How to integrate Google Chat with Google Docs to add content posted in a specific room on Google Chat to Google Docs

Organizing and sharing information is an essential element in advancing work and projects.
Have you ever thought it would be convenient if chat tools and documents could efficiently collaborate?
For example, if there was a system to automatically add conversations and shared content from Google Chat to Google Docs, it would significantly reduce the hassle of information management.
In this article, we will explain how to automatically add content posted in a specific room in Google Chat to Google Docs.
This will make organizing and sharing information smoother, and it is expected to improve the productivity of the entire team.
We will also introduce a method that can be easily set up without coding, so please refer to it.

Recommended for

・Those who want to streamline information sharing by linking Google Chat and Google Docs
・Those who want to manage tasks and check progress more efficiently
・Those who want to automate the recording of meetings and discussions

Benefits and Examples of Integrating Google Chat and Google Docs

1. Smooth Information Sharing

By automatically recording information and discussions from Google Chat into Google Docs, the entire team can quickly grasp progress.
This makes it easier for each member to understand their tasks and the status of other members, preventing information gaps and misunderstandings.
Additionally, when searching for past discussion content, it can be easily found within Google Docs, reducing wasted time.

2. Efficient Task Management

Every time you receive a message about a task in Google Chat, you can add its content to Google Docs.
This allows tasks to be organized individually, enabling progress checks and preventing task duplication or omissions.
This is especially beneficial when managing multiple projects simultaneously, as it allows for effective tracking of work progress.

3. Centralized Information Management

When different teams or departments use Google Chat to exchange information, integrating that content into Google Docs achieves centralized information management.
All conversations related to a specific project or theme can be consolidated into a single document, allowing for quick reference of past conversations and decisions using the search function.
This prevents information loss and ensures smooth project progression.

From here, we will proceed with the setup using Yoom's template 【Add content posted in a specific room in Google Chat to Google Docs】 integration flow.

[What is Yoom]

The steps for this integration flow are broadly as follows:

・Integrate Google Chat and Google Docs with My Apps
・Copy the template
・Set triggers and actions
・Finally, confirm that the trigger is activated

Preparation
1) First, access the official Yoom website and create an account.
Yoom Account Issuance Page
If you already have an account, please log in directly.
2) The flow to be used adds information from Google Chat to Google Docs.
‍ You need to create a Google Doc corresponding to the information in Google Chat in advance.
Please prepare in advance.

How to Create an Integration Flow between Google Chat and Google Docs

Step 1: Integrate Google Chat and Google Docs with My Apps

1) After logging into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed, and search for the two apps "Google Chat" and "Google Docs" one by one from the search window at the top.

Once you have selected Google Chat, log in with your Google account.
Similarly, select Google Docs and log in with your Google account.

3) Once registration is complete, icons will be displayed in My Apps.
Make sure the icons of the registered apps are displayed.

Step 2: Copy the Template

Click on this banner.

1) Click the "Try this template" icon.

2) A display like the one below will appear, click "OK".

If it is displayed as shown below, the copy has been made.

Titles and details can be edited by clicking, so please change them as needed.
Click the icons with "!" displayed on the right in order from the top to set the operations.
Also, the template is saved in My Projects.
Therefore, the copied template can also be opened from My Projects.

Step 3: Set the Trigger‍

Click "App Trigger When a message is sent to a space".

Step 4: Set Google Chat Action

1) Select the action "When a message is sent to a space" and click "Next".

2) Enter the required fields.
The trigger interval varies depending on the contract plan, so please check the details of each plan.
Refer to this for details of each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
Once selection is complete, click "Test" and after a successful test, click "Save".

Step 5: Set Google Docs Action

1) Return to the flow and click the "Integrate with App Add text to the end" icon.

2) Select the action "Add text to the end" and click "Next".

3) Please enter the required fields.

If the app is integrated, you can use Google Chat output information for input.

Select from the suggestions as needed for the text to be added, such as message content, and click "Save" once input is complete.

This completes the flow of [Adding content posted in a specific room in Google Chat to Google Docs].

Step 6: Test and Verify

Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and check the operation.

‍

Here is the template used this time

Other Automation Examples Using Google Chat and Google Docs

Yoom has many examples of automation using Google Chat and Google Docs, so here are a few introductions.

1. Generate a PDF from a Google Docs employment contract template using form input and notify via Google Chat
This template allows you to automatically edit an employment contract template prepared in Google Docs based on data collected from a form, generate a PDF, and send a notification to a Google Chat channel.
For example, you can obtain employee information from a form, automatically edit the employment contract template prepared in Google Docs to generate a PDF, and post it to the HR department channel.
This can significantly improve the efficiency of the HR department by reducing manual work and preventing errors.
Additionally, it enables quick and accurate contract issuance, which can enhance trust with employees.

2. Add content posted in a specific Slack room to Google Docs
This template automatically adds information and reports posted on Slack to Google Docs.
For example, the content of posts such as sales team meetings is quickly reflected in the document, which improves information sharing, reduces the risk of missing important information, and is expected to reduce the preparation time for weekly meetings.
Additionally, with centralized management of history, it becomes easier to search and analyze later, which can improve the overall productivity of the sales team.

3. Extract information from Google Docs notes using AI and create documents in Google Sheets
This template allows you to extract necessary information from notes written in Google Docs using AI and automatically organize and record it in Google Sheets.
For example, by extracting items such as person in charge and deadlines from project meeting minutes and recording them in a spreadsheet, you can expect improved progress management and task efficiency.
Furthermore, it prevents transcription errors from manual entry, while also facilitating smooth data analysis and sharing, leading to improved operational efficiency for the entire team.

Summary

In this article, we explained the procedure to automatically add content posted in a specific Google Chat room to Google Docs.
By integrating Google Chat and Google Docs, you can ensure that important conversations and information are recorded and shared smoothly across the team.
This can improve the efficiency of organizing and sharing information, enhancing transparency in operations.
Additionally, by using a no-code tool called Yoom to set up the integration, you can achieve automation without needing special programming skills.
Please take this opportunity to try automating your work using Google Chat and Google Docs.