is created.

  • Triggers when a new row is added to a worksheet.

2. Select an action
  • Create report from custom template.

Select a trigger and an action

Create workflow (opens in a new tab)