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My PersonaAgendaCompletionExcel

Excel

The Agenda’s Excel Completion feature in Persona Studios allows users to seamlessly integrate agenda outputs into Excel files, enabling efficient data management and analysis. This feature is designed to streamline workflows by automatically populating Excel sheets with structured data collected during agenda interactions.

How to set up

  1. Click “Connect to MS Excel”, then choose the workbook you want to link. You might need to log in to your Microsoft Online account if you haven’t already.
  2. Define agenda outputs by selecting the corresponding Excel columns.
  3. Map agenda item values (such as customer name, ID, or other required fields) to relevant Excel columns.
  4. Save settings to apply the changes and enable data retrieval.
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