・
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!
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!
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
[What is Yoom]
From here, we will introduce the flow of app integration using Yoom with images!
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.
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
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.
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.
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!
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
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!
This is a flow bot that uses AI to read information and notifies when data is stored using OCR.
■Overview
This is a flow that reads files stored in Google Drive using AI-OCR, stores them in a Google Sheets database, and notifies Google Chat.
You can add the contents of the files to the database quickly and accurately without manual input.
By adding a person in charge request in the middle, more reliable data addition is possible.
■Notes
・Please integrate Google Drive, Google Sheets, and Google Chat with Yoom.
・AI operations are functions (operations) available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set for the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
When resume data is submitted through the form, AI automatically reads the desired information, stores it in a Google Spreadsheet, and notifies Google Chat.
You can add the contents of the resume to the database quickly and accurately without manual input.
■Notes
・Please integrate Yoom with both Google Spreadsheet and Google Chat.
・Integration with Google Chat is only possible with Google Workspace. Please refer here for details.
・AI operations are features (operations) available only in the Team Plan and Success Plan.
・In the case of the Free Plan or Mini Plan, the operations of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This flow uses AI to perform OCR on receipt images uploaded via an input form, stores the data in a specified Google Spreadsheet, and sends notifications to Google Chat.
Files can also be uploaded from smartphones, allowing you to take a picture of a receipt with your smartphone and upload the file directly.
■Notes
・Please integrate Yoom with both Google Spreadsheet and Google Chat.
・Integration with Google Chat is only possible with Google Workspace.
・For more details, please refer to here.
・AI operations are features (operations) available only with the Team Plan and Success Plan.
・For Free Plan and Mini Plan, the operations set in the flow bot will result in an error, so please be aware.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial.
・During the free trial, you can use restricted apps and AI features (operations).
For example, it can be used for various purposes such as monthly invoice issuance processing and regular data backup processing.
■Overview
This is a flow that activates at the end of each month to send notifications to Google Chat.
This flow bot can perform various automated processes through the flow added after the branch on the right side.
For example, it can be used for various purposes such as monthly invoice processing, aggregation processing to Google Sheets, or regular data backup processing.
■Notes
・Integration with Google Chat and Yoom is required.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to here.
・Branching is a feature (operation) available with the Mini Plan or higher.
・In the case of the Free Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This flow automatically retrieves the product rankings of our company's listed categories daily and notifies them on Google Chat.
By using Yoom, you can easily achieve the above flow without the need for programming.
■Recommended for
1. Companies using Google Chat
・Those who want to quickly share information within the team using Google Chat
・Those who want to automatically receive daily ranking notifications to reduce manual checking tasks
■Benefits of using this template
By automatically retrieving and notifying the product rankings of our company's listed categories on Google Chat daily, you can keep up with the latest ranking information every day.
This enables the quick formulation of marketing strategies.
Additionally, as manual ranking checks are no longer necessary, work efficiency is improved.
As a result, resources can be allocated to other important tasks, enhancing overall productivity.
Furthermore, since the entire team can share the same information on Google Chat, information sharing is smooth, and collaboration among members is strengthened.
■Notes
・Please integrate Google Chat with Yoom.
・Operations involving browser manipulation are only available with the Success Plan. For Free Plan, Mini Plan, and Team Plan, operations set in the flow bot will result in errors, so please be cautious.
・Paid plans such as the Success Plan offer a two-week free trial. During the free trial, you can use operations that manipulate restricted apps and browsers.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
This is a flow that starts at a fixed date and time every month, where the person in charge enters their goals and notifies the content to Google Chat.
It is possible to combine automation and manual input by having the flow start automatically while allowing the person in charge to fill in the variable sections.
Movement when the flow bot is actually activated https://youtu.be/Y-9BXPTdaio
◼️Notes
・Please integrate Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
By notifying messages posted on Google Chat to another communication tool, it is expected to enhance team collaboration.
■Overview
This is a flow that notifies Slack of messages posted on Google Chat.
■Recommended for
1. Those who use multiple chat tools such as Google Chat and Slack for work
・Department heads using it for internal communication
・Sales assistants responsible for communication with client companies
2. Those who want to reduce manual input tasks
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Office managers interested in workflow automation
・Administrative staff managing data using digital tools
■Benefits of using this template
・Automatically sends message content, significantly improving operational efficiency by eliminating the need for manual input.
