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For documents you create regularly, like daily reports, project updates, or meeting minutes, automating the creation from your notes can save you time.
In this article, we’ll show you how to automatically extract key information from Google Docs using AI, and create formatted documents in Google Sheets. By connecting Google Docs and Google Sheets with Yoom’s automation tool, you can streamline your document creation process and save valuable time.
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In this guide, you'll learn the step-by-step process of how to use Yoom to connect Zoom and Slack create a Flowbot that uses AI to extract data from Google Docs and generate a document in Google Sheets.
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
■Overview
This is a flow that extracts information from Google Docs notes using AI and creates documents in Google Sheets.
■Recommended for
1. Those who use Google Docs for work
・Those who use Google Docs for work or meeting notes
2. Those who create documents in Google Sheets
・Those who create necessary documents for work in Google Sheets
■Benefits of using this template
The advantage of Google Docs is that it can be used for creating online notes and meeting minutes.
However, if you are creating documents in Google Sheets based on the content of Google Docs, you might find it cumbersome to create documents according to a template.
This template automatically retrieves the template items in Google Sheets based on the content of Google Docs and creates documents.
It eliminates the hassle of manual document creation, thus improving work efficiency.
■Notes
・Please integrate Google Drive, Google Docs, and Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in 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 features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
Let's walk through how to set up a flow that automatically extracts text from Google Docs using AI and generates a document in Google Sheets for easy organization.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: Data extraction used in this Flowbot is only available in Yoom's certain plans. If you're using the Free or Plus plan, the Flowbot may face errors due to limited access. But don't worry - all plans have a 2-week free trial! You can try all features without restrictions. For more details on Yoom and its plans, visit our Yoom Help Center.
1. Create a document template in Google Sheets
For step-by-step instructions on creating the template, refer to the “Preparing the Template Document” section in this article. The image below provides an example.
2. Create a memo file in Google Docs that links items to the template document
The image below shows an example. Headings are used to simplify the data extraction process.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
☝️ Tip: To test the flow settings, you'll need to prepare a Google Sheet database in advance. While the content entered can be temporary, it’s important to create the necessary columns and fields in the sheet to ensure that the data can be properly processed.
Search for "Google Sheets" from the app list and select it.
Log in using your Google account to link with Yoom.
Since Google Sheets, Google Docs, and Google Drive are all part of the Google ecosystem, they can be integrated using the same procedure. Therefore, you can follow the same steps to integrate Google Docs and Google Drive as well.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This is a flow that extracts information from Google Docs notes using AI and creates documents in Google Sheets.
■Recommended for
1. Those who use Google Docs for work
・Those who use Google Docs for work or meeting notes
2. Those who create documents in Google Sheets
・Those who create necessary documents for work in Google Sheets
■Benefits of using this template
The advantage of Google Docs is that it can be used for creating online notes and meeting minutes.
However, if you are creating documents in Google Sheets based on the content of Google Docs, you might find it cumbersome to create documents according to a template.
This template automatically retrieves the template items in Google Sheets based on the content of Google Docs and creates documents.
It eliminates the hassle of manual document creation, thus improving work efficiency.
■Notes
・Please integrate Google Drive, Google Docs, and Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in 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 features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
Click on the trigger action with the Google Drive icon.
The next screen is pre-configured. You can change the title if you want.
Set your trigger interval (how often you want Yoom to check Google Drive for new updates).
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then specify the Folder ID. This is where you specify which Folder you want Yoom to check.
Once set, click “Test”.
If the test succeeds, the retrieved value will be updated. Check if it's correct, and click “Save”.
Click on the action with the Google Docs icon.
The next screen is pre-configured. You can change the title if you want.
Specify the Document ID from the retrieved value of the previous action.
📚 References: For more details on how to set up “Extract Text from Images/PDFs” action, you can refer to the full guide here.
Conduct a test.
If the test is successful, then click "Save".
Click on the action labeled “Extract Data from Text”.
