How to extract information from Google Docs using AI and create documents in Google Sheets

When using Google Docs to jot down notes or draft documents, it’s incredibly convenient thanks to its ease of input and online storage

However, reformatting that content to match a specific template in Google Sheets can be time-consuming.
For regularly created documents—like daily reports, project updates, or meeting minutes—being able to automatically generate them from notes can eliminate the need for manual copy-pasting.

In this article, we’ll introduce a method to automatically extract key information from notes written in Google Docs using AI and create documents formatted to fit a Google Sheets template.
By connecting your apps through the automation tool Yoom, you can streamline the creation of standardized documents and save valuable time.

Recommended for

Those looking to improve workflow efficiency using Google Docs and Google Sheets
Anyone who creates documents in Google Sheets based on content from Google Docs
Those aiming to standardize their work processes by integrating Google Docs and Google Sheets

For those who want to try it right away

This article features a simple integration using the no-code tool Yoom.
No complex setup or technical knowledge is needed—even non-engineers can do it with ease.

You can start right now using the template linked below—so give it a try and see the benefits for yourself!

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How to Create a Workflow to Link Google Docs and Google Sheets

Now, let's set up the integration between Google Docs and Google Sheets and automate your workflow.
Using a template, we’ll walk through how to create a workflow that extracts information from a memo in Google Docs using AI and generates a document in Google Sheets.

Note: This workflow also requires integration with Google Drive, where the Google Docs file is stored.

Before You Start

Prepare a document template in Google Sheets.
For instructions on how to create the template, please refer to the “Preparing the Template Document” section of [this article].
The image below shows an example.

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2. Prepare a memo file in Google Docs that maps items to the template document.

The image below shows part of an example.
Headings are used to make it easier to extract data.

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3. Log in to Yoom.

Step 1: Connect your Google Docs, Google Sheets, and Google Drive accounts to "My Apps"

If you've already connected your apps, please proceed to Step 2.

From the left-hand menu, select "My Apps" and click "+ New Connection" on the right side of the screen.
From the list of available apps, select Google Docs, Google Sheets, and Google Drive one by one, and connect each app.

Next, you’ll copy a template to your My Projects section and begin creating your Flowbot.
Please copy the Flowbot template from the link below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

Step 2: Setting up a trigger to activate when a specific file in Google Drive is updated

1. Open the copied template.
　※ You can change the title to any of your choice from the red-framed part in the image below.

2. Click on the Flowbot's "App Trigger: When a specific file is created or updated".

3. Select the linked account and action.
　Change the title if necessary and click "Next".

4. Set up the API connection for the app trigger.
　Select and enter the trigger activation interval, folder ID, and file name.
　※ The activation interval varies depending on the plan. Reference: List of feature restrictions and usage limits for each plan

5. If the test is successful, click "Save".

Step 3: Setting up an action to retrieve content from Google Docs

1. Click on the Flowbot's "Integrate with App: Retrieve Document Content".

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Set up the API connection.
　Enter the document ID and click "Test".

4. If the test is successful, click "Save".

Step 4: Setting up an action to extract specific data from the content of Google Docs

1. Click on the Flowbot's "Extract Data from Text: Extract Data from Text".

2. The action selection screen will be displayed.
　Change the title if necessary and click "Next".

3. Set up the details.
　・Target text: Use the output from Step 3.
　・Items to extract: Enter the common item names corresponding to the Google Docs template in the Google Spreadsheet, separated by commas.
　※ The image below is an example of input.

　※ The image below is an example of output reference.

4. If the test is successful, click "Save".

Step 5: Setting up an action to create a document using a Google Spreadsheet template

1. Click on the Flowbot's "Integrate with App: Publish Document".

2. Set up the document integration.
　・Title: Can be changed if necessary.
　・Template document integration: Enter or select the ID of the created template file.
　・Published document: Set the folder ID and output file name for the contract document to be published. You can use date variables and output information obtained in Step 3 for the output file name.

　※ The image below is an example of date variables and output reference.

3. Click "Next".

4. Set up the replacement conditions.
　Refer to the setup instructions and use the output information obtained in Step 3 to configure each item.
　※ If the template has not been created yet, please check the "Prepare Template Document" section in this article.

　※ The image below is an example of output reference.

5. If the test is successful, click "Save".
　※ The image below is an example of a PDF file created in this flow.

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of "Extracting information with AI from Google Docs memo content and creating documents in Google Spreadsheet".

Since files are also created simultaneously in Google Spreadsheet, please use it if data processing or modification is necessary.

Other Automation Examples Using Google Docs and Google Sheets

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Google Docs and Google Sheets.

If you find something interesting, please give it a try!

Automation Examples Integrating Google Docs and Google Sheets

When customer information is added to Google Sheets, you can create a document for meeting minutes in Google Docs, or retrieve data from Google Sheets at a specified time, create a PDF using Google Docs, and send it via Gmail.
Furthermore, it is possible to retrieve contract information from Google Sheets, translate it with DeepL, issue and send a contract using Google Docs, and save it to OneDrive.

Example of Automation Using Google Docs

Add the content of a message sent in a chat tool to Google Docs

Automatically summarize content sent to Google Chat or Slack using AI and add it to Google Docs.

Create and send contracts from Google Docs using form and database information

Based on responses from Google Forms or information from Notion, contracts are created in Google Docs and automatically sent via services like DocuSign.

Extract information received by email with AI and add it to Google Docs

Automatically extract information received in Gmail or Outlook with AI and add it to Google Docs.

Automation Example Using Google Sheets

Notify Chat Tools When a Row is Added in Google Sheets

Automatically notify Slack, Discord, etc., when a row is added in Google Sheets.

Add the content registered in the database to Google Sheets

Automatically add the content registered in Airtable, Salesforce, etc., to Google Sheets.

Register Survey Results Received by Email into Google Sheets

Automatically register survey results received via Gmail or Outlook into Google Sheets.

Benefits of Integrating Google Docs and Google Sheets

Benefit 1: Improved Work Efficiency through Automation

By reducing manual document creation through integration, personnel can focus on important tasks such as devising sales strategies and conducting business negotiations. Additionally, documents that require frequent updates, such as daily reports and project progress reports, can be created promptly, allowing team leaders and project managers to smoothly verify data. This enables faster task allocation and project schedule adjustments.

Benefit 2: Enhanced Scalability

Automating the creation of standard documents allows the same process to be applied even as operations expand. For instance, if new projects suddenly increase or if project reporting frequency rises due to customer demands, the increased workload on personnel can be minimized. This helps prevent a decline in work quality as the team or business grows.

Conclusion

We introduced a method to integrate Google Docs and Google Sheets using Yoom, extracting information from notes to automatically create documents. By eliminating the manual work of extracting and transcribing information, document creation and related tasks can proceed smoothly. Once the automated document creation process is established, it can flexibly adapt to sudden increases in workload due to new projects. Take this opportunity to try integration with Yoom.