Chekkit Microsoft Excel

Chekkit + Microsoft Excel Integrations, Built by an AI Agent

Put Chekkit + Microsoft Excel to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Chekkit and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.

Chekkit + Microsoft Excel When a new textchat message is received in Chekkit, log chat content in Microsoft Excel. See details
Subscribe recipients when an agreement is sent When you send a document for signature in Microsoft Excel, automatically add the recipient as a subscriber in Chekkit to keep marketing lists up to date. See details
Generate onboarding documents for new subscribers Whenever a new subscriber joins your list in Chekkit, automatically create a personalized welcome document from a template in Microsoft Excel. See details
Segment contacts when strategic notes are updated When team members update key account notes in Microsoft Excel, automatically place the associated contact into the right targeted segment inside Chekkit. See details

Browse the full workflow library →

Looking to achieve something else with Chekkit and Microsoft Excel?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Chekkit and Microsoft Excel

Everything Chekkit and Microsoft Excel can do inside a workflow — the triggers that start one and the actions that run when it fires.

Chekkit Explore Chekkit →

Chekkit is a local customer interaction platform offering review management, web chat, text messaging, and text-to-pay tools.

Triggers
New Review

Triggers when you get a new Google or Facebook review.

New Inbound Text Message

Triggers when you a receive a new SMS message to your Chekkit account.

New Review Invitation Sent

Triggers when a new review invitation is sent.

New Textchat Message

Triggers when a new message is sent through your textchat widget.

Actions
Update Customer

Updates a customer's details, and adds or removes tags.

Create a New Customer

Create a new customer (and optional message) in Chekkit.

Send Message to Group Chat

Automatically send a message to a specific Group Chat channel - can be a group or direct message.

Send Text Message

Sends a text message to a customer through Chekkit via SMS or Email. Text message replies will appear in your Chekkit dashboard, email replies will be sent to your email inbox.

Send a Review Invitation

Sends a review invitation to a customer via sms or email.

Microsoft Excel Explore Microsoft Excel →

Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.

Triggers
New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

New Row in Table

Triggers when a new row is added to a table in a spreadsheet.

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Actions
Add Row

Adds a new row to the end of a worksheet.

Add Row(s)

Adds one or more rows to the end of a worksheet (with line item support).

Add Row to Table

Adds a new row to the end of a specific table.

Clear Cells by Range

Clears the contents and/or formatting of a range of cells.

Clear Column by Index

Clears the contents and/or formatting of a column by index.

Clear Row by ID

Clears the contents and/or formatting of a row by ID.

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FAQ

Common questions about Chekkit + Microsoft Excel

Is there a pre-built Chekkit + Microsoft Excel automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Chekkit and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Chekkit or Microsoft Excel connector?

No. The Agent works whether or not Chekkit or Microsoft Excel already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Microsoft Excel with Chekkit help build marketing lists?

When clients complete documents or update notes in Microsoft Excel, their information can be automatically pushed to Chekkit to enroll them in relevant subscriber lists and segments.

Can I automatically create documents when new subscribers join in Chekkit?

Yes, adding a subscriber in Chekkit can initiate document creation from a template in Microsoft Excel, ensuring fresh collateral is generated instantly for new contacts.

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