■Notes
・Please integrate both Google Chat and Slack with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the details here.
■Overview
This is a flow that notifies Microsoft Teams of messages posted on Google Chat.
■Recommended for
1. Teams using both Google Chat and Microsoft Teams
・For those who want to improve information sharing by automatically forwarding Google Chat messages to Microsoft Teams when different communication tools are used between departments or project teams.
・For those who want to notify specific posts from Google Chat spaces to specific channels in Microsoft Teams to prevent missing important information.
2. Those who want to consolidate and manage Google Chat information in Microsoft Teams
・For those who want to archive Google Chat messages in Microsoft Teams to make past interactions easier to search.
・For those who primarily use Microsoft Teams as their main communication tool and want to centrally manage notifications from Google Chat as well.
■Benefits of using this template
・It saves the trouble of switching communication tools, thereby improving work efficiency.
・By automatically forwarding Google Chat messages to Microsoft Teams, it facilitates smooth information sharing between different communication tools, enhancing communication efficiency.
■Notes
・Please integrate both Google Chat and LINE WORKS with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
By receiving notifications in a Google Chat space, it is expected that stakeholders will find it easier to keep track of the tasks created.
■Overview
This is a flow that notifies Google Chat when a new issue is added to Backlog.
By integrating Backlog and Google Chat, you can easily share issue details with team members and prevent any oversights in sharing or management.
■Notes
・Please integrate both Backlog and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for more details.
■Overview
This is a flow that notifies a Google Chat space when a new Thing is created in Bubble.
■Recommended for
1. Development Team
・Teams that want to share user registration status of applications developed with Bubble on Google Chat to understand development status and utilize it for bug reports.
・Teams that want to immediately notify team members of the creation of a new Thing to enable quick responses and improvements.
2. Customer Support Team
・Teams that manage inquiries from users of applications developed with Bubble on Google Chat.
・Teams that want to understand new user registrations to provide pre-prepared information and support.
・Teams that want to understand user attributes and usage to offer more personalized support.
3. Marketing Team
・Teams conducting promotional activities for applications developed with Bubble and evaluating effectiveness and considering improvements on Google Chat.
・Teams that want to understand the status of acquiring new users in real-time to improve marketing strategies.
■Benefits of Using This Template
・By receiving notifications in a Google Chat space simultaneously when a Thing is created in Bubble, team members can immediately understand the created Thing without missing notifications, improving the speed of information sharing and facilitating smooth team collaboration.
・Linking Bubble with Google Chat reduces the effort of information sharing, leading to improved work efficiency.
・You can freely customize the notification content and recipients in the Google Chat space, allowing flexible adaptation to your company's operations.
・It prevents errors associated with manually entering notifications into the Google Chat space.
■Notes
・Please link both Bubble and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
■Overview
This is a flow where a notification of the issue details is sent to Google Chat when a new issue is registered in Jira Software.
By integrating Jira Software with Google Chat, you can easily share issue details with team members, preventing any oversights in sharing or management.
Feel free to modify the content registered in Jira Software as needed.
■Notes
・Please integrate both Jira Software and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to here.
This is a flow bot that retrieves information from Google Sheets and adds events to a calendar app.
■Overview
The workflow "Retrieve information from Google Sheets at a specified date and time and create an event in Google Calendar" reduces the effort of manual work.
This allows you to allocate the time previously spent on administrative tasks to other duties, thereby improving productivity.
■Recommended for
■Benefits of using this template
The benefit of using this flow is that it automatically links information between Google Sheets and Google Calendar, making schedule management and adjustments smoother.
Since there is no need to manually check Google Sheets information and reflect it in the calendar, work efficiency is improved.
Additionally, automatically reflecting Google Sheets information in the calendar prevents omissions and overlaps in scheduling.
It also makes sharing with other members within the company easier, thereby strengthening the overall team collaboration.
■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 updates from being missed.
■Recommended for
■Benefits of using this template
By linking Google Sheets and Google Calendar, you can quickly reflect data changes.
This allows for rapid schedule adjustments, making event management smoother.
Additionally, since updating Google Sheets automatically syncs with the calendar, it eliminates the need for manual double entry.
This reduces time and effort, allowing you to work more efficiently.
Furthermore, it reduces the risk of manual input errors, ensuring accurate information management.
◼️ Overview
This is a flow where, when an interview appointment is made in Gmail, the information is added to Google Sheets and the schedule is entered into Google Calendar.
