How to Create Documents in Microsoft Excel Based on Google Form Responses

(2) Select any project from the workspace list
※ The copied template will be stored in "My Projects" within the project selected in (2).
(3) Click "Edit" at the top right of the flow list screen

Step 2: Set the Trigger

(1) Click "App Trigger" from the flow list screen

(2) Set the title of the app trigger
※ You can use the originally set title as it is
(3) Confirm that the account information linked with Google Forms is correct
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Select "When a response is submitted to the form" for the trigger action

(5) Click Next

■ API Connection Settings for App Trigger
(6) Set the trigger activation interval to 5 minutes
※ The activation interval that can be set varies depending on the plan.
(7) Enter the Form ID from the "●●●●●●" part of "https://docs.google.com/forms/d/●●●●●●/edit"

(8) If there are no errors in the test, click Save
※ For information on how to obtain the response content when using Google Forms as a trigger, please refer to here.

Step 3: Issue the Document

(1) Click "Issue Document"
(2) Set the title
※ You can use the originally set title as it is
(3) Confirm that the account information linked with Microsoft Excel is correct
(4) Set the linkage of the template document

• File storage location: Select any from the dropdown menu
• Drive ID: Select any from the candidates
• Item ID: Select any from the candidates

(5) Set each item of the issued document

• Folder ID for storage: Select any from the candidates
• Output file name: This time, it is composed by combining text and output

(6) Click Next

■ Setting Replacement Conditions
(7) Click Retrieve Replacement Conditions Again
(8) Click OK

(9) Set the string after replacement
※ Here, set the information of "When a response is submitted to the form" in the output to be linked with the template document.

(10) If there are no errors in the test, click Save
※ The document is in the specified storage folder, but it can also be checked from the download.

(11) Return to the flow list screen and change the app trigger to ON to complete the flow settings!

Other Automation Examples Using Google Forms and Microsoft Excel

In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Google Forms and Microsoft Excel.

If there is something that interests you, please give it a try!

Automation Examples Integrating Google Forms and Microsoft Excel

You can add responses submitted to Google Forms to Microsoft Excel or notify Microsoft Teams after adding responses.
Additionally, it is possible to integrate by reading business card images submitted via Google Forms with OCR and adding the content to Microsoft Excel.

Example of Automation Using Google Forms

Upload Files Submitted via Google Forms to Cloud Storage

Automatically upload files submitted via Google Forms to Google Drive, OneDrive, etc.

Create a Web Meeting When a Response is Submitted via Google Forms

Automatically create a meeting in Google Meet or Zoom when a response is submitted via Google Forms. (For Google Meet, a meeting URL is automatically created when an event is added to Google Calendar)

Register the content submitted via Google Forms in the task tool

Automatically register the content submitted via Google Forms as a task in tools like Trello or Asana.

Automation Example Using Microsoft Excel

Extract text with AI from content sent via chat tools and add it to Microsoft Excel

Automatically extract specific content from messages posted on Google Chat or Microsoft Teams and add it to Microsoft Excel.

Add Information Registered in Customer Management Tool to Microsoft Excel

Automatically add customer information registered in Salesforce, HubSpot, etc., to Microsoft Excel.

Register survey results received by email in Microsoft Excel

Automatically register survey results received in Gmail or Outlook into Microsoft Excel.

Benefits of Integrating Google Forms with Microsoft ExcelBenefits

Benefit 1: Improved Work Efficiency

By integrating Google Forms with Microsoft Excel, the information entered by customers into the form is automatically transferred to Excel.
This eliminates the need for manual data entry, significantly streamlining operations.
For example, if you receive a quote request from a customer as a sales assistant, the content entered in Google Forms is directly exported to Microsoft Excel, so there's no need for manual data entry.
Saving time is a great advantage for someone as busy as you, isn't it?

Benefit 2: Enhanced Data Accuracy

When entering data manually, human errors are inevitable.
However, by integrating Google Forms with Microsoft Excel, the information entered by customers is directly transferred to Microsoft Excel, greatly improving data accuracy.
Accurate data is especially necessary when creating quotes, so this integration can be very helpful.
Providing accurate quotes also helps in gaining trust from customers.

What Happens When You Integrate Google Forms with Microsoft Excel Using Yoom?

Easy Integration Without Code

A common challenge faced by many companies is the need for API or programming knowledge, as well as the cost and time involved in hiring engineers.
Especially for someone busy with daily tasks like you, specialized knowledge can be a burden.
Additionally, maintenance can be troublesome, and reading English specifications can be difficult.
However, with Yoom, you can operate intuitively without programming knowledge, allowing you to achieve integration immediately without relying on engineers!

Let's Compare with Traditional API Integration!

With Yoom, app actions are pre-integrated, allowing you to set up by simply selecting actions.
It's safe to use even without specialized knowledge, and the implementation process, which usually takes several months, can be completed in a short time, greatly improving workflow!

Achieve Easy Integration of Google Forms and Excel with Yoom!

Integrating Google Forms with Microsoft Excel will facilitate smooth sales activities and event management.
Data accuracy will also be greatly improved, allowing you to manage customer information and participant lists with confidence.
With Yoom, you can easily set up integration without code, even without programming knowledge, enabling you to achieve integration quickly without relying on engineers.
Automation should also enhance your job performance.
Try using Yoom to make your operations even more efficient!