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In this tutorial, a basic workflow is demonstrated to connect a document workflow with Microsoft Excel. The example features two questions: client name and signature date. An Excel spreadsheet is prepared with two corresponding columns for these variables. The presenter then shifts to Zapier, the tool used to link the document and Excel. A Zap has been pre-set for simplicity. In Zapier, a trigger app and an action app are utilized; the trigger initiates the data's flow, while the action represents the final outcome. The setup begins with the document as the trigger to facilitate the integration with Excel.
