・
Collecting customer information and requests is important for subsequent sales activities and product or service approaches.
However, it is challenging to manually enter information into a database and share it with relevant parties.
The integration with Yoom introduced here might help solve this issue.
By integrating Yoom's Form Trigger with Google Sheets and Google Chat, you can consolidate the information collected from forms into a database.
Furthermore, you can send the information to your regular communication tools, allowing you to understand the form responses from notification messages.
This article explains how to set up this automated flow and the benefits of implementing it.
If you aim to improve the efficiency of customer information collection and management, please take a look.
This article introduces the integration method using the no-code tool "Yoom".
No complex settings or operations are required, and even non-engineers can easily implement it.
You can start right away with the template below, so please give it a try!
◼️Overview
We will build a system that adds inquiry details entered in a form to a Google Spreadsheet and simultaneously notifies Google Chat.
You can automate information management by adding the form contents to a specified Google Spreadsheet that you regularly use.
Additionally, by notifying Google Chat of the form responses and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
◼️Notes
・Integration with Google Chat, Google Spreadsheet, and Yoom is required.
・Feel free to change the settings of the integrated Google Spreadsheet as needed.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
[About Yoom]
Let's quickly utilize Yoom to integrate Google Sheets and Google Chat to create a flow bot!
This time, we will explain the template for "adding the content answered in the form to Google Sheets and then notifying Google Chat."
・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 "Integrate Yoom with Google Sheets," select "sign in with Google."
・In the account selection, click on the account you want to connect.
・When logging into Yoom, select "Next."
・On the screen where Yoom is requesting additional access to your Google account, select "Continue."
This completes the integration of Yoom and Google Sheets.
・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 integration of Yoom and Google Chat!
Once the registration of My Apps is complete, click the banner below to copy the template!
◼️Overview
We will build a system that adds inquiry details entered in a form to a Google Spreadsheet and simultaneously notifies Google Chat.
You can automate information management by adding the form contents to a specified Google Spreadsheet that you regularly use.
Additionally, by notifying Google Chat of the form responses and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
◼️Notes
・Integration with Google Chat, Google Spreadsheet, and Yoom is required.
・Feel free to change the settings of the integrated Google Spreadsheet as needed.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
The template has been copied to my project!
・The content of the form can be anything you like. Enter the content you want to set.
・The content obtained from the previous form settings is displayed.
・Set sample values for the input form responses and save them.
・The title can be anything you like. If you want to change it, please set it individually.
・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.
・The title here can also be anything you like.
・Select "Send Message to Space" as the action.
・Enter the required items such as space ID, key, token, and message content.
・Create an embedded message using the values obtained from the form as the output for the message content.
・Once input is complete, test and save.
This completes the setup of the flow bot!
◼️Overview
We will build a system that adds inquiry details entered in a form to a Google Spreadsheet and simultaneously notifies Google Chat.
You can automate information management by adding the form contents to a specified Google Spreadsheet that you regularly use.
Additionally, by notifying Google Chat of the form responses and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
◼️Notes
・Integration with Google Chat, Google Spreadsheet, and Yoom is required.
・Feel free to change the settings of the integrated Google Spreadsheet as needed.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Google Chat.
All of these can be used with simple settings, so if you find something interesting, please give it a try!
You can update Google Sheets when a post is made on Google Chat, 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 content, store it in the Google Sheets database, and notify Google Chat.
■Overview
This is a flow that reads files stored in Google Drive using AI-OCR, stores them in a Google Sheets database, and notifies Google Chat.
You can add the contents of the files to the database quickly and accurately without manual input.
By adding a person in charge request in the middle, more reliable data addition is possible.
■Notes
・Please integrate Google Drive, Google Sheets, and Google Chat with Yoom.
・AI operations are functions (operations) available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set for the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Google Chat daily.
■Recommended for
1. Those who use Google Sheets to conduct their business
・Consultants managing schedules with clients
2. Those who use Google Chat as their main communication tool
・Those who utilize Google Chat for sharing documents
・Those who use Google Chat for project management communications
■Benefits of using this template
Google Sheets can be edited outside the office as long as there is an internet connection.
However, manually notifying information from Google Sheets each time is inefficient and time-consuming.
This template is suitable for those who want to automate notifications via Google Chat even when outside the office.
By using this template, you can eliminate the need for manual notifications in different device environments, making notification tasks effortless.
■Notes
・Please integrate both Google Sheets and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, you will need the "Repeat the same process" operation.
