An email-to-Excel job register for an Australian trades business
An Australian trades and estimating business takes its work by email and tracks it in an Excel workbook. Skofi built a Make scenario that reads the shared inbox, checks the register and logs each new job once.
- runs in a month, no errors
- 34
- modules
- 8
- scenario, switched on
- 1
The organisation
The business estimates and delivers installation and trade work. Requests arrive in a shared Outlook inbox, and the team works from an Excel register of jobs in Microsoft 365.
The register was kept by hand, so it depended on someone copying every email across and checking first that it was not already there.
The account holds this one scenario, switched on since June 2026.
The outcome
34 runs between 18 September and 21 October 2026, all successful, using 160 credits.
One run on 25 September completed on Make's automatic retry.
Where it stops
The register is only as tidy as the duplicate check: a job emailed again with different details is logged again. The run figures cover one month of history.
Built with
- Make.com
- Microsoft 365 Email (Outlook)
- Microsoft 365 Excel
Page copy drafted with AI assistance. Skofi is accountable for it. Editorial policy
Run a business like this one?
The flows above are reusable. A short call is the fastest way to find out which of them fits yours.
What happens on the call
- 15 minutes, no deck
- We map the process on the call
- A written scope, or an honest no