You can automatically add appointments to prevent any omissions.
You can visualize who you have interviewed with in Google Sheets.
◼️ Notes
・Please integrate Gmail, Google Sheets, and Google Calendar with Yoom.
・AI operations are only available with the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
・During the free trial, you can use restricted apps and AI features (operations).
When an event is registered, the registration information can be automatically added to Google Sheets, which should help streamline manual tasks.
■Overview
This is a flow that notifies Microsoft Teams when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers managing tasks with shared sheets
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information-sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Google Sheets is a tool that can be used to facilitate information sharing within a team.
Additionally, using Microsoft Teams allows for smooth communication within the team.
However, manually notifying updates in Google Sheets hinders real-time information sharing.
This flow is effective for those who want to know updates in Google Sheets immediately.
It sends notifications to Microsoft Teams right after updates in Google Sheets, eliminating time lags in information sharing.
Moreover, it allows notifications to include quoted update details, maintaining the accuracy of shared information.
■Notes
・Please integrate Google Sheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that sends notifications to Discord when a row is updated in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Office staff who accumulate information in Google Sheets
・General affairs personnel who use Google Sheets for collaborative editing
2. People who use Discord as their main communication tool
・Those who utilize Discord as a communication tool in their daily work
・Those who use Discord as a means of information sharing
■Benefits of using this template
When collaboratively editing Google Sheets, multiple people may edit a single row, causing issues.
However, sending notifications to communication tools every time information is updated can decrease work efficiency and productivity.
This template is suitable for those who want to automate notifications to communication tools manually.
This template automatically sends notifications to Discord every time Google Sheets is updated, allowing work to proceed without a decrease in productivity.
By automatically sending notifications to Discord, you can quickly grasp update information, ensuring transparency while collaboratively editing Google Sheets.
■Notes
・Please link both Google Sheets and Discord with Yoom.
■Overview
This is a flow that notifies Slack when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage tasks using shared sheets within the department
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Team members responsible for creating channels for each project to share information
■Benefits of using this template
Google Spreadsheets allow multiple people to edit a sheet simultaneously, making it an effective tool for smooth business operations.
By using Slack in conjunction, you can improve the accuracy of information within the team.
However, manually notifying each row update increases the risk of human error.
This flow is effective for those who want notifications every time Google Spreadsheet data is updated.
When information is updated in Google Spreadsheets, it automatically sends a notification to Slack based on the updated content, preventing errors from manual input.
Additionally, it allows for quick information sharing within the team by notifying immediately after an update.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
This is a flow bot that automatically creates a folder by integrating with a storage service.
■Overview
This is a flow that creates a folder in Box when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who find manual management cumbersome due to frequent data updates and additions
・Those who want to manage data efficiently
2. Those who use Box as a cloud storage service
・Those who want to automate the process of uploading data to Box
・Those who want to save time organizing folders in Box due to complex folder management
■Benefits of using this template
By utilizing this template, a folder is automatically created in Box when a row is added in Google Sheets.
This provides several benefits.
Firstly, it improves work efficiency. By eliminating the need to manually create folders, you can allocate that time to other important tasks.
Next, it enables centralized information management. With folders automatically created in Box, necessary information is consolidated in one place, making access easier.
Additionally, it reduces the risk of human error. Manual folder creation can lead to mistakes such as incorrect folder names or missing folders, but automation helps avoid such risks.
■Notes
・Please connect both Google Sheets and Box with Yoom.
・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a folder in Dropbox when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who use Google Sheets and want to automate file management in line with data updates
・Those who want to avoid the hassle of manually creating folders every time a new row is added
2. Companies or teams that manage files using Dropbox
・Those who use Dropbox but find folder creation and organization too time-consuming
・Those who often encounter omissions or errors when creating folders manually and want to solve this through automation
■Benefits of using this template
By using a flow that automatically creates a folder in Dropbox when a row is added in Google Sheets, you can streamline your busy daily tasks.
This automation eliminates the need to manually create folders, allowing you to focus on important tasks.
Additionally, maintaining a consistent folder structure makes data management easier and improves searchability.
This enhances productivity and achieves overall process efficiency.
■Notes
・Please connect both Google Sheets and Dropbox with Yoom.
・You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・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.
Here are two benefits of integrating Google Chat with Google Sheets.
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.
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.
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!
