Question

Save as an existing Excel spreadsheet as a new document

  • 7 March 2024
  • 3 replies
  • 15 views

Hi, how do I create a zap so that when File A (a zoom meeting attendance report) is saved to a Onedrive folder, File B (my template file - a Microsoft Excel file) is duplicated/saved as a new Microsoft Excel file with the date in the file name?

 

This is part of a larger zap I want to create for a weekly task where:

  1. File A is savd to a Onedrive folder
  2. Which triggers my template excel document (File B) to be saved as a new document (File C)
  3. Particular data is then extracted from File A and added to File C

I have worked out how to do this if I want to update File B witih the data from File A, but I want to keep File B as a template because each week we have to submit File C as a report and I don’t want the data for each week to be overriden each time the zap is run.


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3 replies

Userlevel 7
Badge +14

Hi @TaraLucke 

Try these Zap steps:

  1. Trigger: OneDrive - New File in Folder
  2. Action: Filter
    1. TBD if you need this
  3. Action: OneDrive - Find File
    1. Template to copy
  4. Action: OneDrive - Upload File
    1. Map the file object/url from the previous step

Thanks so much Troy.  Sorry for the dumb question but how do I do the map at step 4? 

Userlevel 7
Badge +14

@TaraLucke 

Help article about how to configure Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action

For input fields, use the ‘CUSTOM’ tab to map variables between Zap steps.