Keep a review record
Decide which answers your team needs in a spreadsheet or another structured destination. Check the available setup and map those fields deliberately.
Give reviewers the context they need.
Connected workflows
Put Microsoft Excel in the flow.
Explore the available Microsoft Excel connection workflows for RapidoForm. Review setup instructions, field mapping, and a practical checklist before launch.
Plan the connection
Make the next step intentional
Start with the outcome your team needs, then choose one of the available setup routes below. Verify the fields and permissions before relying on the connection.
About this connection
With Excel Online, you can easily create spreadsheets from scratch or choose from a variety of templates. Add calculations and formulas to bring your data to life and turn it into compelling charts and graphs. Invite others to collaborate to make quick progress on your projects. With the Rapidoform and Excel integration, you can now supercharge your results and easily share them with team members and stakeholders. Send your rapidoform responses to Excel Online to tell a story with your data. Turn feedback into graphs, support queries into workflows, and much more.
Choose your route
Available setup options
Different routes may require different accounts, permissions, or plans. Follow the instructions for the workflow you choose.
RapidoForm connection
Inside RapidoForm
See the form behind the workflow.
Start by making the questions clear and checking the respondent experience. This tour shows the form builder; use the integration's setup guide for the connection steps.
Real product · sample feedback form
Showing: Make the wording yours. Screens use sample content. Feature availability varies by plan.
A quick look around
The whole flow in 25 seconds.
Choose a question, edit the answers, explore themes, and switch to the mobile preview.
A silent guided sequence of real builder screens, using a sample feedback form.
Try the builder for free
Read the video walkthrough
- Choose a question type from the question picker.
- Edit the question, description, and answer choices.
- Choose a theme from the gallery and inspect the desktop preview.
- Switch to mobile preview to check the respondent experience.
Find your starting point
Keep the response connected to the work.
Start with a situation your audience recognizes, then shape the questions around the next step.
Prepare a team handoff
Choose the person or channel responsible for the next step, and include only the information needed to act.
Make the request easier to pick up.
Plan a relevant follow-up
Connect the stated purpose of the form with the next conversation, scheduling step, or response review.
Keep the experience consistent after submission.
Before you connect
A reliable workflow starts with a test.
Choose one useful destination for the response, then verify the complete handoff before adding more steps.
- 01
Define the next action
Decide who needs the information, where it belongs, and what should happen after a submission. Check feature availability in your workspace plan.
- 02
Map and limit the fields
Connect only the information needed for the task. Verify permissions, required values, contact preferences, and the destination’s expected formats.
- 03
Verify a test response
Check that the record arrives correctly and that the next action happens once. Review missing fields, duplicates, and how failures will be noticed.
Ready for real responses
Check the whole handoff.
Publishing a form and connecting a destination are separate steps. Verify both in the environment your audience will use.
- Confirm the correct destination account and minimum necessary permissions.
- Check field mapping, empty answers, and any contact or consent fields.
- Use a test response to verify delivery and the follow-up action.
- Decide how your team will detect a failure and handle a repeated submission.
- Review plan limits and the connection’s current setup instructions.
Put the idea into practice
Worked example: a Microsoft Excel response handoff
Plan the information the next person or destination needs before configuring the connection.
Example introduction
Tell us what you need help with. We will use the details to prepare the appropriate next step.
- 01Single choice
What type of request is this?
A new project / An existing request / A general question
Choose a category that can be understood at the destination.
- 02Long text
What outcome do you need?
A short description of the goal and relevant context.
Map the context needed to prepare a useful reply.
- 03Contact field
How should we reply?
The appropriate contact details for the stated request.
Include contact information only where the workflow needs it.
Who this is for
People submitting a request your team will review.
How the path works
Choose a published setup route for the intended destination. Map the necessary fields and verify a deliberate test response, including an unanswered optional field.
Example ending
“Your request has been received. The team will review it and use the contact details provided for the appropriate follow-up.”
Illustrative setup. Adapt the wording and behavior to your audience.
After the first response
Keep the connected workflow useful after launch.
A connection supports a process. Review the destination, ownership, and next action alongside the fields being delivered.
- 01
Verify the delivered information
Check that the destination receives the expected field values and the context needed to act.
- 02
Review repeats and exceptions
Agree how the team will handle a repeated submission, an empty optional field, or a response that needs a different owner.
- 03
Keep the handoff current
Review field mapping and permissions when the form, destination, or review process changes.
Make the idea yours
Your first useful version starts here.
You have the idea. Give it a clear structure, make it feel like your brand, and preview the experience before inviting your audience.
Start free. Explore paid features and limits when your workflow needs them.
A Microsoft Excel response handoff
A focused form, one useful destination, and a test that verifies the complete handoff.
- Choose the response your team needs to act on.
- Review the published setup route and required permissions.
- Verify a test response before inviting the audience.
Good questions
Before you build the workflow
Are all integrations available on every plan?
Feature availability and usage limits can depend on your plan and the connected service. Check the pricing page and setup instructions before committing to a workflow.
What should I test after connecting an app?
Submit a deliberate test response, verify the values and destination, and confirm any follow-up action. Check missing optional answers and repeated submissions so the team knows what to expect.
What if I cannot find the app I need?
Explore the published connection options and the help center. Do not assume that an app or particular automation is supported without reviewing its available setup.
Start with a useful form
Collect the context your workflow needs.
Choose a template, adapt the questions, and test the response journey before inviting your audience.
Explore templates