Automation
Excel to Wrike Project & Task Automation (Zapier)
Zapier Automation Specialist (Project Management)
Business summary
Operations automation • Remove manual work and increase operational reliability
- Eliminated repetitive manual steps across the workflow
- Faster response time and fewer missed handoffs
- Error handling and edge-case coverage to reduce operational risk
What I built
Automated project and task creation in Wrike directly from Microsoft Excel using Zapier. Whenever a row is created or updated in Excel, a multi-step Zap with conditional Paths reads the data and builds the full Wrike structure - creating the project/folder, then generating tasks and subtasks (content, design, wireframes, layout, copy) with the right assignees, statuses and due dates. Branching logic handles different project types and only fires the steps each row needs. The result replaces manual project setup with one spreadsheet that spins up complete Wrike projects automatically.
Tech stack
ZapierWrikeMicrosoft ExcelConditional LogicProject AutomationPaths by ZapierMulti-Step ZapsTask AutomationSubtask GenerationWorkflow Automation