Create Onfleet tasks from Spreadsheets

Create Onfleet tasks from Spreadsheets automates the task creation process by reading data from a spreadsheet and integrating it with Onfleet. This workflow streamlines logistics by efficiently converting spreadsheet entries into actionable delivery tasks, saving time and reducing manual errors.

7/8/2025
3 nodes
Simple
manualsimpleonfleetreadbinaryfilespreadsheetfilefilesstorage
Categories:
Manual TriggeredSimple Workflow
Integrations:
OnfleetReadBinaryFileSpreadsheetFile

Target Audience

  • Delivery Managers: Streamline task creation for deliveries in Onfleet.
    - Operations Teams: Automate the import of delivery tasks from spreadsheets, reducing manual entry.
    - Data Analysts: Easily convert spreadsheet data into actionable tasks for delivery services.
    - Small Business Owners: Simplify logistics management by integrating spreadsheets with delivery platforms.

    • Problem Solved

    This workflow automates the process of creating delivery tasks in Onfleet from data stored in spreadsheets. It eliminates the need for manual data entry, reducing human error and saving time, especially when dealing with large volumes of tasks. By leveraging spreadsheet data, businesses can efficiently manage their delivery logistics with minimal effort.

    Workflow Steps

  • Manual Trigger: The workflow starts with a manual trigger, allowing users to initiate the task creation process whenever needed.
    2. Read Binary File: The workflow reads a specified spreadsheet file containing delivery task information, such as addresses and recipient details.
    3. Spreadsheet File Processing: The data extracted from the binary file is processed to format it appropriately for Onfleet.
    4. Create Onfleet Tasks: The workflow then creates tasks in Onfleet using the processed data. It fills in task details such as addresses, recipient names, and notes based on the spreadsheet content.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying the File Path: Change the filePath in the Read Binary File node to point to a different spreadsheet location.
    - Adjusting Address Formatting: Update the address format in the Onfleet node to match the specific requirements of your delivery area.
    - Adding Additional Fields: Include more fields in the Onfleet task creation process if extra information is necessary, such as delivery time windows or special instructions.
    - Changing Recipient Information: Modify the recipient details fields to capture any additional data relevant to the delivery tasks.