Process Excel use cases and workflow examples – KNOTS

What does the Process Excel app do?

The Process Excel app is designed to automate the extraction of structured data from Excel files attached to Zendesk tickets. It processes the file, extracts relevant data (e.g., order IDs, customer references), and fills a designated ticket field. This significantly improves ticket searchability and enables downstream automation.

What are the main use cases?

The app is versatile and used across various industries. Key use cases include:

Order Management: Automatically extract order IDs or customer numbers from Excel attachments for easier tracking.
Logistics and Supply Chain: Process shipment or delivery details received via Excel to streamline operations.
Customer Support for Enterprises: Standardize data intake from customers who submit Excel-based forms.
Third-party Data Integration: Trigger workflows using data from Excel to update CRMs, ERPs, or ticketing systems.
AI-Powered Processing: Combine with tools like AI Auto Fill to automatically parse and populate tickets with relevant data.

Can the app be customized?

Yes. Since Process Excel is built as a Knots Studio template app, it offers full customization. You can:

Call APIs of third-party systems.
Use extracted data to trigger custom workflows.
Integrate with other Zendesk or external tools.

Who benefits from this app?

Global Enterprises: Especially in logistics, manufacturing, or hardware sectors, where Excel is a standard communication format.
Customer Service Teams: Who want to reduce manual data entry and improve accuracy.
IT & Automation Leads: Looking to scale operations and integrate disparate data sources.

Need help or want to learn more about Knots automations?
Feel free to reach out to us at support@knots.io or get in touch via our contact form.