Click "Try this template".

Click "OK" and give the Flowbot a name to recognize.

The template will be copied to your "My Project".

Step 3: Set Up Google Drive Trigger

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”. 

Step 4: Retrieve Content from Google Docs

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".

Step 5: Extract Data from Doc

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: 

• Use the retrieved value from Step 4.

Item to Extract: 

• Enter the common item names from the Google Docs template into the Google Sheets, separated by commas.
• The image below shows an example of the input. 

Conduct a test. If the test is successful, the retrieved value will be updated. 

Then, click "Save".

Step 6: Create a Document with Google Sheets

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:

• Enter or select the ID of the template file you’ve created. 

Storage Folder

• Specify the folder ID and the output file name for the document. 
• You can use the retrieved values collected in Step 5 for naming the output file. 

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".

Step 7: Activate the Flowbot

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!

💡 Other Automation Examples Using Google Docs and Google Sheets

By using Google Sheets, Google Docs, and AI features, you can unlock a wide range of automation possibilities that simplify your workflows. <span class="mark-yellow">Here are some examples you can explore for your next automation</span>!

Automation Examples Integrating Google Docs and Google Sheets

Automation Examples Using Google Docs

Add Message Content in Chat Tools to Google Docs

Create Contracts with Google Docs Using Submitted Form Responses

Extract Information from Email with AI and Add to Google Docs

Automation Examples Using Google Sheets

Notify via Chat Tools When a Row is Added in Google Sheets

Add the Content Registered in the Database App to Google Sheets

Register Survey Results Received by Email into Google Sheets

👏 Benefits of Integrating Google Docs and Google Sheets

Benefit 1: Improved Work Efficiency through Automation

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. <span class="mark-yellow">This allows team leaders and project managers to easily review data, speeding up task delegation and project schedule adjustments</span>.

Benefit 2: Enhanced Scalability

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. <span class="mark-yellow">This scalability ensures that work quality remains consistent, even as your team or business expands</span>.

📖 Summary

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. 

<span class="mark-yellow">Best of all, no technical expertise is needed, and anyone can easily set it up!</span> Ready to simplify your workflows? Sign up for Yoom and try it today!

👉 Create your free Yoom account now