To add the content answered in the form to a Google Spreadsheet and then notify via Google Chat

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How to Create a Workflow Connecting Google Sheets and Google Chat

Let's quickly utilize Yoom to connect Google Sheets and Google Chat to create a flow bot!
This time, we will explain the template "Add the content answered in the form to Google Sheets, and then notify Google Chat."

Step 1: Register My App

1. Connect Google Sheets

・Once you can log in to Yoom's workspace, click on My Apps displayed on the left side of the screen.
・Next, select New Connection → Google Sheets.
・On the screen that says "Connect Yoom with Google Sheets," select "sign in with Google."
・Click on the account you want to connect in the account selection.
・Select "Next" when logging into Yoom.
・On the screen where Yoom requests additional access to your Google account, select "Continue."

This completes the connection between Yoom and Google Sheets.

2. Connect Google Chat

・Similarly, click on My Apps displayed at the top left of the screen.
・Next, select New Connection → Google Chat.
・Enter the Client ID and Client Secret.
・For detailed setup instructions, please check here.

This completes the connection between Yoom and Google Chat!

Once the registration of My Apps is complete, click on the banner below to copy the template!

The template has been copied to my project!

Step 2: Set Up Form Trigger

1.Create a Form

・The content of the form can be anything you like. Enter the content you want to set.

2. Confirm Form Display and Detailed Settings

・The content obtained from the previous form settings is displayed.
・Set sample values for the input form responses to the obtained values and save them.

Step 3: Set Up Google Sheets Action

1. Integrate with Database

・The title can be anything you like. Please set it individually if you want to change it.
・Select "Add Record" as the action to execute.

・For database integration, enter the spreadsheet ID, spreadsheet tab name, and table range.

・Enter the test sample values set in the form input as the output for the values of the records to be added.

Step 4: Set Up Google Chat Action

1. Select Integration Account and Action

・The title here can also be anything you like.
・Select "Send Message to Space" as the action.

2. API Connection Settings

・Enter the required fields such as Space ID, Key, Token, and Message Content.
・Create an embedded message by using the values obtained from the form as output in the message content.
・Once input is complete, test and save.

This completes the setup of the flow bot!

Other Examples of Automation Using Google Sheets and Google Chat

In addition to the flow introduced this time, you can achieve various business automations by utilizing the APIs of Google Sheets and Google Chat.
All of them can be used with simple settings, so if you find something that interests you, please give it a try!

Other Examples of Automation with Google Sheets and Google Chat

When a post is made on Google Chat, you can update Google Sheets, or retrieve records on Google Sheets that match today's date and notify Google Chat in bulk every day.
Furthermore, you can read files stored in Google Drive using OCR, verify the contents, store them in a Google Sheets database, and notify Google Chat.

Automation Example Using Google Chat

Notify on Google Chat When an Inquiry is Received

This is a flow bot that notifies you when an inquiry is received.

Add to kintone via OCR and notify Google Chat

This is a flow bot that automatically stores information read using AI into the kintone database and notifies Google Chat.

Automation Example Using Google Sheets

Add a Record to Google Sheets When an Event is Scheduled

When an event is scheduled, the registration information can be automatically added to Google Sheets, which should streamline manual tasks.

Retrieve information and add it to Google Sheets at the specified schedule

This is a flow bot that automatically retrieves information and adds it to Google Sheets at the specified schedule.
By automating the addition to Google Sheets, it should prevent manual transcription errors and omissions.

Register customers and billing information when a row is added to Google Sheets

This is a flow bot that automatically adds customer information when it is added to Google Sheets.

Benefits of Integrating Google Sheets and Google Chat

1. Support for Real-Time Information Sharing and Quick Decision-Making

‍In this flow, information entered into the form is automatically added to Google Sheets and notified in Google Chat, reducing the effort required for verification tasks.
For example, when responses from an inquiry form are reflected in Google Sheets and notifications are sent simultaneously, the customer support team can respond quickly.

Such rapid information sharing prevents delays in operations and promotes quick decision-making.
This can speed up overall operations and is expected to improve customer satisfaction.

2. Improved Operational Efficiency through Error Reduction and Centralized Management‍

By implementing this flow, manual input and notifications can be automated, significantly reducing the occurrence of human errors.
For instance, when the sales team centrally manages customer information, data is automatically added to Google Sheets from the form.
Notifications are then immediately sent via Google Chat, preventing errors and delays caused by manual data entry.

With centralized data management, it becomes possible to focus on other tasks, potentially enhancing overall operational efficiency.

3. Strengthening Team Communication and Collaboration‍

The integration of Google Sheets and Google Chat facilitates smooth information sharing and strengthens team collaboration.
For example, when new information is added to Google Sheets, immediate notifications in Google Chat allow team members to discuss and make corrections on the spot.

This enables quick feedback and task progress management, potentially improving overall team performance.
Moreover, increased communication activity is expected to facilitate smooth business operations.

Conclusion

How was it?
By integrating Google Sheets and Google Chat, you can automate manual data entry, preventing errors and omissions.
Fresh information is delivered to Google Chat, allowing you to check new information at any time!
This enhances productivity and creates an environment where you can focus on your core tasks.
Why not take this opportunity to use Yoom, which allows easy no-code integration, to improve operational efficiency?

Please give it a try.