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.
Meet Yoom: No-Code Automation
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🌐 Connect with apps like Google Docs, Google Sheets, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
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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.
✨ Recommended for
Anyone looking to improve workflow efficiency by integrating Google Docs and Google Sheets.
Those who regularly create documents in Google Sheets based on content from Google Docs.
Teams aiming to standardize their processes through automation between Google Docs and Google Sheets.
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
Extract information from Google Docs notes using AI and create documents in Google Sheets.
🚀 Let’s Set Up a Flowbot To Leverage AI to Pull Data from Google Docs and Create a Structured Document in Google Sheets
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
A free Yoom account
Access to Google Docs, Google Sheets, and Google Drive
If you don’t have a Yoom account yet, register now from thisregistration 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.
☝️Before You Start
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.
Step 1. Register Apps in Yoom
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.
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
Extract information from Google Docs notes using AI and create documents in Google Sheets.
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!
Extract information from Google Docs notes using AI and create documents in Google Sheets.
💡 Other Automation Examples Using Google Docs and Google Sheets
By using Google Sheets, Google Docs, and AIfeatures, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
Automation Examples Integrating Google Docs and Google Sheets
Retrieve contract information from Google Sheets, translate it using DeepL, generate and send the contract, and save it to OneDrive.
■Overview This flow retrieves contract information from Google Sheets, translates it with DeepL, issues and sends the contract, and saves it to OneDrive. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Those who frequently contract with overseas clients and want to streamline contract translation and issuance ・Those who need to create and manage numerous contracts with foreign companies monthly and struggle with tracking updates ・Startup executives expanding overseas who face challenges in multilingual contract support and document management efficiency ・General affairs managers who want to centralize contract creation and management across multiple business units ・Those looking to standardize the workflow from contract creation to storage and improve operational efficiency
■Notes ・Please integrate Yoom with DeepL, Google Sheets, Google Docs, and OneDrive. ・Operations between "repeat the same process" are only available in the Team Plan and Success Plan. In the Free Plan and Mini Plan, operations and data connections set in the flow bot will result in errors, 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 restricted apps and features (operations). ・Please prepare a template for the contract in Google Docs. For details, please refer to the link below. https://intercom.help/yoom/ja/articles/8237765
■Overview This is a flow to retrieve data from Google Sheets at a specified date and time, convert it to PDF, and send it via Gmail. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Sales representatives who submit daily sales reports or KPI reports to their superiors ・Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports ・Those who want to send monthly reports such as sales data or inventory status to stakeholders ・Project managers who send regular progress reports or performance reports to clients or business partners ・Marketing personnel who regularly analyze marketing data and report to the team or clients
■Notes ・Please integrate Google Sheets, Google Docs, and Gmail with Yoom. ・Prepare a template for the report in Google Docs. For details, please refer to the link below. https://intercom.help/yoom/en/articles/8237765
This is a flow to add the message content to Google Docs when a message is sent in Google Chat.
■Notes ・Please connect Google Chat and Google Docs with Yoom respectively. ・AI operation is a feature available only in the Team Plan and Success Plan. If you are using the Free Plan or Mini Plan, the operation 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 can have a two-week free trial. During the free trial, you can use apps and AI features (operations) that are subject to limitations. ・Integration with Google Chat is only available for Google Workspace. Please refer to the link below for details.https://intercom.help/yoom/ja/articles/6647336
This flow adds content to Google Docs when a message is sent on Slack.
■Notes ・Please connect Yoom with both Slack and Google Docs. ・AI operations are available only on Team and Success plans. If you are on a Free or Mini plan, the operations of the flow bot will result in an error, so please be careful. ・Paid plans like Team and Success plans offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
This flow generates a PDF from the Google Document employment contract template using the content entered in the form and sends it to the recipient via Docusign.
This flow extracts information received in Outlook with AI and adds it to Google Docs.
■Notes ・Please link Outlook and Google Docs with Yoom respectively. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be careful. ・AI operations are a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set 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 functions (operations).
■Overview Are you manually notifying stakeholders in Discord every time a new row is added to a list managed in Google Sheets? This routine task is not only time-consuming but also prone to missed or delayed notifications. With this workflow, when a row is added in Google Sheets, it automatically sends a message to the specified Discord channel, streamlining information sharing.
■Who we recommend this template for ・Those who manually copy updates from Google Sheets to Discord each time ・Those who want to speed up information sharing within the team and strengthen real-time collaboration ・Those who want to prevent missed or delayed notifications caused by manual work and improve operational accuracy
■Notes ・Connect Yoom with both Google Sheets and Discord. ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on your plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - 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.
■Overview The "Sync to Google Sheets when a record is created in Airtable" workflow 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 as well, eliminating the effort of manual data entry and enabling centralized management of the latest information. This makes information sharing across the team smoother and improves the accuracy of operations.
■Recommended for - Those who manage data using both Airtable and Google Sheets - Staff who spend time on manual data transfers - Team leaders who want to maintain data consistency and up-to-dateness - Business owners considering workflow automation - Those who want to simplify data integration across multiple SaaS apps
■Notes - Please connect Yoom with both Airtable and Google Sheets. - 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. - Airtable output can be obtained via JSONPath. For how to obtain it, please refer to the following: https://intercom.help/yoom/en/articles/9103858
This is a flow to store survey results received in Gmail into Google Spreadsheet.
■ Notes ・Please connect both Gmail and Google Spreadsheet 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 differs depending on the plan. ・AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations of the flow bot you set will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations).
This is a flow to store survey results received in Outlook into Google Sheets.
■Notes ・Please connect both Outlook and Google Sheets to Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval may vary depending on your plan. ・Microsoft365 (formerly Office365) has home plans and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・AI operations are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flowbot will result in errors, so please be aware of that. ・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).
👏 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. This allows team leaders and project managers to easily review data, speeding up task delegation and project schedule adjustments.
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. This scalability ensures that work quality remains consistent, even as your team or business expands.
📖 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.
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!
I have experience in administrative roles in specialized trading companies and the e-commerce industry. My responsibilities have spanned a wide range of areas, including sales administration, accounting, general affairs, human resources, and legal affairs. While I have worked on improving the efficiency of individual tasks, I believe that utilizing various support tools and Yoom could have made operations even more convenient. I hope to leverage my professional experience to publish articles introducing Yoom, assisting everyone in streamlining their operations.
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