※The "Repeat the same process" operation is available only in the Team Plan and Success Plan.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow to update the Google Sheets database with messages posted on Google Chat.
■Recommended for
1. Teams using both Google Chat and Google Sheets
・Those who want to automatically record discussions and decisions made on Google Chat in Google Sheets
・Those managing project progress and tasks using Google Chat and Google Sheets
・Those who want to reduce manual data entry and improve efficiency
2. Those collecting information on Google Chat and analyzing data on Google Sheets
・Those who want to conduct surveys and gather opinions on Google Chat and automatically compile the results in Sheets
・Those who want to visualize collected data in real-time to aid in analysis
■Benefits of using this template
・It eliminates the need to manually transcribe Google Chat messages into Google Sheets, significantly saving time.
・Since posts on Google Chat are reflected in Google Sheets in real-time, you can always keep track of the latest information.
■Notes
・Please link both Google Chat and Google Sheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer here. https://intercom.help/yoom/ja/articles/6647336
This saves you the trouble of transcribing Google Chat messages, which saves you time.
■Overview
This is a flow that stores messages posted on Google Chat into a Microsoft Excel database.
■Recommended for
1. Teams using both Google Chat and Microsoft Excel
・Those who want to automatically record discussions, decisions, and minutes from Google Chat into Microsoft Excel
・Those managing project progress and tasks using Google Chat and Microsoft Excel
・Those who want to reduce manual data entry and improve efficiency
2. Those who gather information on Google Chat and analyze data in Microsoft Excel
・Those who conduct surveys or gather opinions on Google Chat and want to automatically compile the results in Microsoft Excel
・Those who want to analyze and visualize collected data in Microsoft Excel
■Benefits of using this template
・You can freely set the notification space, Excel file, and content to be registered, allowing customization to meet individual needs.
・It eliminates the need to manually transfer Google Chat messages to Microsoft Excel, leading to significant time savings.
■Notes
・Please integrate both Google Chat and Microsoft Excel with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer here. https://intercom.help/yoom/ja/articles/6647336
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that registers messages posted on Google Chat as records in Salesforce.
■Recommended for
1. Sales teams and customer support teams using Salesforce
・Those who want to automatically record customer interactions and internal discussions on Google Chat in Salesforce
・Those who want to manage customer inquiries and feedback as cases or leads in Salesforce
・Those who want to reduce the manual effort of transferring information and improve operational efficiency
2. Salesforce administrators
・Those who want to strengthen the integration between Google Chat and Salesforce and make better use of Salesforce data
・Those who want to utilize Google Chat messages in Salesforce for data analysis and report creation
■Benefits of using this template
・It eliminates the need to manually transfer Google Chat messages to Salesforce, leading to significant time savings and improved operational efficiency.
・Recording interactions with customers in Salesforce makes it easier to refer to past histories, enabling more personalized responses.
■Notes
・Please integrate both Google Chat and Salesforce with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
By automating the transcription and summarization of messages, manual work is no longer necessary, making it possible to efficiently accumulate information.
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This flow adds the content of a post to Google Docs when a message is sent in Google Chat.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who utilize Google Chat
・Those who share information within the team using Google Chat
・Those who accumulate messages posted in specific spaces of Google Chat in other tools
2. People who use Google Docs regularly
・Those who manage high-priority business information in Google Docs
・Those who want to streamline the process of transcribing to Google Docs
■Benefits of using this template
Manually transcribing and summarizing messages posted in Google Chat for storage as documents can be time-consuming.
Additionally, if there are omissions or errors in the process, the comprehensiveness of the information may decrease, prompting a desire for efficiency.
In this flow, when a message is sent in Google Chat, it can be summarized using AI features and added to Google Docs.
By automating the transcription and summarization of messages, manual work is eliminated, making it possible to efficiently accumulate information.
It also prevents transcription errors and omissions, thereby enhancing the accuracy of the information.
■Overview
This flow extracts text from messages sent in Google Chat using AI and adds it to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Google Chat for work
・Teams that handle inquiries or reports in specific Google Chat spaces
・Those who want to efficiently organize and manage information shared in Google Chat
2. Those who use Microsoft Excel for work
・Those who want to efficiently record daily reports, work reports, and inquiries
・Those who want to automatically register meeting minutes
・Those aiming for systematic management of complaints and improvement proposals
・Those who want to reduce the hassle and errors of manual data entry
■Benefits of using this template
If you use specific Google Chat spaces for inquiries or reports, manually transferring that information to Microsoft Excel for accumulation and analysis is not efficient.
