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so i wanted to give a quick demonstration how you can connect your document workflow into microsoft excel so here ive started with a super basic workflow its just got two questions here one about the client name one about the signature date and thats all im going to start with for this basic example then i have my excel spreadsheet and i have two columns set up client name and date which correspond to the variables that i want to be inserted into my fields inside of the spreadsheet next thing im going to do is im going to go over to zapier which is how im going to connect the two from document into into excel through zapier so ill go into zapier ive already actually set up a zap to make this simpler for the video zapier has a trigger app and an action app so the trigger is what is going to as it names as its name suggests trigger the whats going to happen to the data and the action is the final result so were setting up the trigger weve used document weve used the trigger