The title and action are pre-configured. You can change them if needed.
Once selected, click “Next”.
Let’s set up the details.
Target text:
Item to Extract:
Conduct a test. If the test is successful, the retrieved value will be updated.
Then, click "Save".
Click on the action with the Google Sheets icon.
The next screen is pre-configured. You can change the title if you want.
Then let’s set up the details.
Template Document Settings:
Storage Folder
Once the setup is done, click “Next”.
👇 The image below shows an example of how the retrieved values are used for this example.
Now let’s set up the replacement conditions.
Follow the instructions and use the retrieved values from Step 5 to configure each item.
☝️ Note: If you haven’t created the template yet, refer to this article to learn more.
👇 The image below shows an example of how the retrieved values are used for this example.
Conduct a test. The image below shows an example of a PDF file generated in this flow.
If the test is successful, then click "Save".
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
■Overview
This is a flow that extracts information from Google Docs notes using AI and creates documents in Google Sheets.
■Recommended for
1. Those who use Google Docs for work
・Those who use Google Docs for work or meeting notes
2. Those who create documents in Google Sheets
・Those who create necessary documents for work in Google Sheets
■Benefits of using this template
The advantage of Google Docs is that it can be used for creating online notes and meeting minutes.
However, if you are creating documents in Google Sheets based on the content of Google Docs, you might find it cumbersome to create documents according to a template.
This template automatically retrieves the template items in Google Sheets based on the content of Google Docs and creates documents.
It eliminates the hassle of manual document creation, thus improving work efficiency.
■Notes
・Please integrate Google Drive, Google Docs, and Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in 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 features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
By using Google Sheets, Google Docs, and AI features, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
■Overview
This flow retrieves contract information from Google Sheets, translates it using DeepL, issues and sends the contract, and saves it to OneDrive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, you can retrieve contract information from Google Sheets for partners that require updates on a specified schedule, translate it with DeepL, issue and send the contract via email, and upload the file to OneDrive.
It is useful for those who have numerous contracts with overseas partners and struggle to keep track of updates, or who want to streamline tasks such as translation, contract issuance, sending, and storage.
Automation enables the reduction of work time for staff and the standardization of the contract management workflow.
■Overview
This flow retrieves data from a Google Spreadsheet at a specified date and time, converts it to a PDF, and sends it via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
With this flow, you can automatically send a PDF file via Gmail, based on aggregated data from Google Spreadsheets and a template from Google Docs, according to a specified schedule.
This eliminates the need for manual data transcription, file conversion, and email sending, reducing the burden on the responsible personnel.
Additionally, by reducing human errors such as input mistakes and missed sends, you can send highly accurate data in a consistent format.
You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.
■Overview
This is a flow where a document for meeting minutes is created in Google Docs when customer information is added to a Google Spreadsheet.
■Recommended for
1. Those who manage information using Google Spreadsheets
・Sales representatives managing customer information
・Those who utilize Google Spreadsheets for schedule management
2. Those who utilize Google Docs in their work
・Those who create meeting minutes in Google Docs each time
・Those who want to streamline their work using Google Docs
■Benefits of using this template
Google Docs offers high flexibility in formatting, allowing you to create meeting minutes tailored to your business needs.
However, if you have frequent meetings with clients, you might find it cumbersome to create and prepare meeting minutes each time.
With this template, you can create meeting minutes in Google Docs based on the added information whenever customer information is added to a Google Spreadsheet.
By automating the creation of meeting minutes, you can reduce the time spent preparing for meetings and allocate more time to other important tasks.
Additionally, by linking with Google Spreadsheets again after this flow, it is possible to add a link to the meeting minutes in the Google Spreadsheet.
■Notes
・Please integrate both Google Spreadsheets and Google Docs with Yoom.
