Have you ever wanted to look back at past conversations in a chat tool, but found it time-consuming to search through past chat history or couldn't find the information you needed? Especially for handling inquiries, it would be beneficial to automatically accumulate the content posted in chats into a Google Spreadsheet as internal knowledge. In this article, we will introduce a method to automatically transfer the content posted in Google Chat to Google Spreadsheets!
Recommended for
Those considering improving work efficiency with Google Chat and Google Spreadsheets
Those managing inquiries using Google Chat and Google Spreadsheets
Those utilizing Google Chat and Google Spreadsheets for customer management
For those who want to try it immediately
In this article, we will introduce a method using the no-code tool "Yoom" for integration. No complicated settings or operations are required, and even non-engineers can easily achieve this. You can start immediately using the template below, so please give it a try!
Add content posted in a specific room on Google Chat to a Google Spreadsheet
How to Create a Workflow Integrating Google Chat and Google Sheets
From here, we will introduce the flow of app integration using Yoom with images!
① My App Integration
After logging into Yoom, select "My Apps" from the left menu.
After the screen transition, please click "+ Add".
Enter the name of the app you want to integrate in the search box, and follow the on-screen instructions to log in or sign in to complete the integration. This time, we will register "Google Chat" and "Google Sheets". Once registration is complete, icons will appear in the list of My Apps.
② Copy an Existing Template
Add content posted in a specific room on Google Chat to a Google Spreadsheet
This completes the template copy. A popup will appear, so press OK. From here, proceed with the settings mainly on the "!" part on the screen as guided.
③ Setting the Trigger
First, select "When a message is sent to the space" and check the settings.
Enter the account information to be linked and press "Next".
Then, you will transition to the following screen, so please read the precautions carefully and proceed with the settings.
Scroll down to find the output section.
This output can be used in the subsequent Google Sheets settings, but it will not be used in this explanation.
Press "Save" to return to the initial screen.
④ Setting the Integration App
The middle flow "Extract Data from Text" is already set, so skip it.
For the settings of "Data Extraction (2 Tasks)" using AI, please check this page.
Next, select "Add Record" and enter the account information to be linked.
Scroll down to find the "Database Integration" section, and enter the information referring to the notes below the input field.
Press "Next" to transition to the following screen, and enter all the information referring to the input example in the image. * You can use the output by clicking on the input field.
In the detailed settings, you can set errors and intervals. Set them as needed. If there are no issues, press "Save" to return to the initial screen.
Then, the following popup will appear, so press "Turn on Trigger".
If the trigger ON at the top of the initial screen looks like the image, it's OK!
This completes the setup for "Add content posted to a specific room in Google Chat to Google Sheets".
Good job!
Add content posted in a specific room on Google Chat to a Google Spreadsheet
Examples of Other Automations Using Google Chat and Google Sheets
There are many examples of automation using Google Chat and Google Sheets available on Yoom, so here are a few introductions. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Examples of Automation Using Google Chat and Google Sheets
Integrate with AI tools to notify chat tools of data reading and storage
This is a flow bot that uses AI to read information and notifies when data is stored using OCR.
Read files stored in Google Drive using OCR, verify the content, store it in a Google Sheets database, and notify via Google Chat.
This flow automatically reads desired information from resume data submitted via a form using AI, stores it in Google Sheets, and notifies Google Chat.
This is a flow that uses AI to read receipt images uploaded to the input form with OCR, store them in a specified Google Spreadsheet, and notify Google Chat.
The system is activated at a fixed date and time each month, allowing the person in charge to enter their goals, which are then notified in Google Chat.
This is a flow that launches at a specified date and time every month, has the person in charge enter the goals, and notifies the content to Google Chat.
■Overview The workflow "Retrieve information from Google Spreadsheet at a specified date and time and create an event in Google Calendar" reduces manual effort. Time previously spent on administrative tasks can be allocated to other tasks, enhancing productivity.
■Recommended for - Those who manage information using Google Spreadsheet - Those who want to quickly utilize Google Spreadsheet data - Those who find manual data entry tedious and time-consuming - Those who use Google Calendar for schedule management - Those who want to quickly reflect regularly occurring events in Google Calendar - Those aiming to improve work efficiency through automation - Teams that wish to smoothly share information and effectively manage schedules
■Caution - Please link both Google Spreadsheet and Google Calendar with Yoom.
■Overview The workflow "Automatically update Google Calendar events when Google Sheets records are updated" streamlines the process of updating events. Automation will help prevent any missed updates.
■Recommended for ・Those who manage data using Google Sheets ・Those who use Google Calendar for schedule management but find it cumbersome to manually adjust events based on Google Sheets updates ・Those who want to quickly reflect schedules based on Google Sheets content ・Those who handle multiple projects and want to update events quickly
■Notes ・Please link both Google Sheets and Google Calendar with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
Benefits of Integrating Google Chat with Google Sheets
Here are two benefits of integrating Google Chat with Google Sheets.
Benefit 1: Data Analysis and Visualization
By setting up Google Chat to add posts from specific rooms to Google Sheets, data analysis and visualization become easier. For example, if a sales team shares daily activity reports on Google Chat, the content can be automatically aggregated into Google Sheets, allowing centralized data management.
Based on this data, you can use Google Sheets' pivot tables and chart features to visually analyze each sales representative's performance or understand sales trends, enabling quick feedback and guidance. The ability to visualize data makes it easier to create specific action plans, which is a key advantage of this integration.
Benefit 2: Improved Work Efficiency
For example, in project management, you can set it up so that when members report progress or task completion in Google Chat, the information is automatically reflected in Google Sheets.
This allows managers to quickly grasp project progress and prevent missed or delayed progress reports. Additionally, centralizing information reduces redundant work and verification tasks among members, leading to improved overall work efficiency.
Conclusion
This article explained, with images, how to automatically add content posted in specific rooms to Google Sheets by integrating Google Chat with Google Sheets. This integration allows for centralized management of sales team activity reports and project progress, as data is automatically aggregated. Furthermore, the collected data can be used for analysis and visualization, making performance reviews and feedback more efficient. By using Yoom, you can easily integrate apps without any coding, enabling anyone to effortlessly automate their tasks.
Use this article as a reference and try integrating Google Chat with Google Sheets!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have four years of experience as a supervisor in the BPO division of a publicly listed company and approximately three and a half years in editing and writing media articles. Due to the nature of my work, which involves handling outsourced tasks from other companies, I have had the opportunity to use a wide variety of applications. I still remember the moment I discovered Yoom while struggling to improve work efficiency, and how impressed I was by its ability to easily integrate different applications and create automated workflows. By leveraging my experience in media article creation, I am eager to clearly convey the appeal of Yoom and assist you in enhancing your work efficiency.
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