Googleフォームと基幹システムを使ったRPA操作のイメージ
How to Utilize RPA

2024/11/20

Integrating Google Forms with browser RPA to automatically register information submitted through Google Forms into the browser

s.miyamoto

Are you spending a lot of time manually registering information submitted from Google Forms? By utilizing RPA as explained in this article, you can automate the tasks you've been doing and improve your work efficiency. Moreover, no difficult skills like programming are required, making it easy for anyone to implement. This article explains how to set up RPA and the specific benefits it offers. Recommended for: - Those who want to simultaneously streamline information gathering and data entry tasks - Those who feel that data registration tasks into core systems are taking too much time and cost - Company personnel who want to streamline large-scale data registration tasks to reduce workload - Management departments seeking rapid information sharing in customer service and sales activities - Those who want to automatically input information obtained from Google Forms into their company's system Benefits and Examples of Integrating Google Forms with Core Systems Benefit 1: Improve Work Efficiency by Reducing Manual Tasks When manually registering data collected via Google Forms into core systems, there is a risk of input errors or omissions. Even in such cases, by utilizing RPA, it is possible to automatically reflect accurate data into the core system. This leads to a reduction in the time spent on input tasks and prevents human errors. By improving the overall efficiency of operations, you can also create an environment where you can focus on tasks you want to prioritize. Benefit 2: Easily Register Large Amounts of Data When the workload increases, traditional manual tasks may take too much time or incur personnel costs. However, with an automated process using RPA, large amounts of data can be easily managed. For example, even if a large number of application data is collected via Google Forms during a large-scale campaign, RPA can be used to smoothly and automatically register it into the core system. This allows for flexible responses to business expansion. Benefit 3: Speedy Information Sharing By utilizing RPA to quickly register data collected through Google Forms into core systems, you can eliminate the manual data entry and transmission tasks that were previously done manually. This allows business personnel to quickly check the latest information, making it easier to prioritize tasks. For instance, inquiries from customers or survey results can be quickly notified to the sales department or customer support team, enabling faster customer response. [About Yoom] How to Create a Flow for Integrating Google Forms with Core Systems From here, we will explain the steps for actual app integration. The general flow is as follows: - Integrate Google Forms with My Apps - Copy the template - Set triggers in Google Forms and set actions in the specified browser - Set the trigger to ON and complete the preparation for flow operation If you are already registered with Yoom, please log in, and if you are not registered yet, please register for free and proceed with the setup.

Step 1: Integrate My App

First, integrate Google Forms with My App.
After logging into Yoom, click on "My App" on the left side of the screen and proceed with the settings from "+ New Connection".

Next, in the "New Connection for My App" that appears, search for Google Forms and click on it.

Click "Sign in with Google" on the next screen to display the Google login page. Log in with the Google account you want to use here.
Finally, when "Yoom is requesting access to your Google Account" is displayed, press "Continue" to complete the integration with My App.

Next, copy the Flowbot template.
Click "Try it out" on the banner below to copy it.

Once the copy is made, click "OK" to proceed with the Flowbot setup.

Step 2: Set the Trigger

Next, set the trigger for Google Forms.
For information on how to retrieve responses when using Google Forms as a trigger, please refer to here.

Then click "When a response is submitted to the form" to proceed with the setup.

On the next screen, check and modify the title and account information.
Ensure that the correct account is selected under "Account information linked with Google Forms".
If you own multiple accounts, there is a possibility that a different account is selected unintentionally.
The title can be edited as desired, but please click "Next" without changing the "Trigger Action".

On the next screen, set the "Trigger Interval" and the "Form ID" for Google Forms.
You can choose to trigger at intervals of 5, 10, 15, 30, or 60 minutes. Note that the shortest trigger interval varies depending on the plan.
For "Form ID", quote the form ID from the URL of the Google Form from which you want to collect response information.
Once each item is set, respond to the relevant Google Form for testing and click "Test".

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If the test is successful, check if the information is obtained in "Output".
Next, click "Add value to retrieve".

On the next screen, click "+" to select the item you want to add.

The selected item will be displayed in "Values to Add" on the right side of the screen.
Click on the item to make detailed settings, make necessary corrections, and click "Save".

This time, we renamed it to "Response" and "Email Address". Once the correction is complete, click "Add".
For more information on how to use Google Forms as a trigger and retrieve response content, please refer to here.
Finally, click "Save" to complete the Google Forms trigger setup.

Step 3: Set the Action

Next, set the action in the specified browser.

・The operation to manipulate the browser is a feature available only in the Success Plan. If you are on the Free Plan, Mini Plan, or Team Plan, the operation set in the Flowbot will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that manipulate restricted apps or browsers.

For pre-preparation and detailed settings on "Manipulating the Browser", please refer to here.
Then click "Register in the company's system" to proceed with the setup.

On the next screen, you can specify what operations to automate in the browser.
Click "+" at the position where you want to add an action and press "Specify browser operation" to enter the URL to access.
This time, we entered Yoom's URL as a test. Then click "Start operation".

Then the specified URL will open in a private window.
Here, you can select the "Action to Apply" within the browser.
* Once all action settings are complete, click the operation to access the 〇〇 at the beginning of the flow and change the URL to access to your company's site URL.

Once the action is set, click "Test" to check if it behaves as specified.
Once the test is confirmed successful, don't forget to click "Save" to complete the setup.

Finally, click "Turn on Trigger" to complete the preparation for flow activation.
Now, the information submitted via Google Forms will be registered in the core system.

Other Automation Examples Using Google Forms

1. Create a Contract with GMO Sign from Google Form Information and Send a Signature Request

This is a flow that automates everything from contract creation to sending a signature request using GMO Sign, triggered by a response submission in Google Forms.
Since manual operation is not required, it can help prevent mistakes in contract details and forgotten dispatches.

2. When there is a response to the Google Form, add an event to Google Calendar

This is a flow that links Google Form responses with adding events to Google Calendar.
It can streamline the process of adding and checking schedules, making it easier to plan work activities.

3. Register Information Submitted to Google Forms in Airtable

This is a flow that automatically registers response information from Google Forms into Airtable.
It is especially recommended for those who frequently use Google Forms and Airtable.
By automating the registration of information, not only is the effort of registration reduced, but the team can quickly access the same information, which can also enhance team collaboration.

Summary

The automation through the integration of Google Forms and core systems holds the potential to improve business efficiency.
Specifically, it reduces manual tasks and allows for easy management of large volumes of data.
Additionally, it can be expected to facilitate speedy information sharing, strengthening team collaboration. This, in turn, creates an environment where you can focus on important tasks.
The introduction of RPA using Yoom requires no programming knowledge, making it easy for anyone to implement.

Please experience the efficiency improvement through automation by using Yoom.

The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies. We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers. Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!
Tags
Google Forms
RPA
Automation
Automatic
Related Apps
App integration
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With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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