Summarize Email with Gemini and Add to Google Sheets

If you manage inquiries via email, this flow can help you quickly summarize the email content using Gemini and automatically add it to Google Sheets. It helps to keep everything organized in one place :)

🚀 Let's Create a Flow to Automatically Summarize & Add Form Responses to Google Sheets

Let's walk through <span class="mark-yellow">how to set up a flow that automatically summarizes form responses with Gemini and adds the summary to Google Sheets</span>.

⏱️ Setup time: 10 minutes

🔧 What You’ll Need

• A free Yoom account
• Access to Gemini & Google Sheets

If you don’t have a Yoom account yet, register now from this registration form!

Step 1: Register Gemini and Google Sheets in Yoom

Let’s start with connecting these apps first!

Connect Gemini

After logging into Yoom, go to "My Apps" from the left side menu, and click the "+ Add" button.

Search for Gemini from the app list and select it.

Enter the account name. Use a name that's easy to recognize, such as your company name or the person responsible for the account.

For the access token, go to the Gemini API acquisition page.

Click on the "Create API key" button. Then, select to create an API key for your existing project or new project.

Your new API key will appear. Copy it.

Return to Yoom, paste it into the Access Token field, and click “Add”.
Now, Gemini is connected :)

Connect Google Sheets

⚠️ Before linking, make sure to create a Google Sheets file you will use to store the generated summaries. If you create a file after linking, the integration may not work properly.

Same as before, click the "+ Add" button.

Search for Google Sheets from the app list and select it.

Click on "Sign in with Google".

Select the account you want to connect to.

Click "Continue".

Click "Continue".

Now, your Google Sheets is connected with Yoom :)

Step 2: Copy the Template

Click the "Try It" button to copy the pre-built template into your project.

Click "Try this template".

Click "OK" and give the Flowbot a name to recognize.

This template will be copied to your “My Project”.

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Step 3: Set Up Form Trigger

Let's start by setting up the form trigger. Click on the trigger action labeled "Form".

The form must include at least one question item, while other items can be added optionally.
Below is an example of how we’ve set it up.

Enter the form title in the "Form" field. If needed, click on "Add Form Description" to include an optional description.

📚 References: For more details on how to set up a form trigger, you can refer to the full guide here.

Click "Add" to add more question items. Make sure to add the questions you want to add to Google Sheets later.

Set a sample response for retrieved values. Normally, form responses are automatically reflected here, but for testing the entire flow, manually set a test value. These values will be used in the subsequent actions.

Once set, save.

Step 4: Generate Content with Gemini

Next, click "Generate Content".

Change the title (optional) for the action. Confirm the pre-configured settings and click “Next”.

Select the Gemini model you want to use.
Enter "System Instruction" based on the example input provided below.

Enter "Prompt" based on the provided example settings below.

Select the "retrieved values" from the form response in the previous step. By setting it as shown below, you can automatically share the form response data to Gemini.

To set the text you want to summarize, select “Questions” from the form trigger retrieved value.

📚 Reference: For more details on retrieved values and how to set it up, see the guide here.

Once the setting is complete, click "Test". The retrieved value will get updated.

Click “Save” when you're done.

Step 5: Add Record to Google Sheets

Click "Add Record".

The title can be changed (optional). Check the pre-configured settings, and click “Next”.

Select the spreadsheet ID (where you want to add a record) from the displayed options.

Specify the Worksheet Tab Name and Table Range. Then click “Next”.

📚 Reference: For more details on table range settings, check this guide. 

Then, add the inquiry form data to each corresponding item in Google Sheets. For this example, we’ve created fields for company name, contact person name, and email address. Select the appropriate values from the inquiry-retrieved values.

Make sure to configure the settings according to the structure of the sheet you’ve created!

Set the "Generated Content" from Gemini’s action to the inquiry content field.

Once everything is set, click “Test”. If a new record gets added to Google Sheets, save it.

Step 6: Activate the Flowbot

Toggle the "Trigger On" button to activate your flow! Check if the Flowbot you set up is working properly.

That's it! Your Flowbot is ready :)

💡 Other Automation Examples Using Gemini and Google Sheets

You can try out <span class="mark-yellow">more automations by utilizing Gemini and Google Sheets with Yoom</span>. Here are some more examples you can explore for your next automation!

Automation Examples Using Gemini

You can analyze the content of chat tool posts or summarize meeting information registered in a database.

Automation Examples Using Google Sheets

Connect with chat tools or storage app When something is added to Google Sheets, it is possible to notify a chat tool or create a folder.

📖 Summary

By integrating Gemini and GoogleSheets, you can easily automate tasks like summarizing content, generating responses, and organizing data with ease. This powerful integration can help reduce manual work and improve your workflow efficiency. In this guide, we focused on summarizing form responses with Gemini and adding the summary directly to Google Sheets, which <span class="mark-yellow">eliminates the need for manual data entry and ensures consistency.</span>

Best of all, no specialized knowledge is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!

👉 Create your free Yoom account now