Add Message Content in Chat Tools to Google Docs
■Overview
This flow adds content posted to a specific channel in Microsoft Teams to Google Docs.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Teams using Microsoft Teams
・Team members who engage in daily business communications
2. Those who organize information using Google Docs
・Those who want to centrally manage and efficiently share messages from Microsoft Teams
■Benefits of using this template
While information exchange in Microsoft Teams can be done in real-time, important posts may get lost over time, making it time-consuming to check them later.
Additionally, if there are multiple chats or teams, information may become dispersed, complicating organization.
This flow allows you to add content posted to a specific channel in Microsoft Teams to Google Docs, streamlining the organization of posts.
By centrally managing content posted to a specific channel in Google Docs, you can prevent manual transfer errors and organize them in chronological order.
■Notes
・Please integrate both Microsoft Teams and Google Docs 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.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This flow adds the content of a post to Google Docs when a message is sent in Google Chat.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who utilize Google Chat
・Those who share information within the team using Google Chat
・Those who accumulate messages posted in specific spaces of Google Chat in other tools
2. People who use Google Docs regularly
・Those who manage high-priority business information in Google Docs
・Those who want to streamline the process of transcribing to Google Docs
■Benefits of using this template
Manually transcribing and summarizing messages posted in Google Chat for storage as documents can be time-consuming.
Additionally, if there are omissions or errors in the process, the comprehensiveness of the information may decrease, prompting a desire for efficiency.
In this flow, when a message is sent in Google Chat, it can be summarized using AI features and added to Google Docs.
By automating the transcription and summarization of messages, manual work is eliminated, making it possible to efficiently accumulate information.
It also prevents transcription errors and omissions, thereby enhancing the accuracy of the information.
■Overview
This is a flow that adds the content of a post to Google Docs when a message is sent on Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Slack for business communication
・Those who use Slack on a daily basis
・Those who manually transcribe important messages posted on Slack to other tools
2. People who use Google Docs for business
・Those who conduct business using Google Docs
・Those who want to accumulate posted content in Google Docs by linking with Slack
■Benefits of using this template
Since Slack is in a chat format with new messages being posted continuously, important information can get buried, making it time-consuming to find.
Additionally, when managing important information with other tools, you may find manual transcription to be a hassle.
In this flow, messages sent on Slack can be summarized using AI functionality and added to Google Docs.
By summarizing with AI functionality, you can reduce the amount of text from the original and quickly check the content.
Slack allows you to set any channel, so you can customize it according to your business needs.
Create Contracts with Google Docs Using Submitted Form Responses
■Overview
This is a flow for sending contracts via Docusign using responses from Google Forms.
■Recommended for
1. Those who frequently need to create and send contracts
2. Those who want to automate the contract sending process and reduce manual work
3. Those who regularly use Google Forms and DocuSign
■Benefits of using this template
・Reduces errors from manual input, improving contract accuracy.
・Using the template ensures all contracts are created in a consistent format.
■Important Notes
・Please integrate both Google Forms and DocuSign with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/ja/articles/6807133
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This flow generates a PDF from a Google Docs employment contract template based on the information entered in the form and sends it to the recipient via Docusign.
■Recommended for
1. Those who need to frequently create employment contracts
2. Those who want to automate contract creation and sending
3. Those who regularly use Google Docs and DocuSign
■Benefits of using this template
・Employment contracts are automatically created and sent based on the information entered in the form, eliminating the need for manual creation.
・The automated workflow streamlines the process from contract creation to dispatch, allowing you to focus on other important tasks.
■Notes
・Please integrate Yoom with both Google Docs and Docusign.
■Overview
This is a flow for sending contracts from Notion via DocuSign.
■Recommended for
1. Those who use Notion for customer management
・Those who centrally manage customer information in Notion
・Those who regularly accumulate information in Notion's database
2. Those who utilize DocuSign for contract operations
・Sales department personnel who use DocuSign to streamline the contract process
・Those who want to streamline contract sending by integrating Notion and DocuSign
■Benefits of using this template
DocuSign allows you to complete contract signing online, which speeds up the contract process.
