.avif)
Flowbot Creation Procedure
■Creating a New Project and Flowbot
1. Register a new project from the "+" in the project list. You can set the project name as you like.
2. Click "+ Create New" for Flowbot and select either "Create from Scratch" or "Create from Template Gallery".
This time, we selected "Create from Scratch".
■Trigger Settings
1. Enter any title and description for the Flowbot, and select "When a specific event occurs in the database" from the trigger.
2. Enter any trigger title and select "When newly created" from the dropdown in the execution action field.
3. In the database linkage item, set the database prepared in advance.
Select the project name where the database is saved in the project field.
Select the database title in the database field.
Select the table to be linked with the database. Once you have set up to this point, proceed to the next step.
4. Since there are no items to select, save as is.
■Google Calendar Settings
1. Click "+", then select "Google Calendar" from "Integrate with Apps".
2. Enter any title, and select "Create Event" from the dropdown in the action field, then proceed to the next step.
3. Set the information to be registered as an event in the calendar.
Enter the email address set in Google Calendar for the Calendar ID.
Select "Event Name" for the event title field when a record is newly created.
Continue setting up in the same way below!
Select as follows.
Event Start Date and Time: "Date", "Start Time"
Event End Date and Time: "Date", "End Time"
Note that the event description field can be set optionally.
This time, we manually entered "Location:" and "Details:" as fixed text, and selected "Location" and "Remarks" for the variable parts when a record is newly created.
4. Once you can test and save, the Flowbot is complete!
Test
Let's test to see if it is linked correctly!
1. Turn on the trigger.
2. Open the database created in advance, click on any item name (such as date) in the data connect part, and select "Update Value".
Once the update is complete, the Flowbot will operate and create events in order from the acquired records.
* It may take some time to complete the update.
* Although we are manually updating this time, if the update frequency is set at time intervals, it will be automatically updated when that time is reached.
3. Open the linked Google Calendar and confirm that the database events have been registered.
To Further Automate
Yoom is equipped with notification functions that can notify various apps, as well as functions that use email reception as a trigger.
Use Yoom's Completion Notification Function Once Transcription is Complete
Yoom allows you to notify via email or chat whenever transcription is complete. By default, it is set to OFF, but turning it ON will notify you when the flow is complete. It is convenient if you want to confirm that transcription has been completed and send a thank you or confirmation message. Additionally, by connecting further app operations, it is possible to notify any chat service you usually use, and you can flexibly create detailed settings such as mentions and additional information.
Turn on "Notify Workflow Completion" from the three-dot leader in the upper right of the Flowbot creation page.
By further adding integration with apps, it is possible to notify the communication tools you usually use.
Activate by Receiving Emails as a Trigger
Yoom has a mail trigger function that activates Flowbot by receiving emails.
By using this, it is possible to build a flow such as "Activate when receiving an email containing XX in the title". If you are using a different reservation route than the Google Form introduced this time, you may be able to realize the schedule management automation introduced this time by utilizing this mail trigger function. Yoom can also analyze email content using regular expressions and machine learning, so please consider it.
.avif)
.png)
.avif)
