How to integrate Google Sheets with Attio to create a task in Attio when a row is added in Google Sheets

・Integrate Google Sheets and Attio with My Apps

(1) First, connect Google Sheets to My Apps.
After logging into your Yoom account, click "My Apps" on the left sidebar and search for Google Sheets from "New Connection".

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Search for the Google Sheets app icon and click on it.

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(2) Click "Sign in with Google" to proceed to the account selection screen, then select the account you want to link from the right management account.
After selection, proceed to the sign-in screen and complete the authentication.
The first Google Sheets connection is now complete.

(3) Next, integrate the Attio app.
Select Attio in the same way as registering Google Sheets with My Apps.

(4) Proceed to the Attio sign-in screen, enter the email address registered with your account, and click [Continue].

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(5) Enter the authentication code on the next screen and proceed.
Proceed to the following permission screen, review the content, and click [Confirm].

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After clicking, you will be taken to the My Apps screen of your Yoom account with the two apps added.
Now, the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the "Try this template" icon below the template.

Click the "OK" button to copy the template.

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Please move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・Google Spreadsheet Trigger Setup

(1) First, set up the Google Spreadsheet app trigger.

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Click "【Copy】Create a task in Attio when a row is added in Google Spreadsheet" from My Projects on the left side of your Yoom account screen.

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click the trigger "When a row is added".
(3) Enter the account information to be linked and click [Next].

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(4) On the next screen, enter the information for "Trigger Interval" and "Spreadsheet ID".
Select any of the following for "Trigger Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger interval varies depending on the plan, so please be careful.

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(5) For the "Spreadsheet ID" and "Sheet ID" fields, click the input bar to expand the information obtained from the account as "candidates" as shown in the screen below.
Make use of these references as well.

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(6) After entering the information, click [Test] and if there are no issues, click [Save].
In this step, you can obtain information like the one below as output.
The output information can be quoted and used in subsequent steps, as noted by "This value can be used in other operations."

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・Attio Setup

(1) Finally, click the second action "Create Task".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter information such as "Object ID" and "Record ID" for 'Linked Records'.
Click the input bar to expand the content obtained from the account as "candidates", and select the relevant information from these.

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(4) "Status" can be set from the dropdown.

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(5) In other fields, click the input bar to select the output.
As an example, below is a reference to the output information 【Deadline】 and 【Content】 obtained from the previous step.

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(6) After entering the information, click [Test] and if there are no issues, click [Save].
This completes the setup.

Below is an example of the Attio Tasks screen when a task is automatically created after adding a row in Google Spreadsheet using the automation flow.
(As a test, arbitrary information is registered, and the information 【Deadline】 and 【Content】 are reflected in Attio.)

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・Turn on the Trigger

Click the red-framed part "Turn on the Trigger" on the screen below to automatically start the flow bot.

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Here is the template used this time

Other Automation Examples Using Google Sheets and Attio

There are other examples of automation using Google Sheets and Attio on Yoom, so let me introduce a few.

Create a Comment in Attio When a Row is Added in Google Sheets

You can create a comment in Attio when a row is added in Google Sheets, eliminating the need for manual addition.
The added comments can be listed and checked in Google Sheets, making it easier to verify if they have been reflected in Attio.

Create a note in Attio when a row is added in Google Sheets

After adding a row in Google Sheets, you can automatically create a note in Attio, reducing the manual work for the person in charge.
If you are centrally managing lead information in Google Sheets, you can create notes in Attio as needed, which is expected to reduce input errors and omissions.

Create an entry in Attio when a row is added in Google Sheets

This flow is recommended for sales teams managing the progress of leads and deals.
By automating the creation of entries in Attio, you can prevent duplicate entries and input errors, enhancing the accuracy of management tasks.
Manual data entry into Attio is also unnecessary, which can reduce the amount of work required.

Summary

The integration of Google Sheets and Attio introduced here is expected to further streamline task management operations.
By automating the task registration process, it is possible to save the working time of team members and create an environment where they can focus on important tasks.
Additionally, automatic information updates will facilitate smooth information sharing among teams.

Please refer to the steps introduced in this article and make use of Yoom to experience automation through app integration.