However, if you are sending contracts from DocuSign based on information managed in Notion, you might find it time-consuming and cumbersome.
With this template, you can automatically send contracts from DocuSign by registering the recipient in Notion's records.
This eliminates the need to switch between the two tools, allowing for seamless contract sending and improved operational efficiency.
Additionally, by integrating with chat tools, you can share the contract sending status with team members, facilitating smooth information sharing.
■Notes
・Please integrate both Notion and DocuSign with Yoom.
Extract Information from Email with AI and Add to Google Docs
■Overview
This is a flow that extracts information received in Outlook using AI and adds it to Google Docs.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who want to quickly reflect information received via email into other tools
・Those who receive a large number of emails and spend a lot of time checking contents and extracting necessary information
2. Those who use Google Docs for business
・Those who utilize Google Docs for recording and managing information
・Those who want to smoothly share information and improve the overall efficiency of the team
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically sync it to Google Docs.
This reduces the manual work involved in checking emails, extracting information, and transcribing, thereby reducing the burden on the person in charge and shortening work time.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall efficiency of the team.
You can freely customize the extracted content according to the type and purpose of the work, such as routine reports, inquiries, or applications based on specific formats.
Notify via Chat Tools When a Row is Added in Google Sheets
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
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
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams with Yoom.
・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.
■Overview
This is a flow that notifies Discord when a row is added in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Accountants who accumulate information in Google Sheets
・Administrative department personnel using Google Sheets for collaborative work
2. People who use Discord as their main communication tool
・Those who communicate via Discord in project management
・Companies using Discord as an information-sharing tool
■Benefits of using this template
Google Sheets excels in collaborative editing and facilitates smooth information sharing among members.
However, it can sometimes be unclear who added the information, potentially leading to time-consuming verification.
This template is suitable for those who want to ensure transparency among contributors by sending notifications to a communication tool.
Every time information is added to Google Sheets, it automatically sends a notification to Discord, allowing you to quickly identify who added what information.
■Notes
・Please integrate both Google Sheets and Discord with Yoom.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Add the Content Registered in the Database App to Google Sheets
■Overview
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet.
You can reflect any fields, such as lead name and contact information, in the spreadsheet.
■Setup Instructions
1. Connect each app, Salesforce and Google Spreadsheet, with Yoom. (My App Integration)
2. Set up the account information to be integrated with the "When a new lead is registered" trigger in Salesforce.
3. In the "Record information in spreadsheet" operation in Google Spreadsheet, set up the target spreadsheet, etc., based on the information obtained from Salesforce.
4. Once the setup is complete, change the trigger to ON at the end.
5. When new lead information is registered in Salesforce, the information is added to the Google Spreadsheet.
■Notes
・It is necessary to set up the account information to be integrated in each app's operation.
・Please replace the setup information for Salesforce and Google Spreadsheet with any desired values.
・Salesforce is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The workflow "Reflect records registered in Airtable to Google Sheets" is a business workflow aimed at improving data management efficiency.
When new data is added to Airtable, the same information is automatically reflected in Google Sheets, eliminating the need for manual data entry and allowing centralized management of the latest information.
This facilitates smooth information sharing across the team and improves the accuracy of operations.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
Register Survey Results Received by Email into Google Sheets
By automating document creation through this integration, you can focus on other tasks. Additionally, documents that require frequent updates, like daily reports or project progress summaries, can be generated quickly. This allows team leaders and project managers to easily review data, speeding up task delegation and project schedule adjustments.
By automating the creation of standard documents, you can easily scale the process as your business grows. For example, if you take on more projects or need to increase reporting frequency to meet customer demands, the added workload on staff can be reduced. This scalability ensures that work quality remains consistent, even as your team or business expands.
In this article, we explored how to integrate Google Docs and Google Sheets using Yoom to automatically extract information and create documents. By removing the manual steps of data extraction and transcription, document creation and related tasks become much more efficient.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
