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Using Excel to Create a Playbook

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Thomas Baucke

You can use your Excel integration when you create a Playbook! Playbooks make using Spinify as simple as possible by generating pre-configured Competitions, Messages, and Achievements based on your goal, industry, or Role.

 

Follow the steps below to use your Excel integration to create a Playbook in Spinify.

 

1. Choose Your Playbook

  • Select the Playbooks menu icon
  • Choose the Playbook that's right for you and select "Create"
    playbooks.gif

2. Setup Your Playbook

  • Select the Users you'd like to include in your Playbook
  • Select Excel as your integration
  • Download the Playbook Template File
    download_template.gif

3. Use the Template

  • Fill in the template, and ensure the email address matches the Users you have selected in Spinify
  • Log in to Microsoft OneDrive and upload the template file
  • Refresh the spreadsheet list in Spinify
    mceclip1.png
  • Select your sheet
  • Click 'Create Playbook'

🎓Want to learn more about optimizing your Excel Integration? Register here to access Spinify Academy!🎓

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