By implementing this flow, you can automatically extract necessary information from messages sent in Google Chat and add it to Microsoft Excel.
Only the necessary information, pre-set from reports and inquiries, is automatically synchronized, reducing the time spent on checking, organizing, and transferring messages.
Additionally, it helps prevent human errors such as omissions or duplicate entries.
AI functions are used to transcribe and summarize (create minutes), which reduces the workload and prevents misunderstandings.
■Overview
This is a flow that transcribes audio from meeting data uploaded to the input form and notifies Google Chat.
Please upload meeting data such as recording data from Microsoft Teams or Zoom for use.
You can freely configure the notification destination and content in Google Chat.
■Notes
・Account linking with Google Chat and Yoom is required.
・Please upload files in formats such as MP4 or M4A.
・AI operations are features (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
This flow transcribes and summarizes (into meeting minutes) audio data attached to the Yoom form using AI functionality and notifies Google Chat.
By simply posting audio data to the Yoom form, AI automatically transcribes the audio and further summarizes it (into meeting minutes) according to the specified format.
By notifying Google Chat of the meeting minutes content, you can share meeting details and other minutes with your team just by posting to the Yoom form.
■Notes
・Please integrate Google Chat with Yoom.
・AI operations are functions (operations) available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
This flow involves transcribing and summarizing new audio data submitted to the Yoom form to create meeting minutes and notifying Google Chat.
With AI functionality, you can consistently transcribe and summarize audio, significantly reducing the workload of manual note-taking and minute creation.
■Notes
・Please integrate Google Chat with Yoom.
・AI functionality is available with the Team Plan or higher.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. Please utilize this for testing AI functionality.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
When an event is scheduled, the registration information can be automatically added to Google Sheets, which should help streamline manual tasks.
■Overview
This is a flow that adds a record to Google Sheets when an appointment is registered in Calendly.
■Recommended for
1. Those who create and manage appointments with Calendly
・Sales representatives or assistants creating meetings with clients
・Customer service personnel planning and managing webinars
・Recruiters scheduling interviews
・Administrative staff managing schedules using digital tools
2. Those who manage data using Google Sheets
・Personnel from companies with many branches where face-to-face information sharing is difficult
・Administrative staff entering information into data simultaneously with multiple people
・Administrative staff managing data and files using digital tools
3. Those who want to eliminate input effort and automate processes
・Small business owners aiming to reduce manual input and improve efficiency
・Administrative staff handling a large amount of input tasks
・Marketing personnel conducting operations using digital tools
■Benefits of using this template
・Automatically adding records to Google Sheets from Calendly registrations eliminates manual input, leading to improved efficiency.
・Automating registration to Google Sheets prevents omissions, ensuring reliable sales approaches.
・As Google Sheets is updated simultaneously with appointment registration, you can always check the latest information.
・Managing information in Google Sheets enhances transparency and strengthens team collaboration.
・Using Google Sheets allows multiple people to view and edit simultaneously, enabling real-time information sharing.
■Notes
・Please integrate both Calendly and Google Sheets with Yoom.
■Overview
The workflow "Add events created in Google Calendar to Google Sheets" streamlines schedule management.
By managing Google Calendar information as data, it becomes easier to search past records.
■Recommended for
■Benefits of using this template
By linking Google Calendar and Google Sheets, adding events becomes smoother. This supports efficient schedule management and planned business execution.
Additionally, since events are automatically added to Google Sheets, cumbersome manual input tasks are eliminated, reducing the burden.
Furthermore, being able to check multiple events at once makes information sharing among members easier, strengthening the collaboration of the entire team.
Using this system increases work efficiency and provides more time to focus on other important tasks, thereby improving productivity.
This is a flow bot that automatically retrieves information and adds it to Google Sheets at the specified schedule.
By automating the process of adding to Google Sheets, it should help prevent manual transcription errors and omissions.
■Overview
This flow retrieves issues from Backlog and adds them to Google Sheets according to the specified schedule.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Backlog
・Those who manage project tasks with Backlog
・Those who create reports and documentation based on Backlog information
2. Those who utilize Google Sheets for their work
・Those who want to quickly check issues by linking with Backlog
・Those who want to efficiently collect the desired information through data search and filtering
■Benefits of using this template
When creating reports and documentation based on Backlog issue information, manual transcription can be time-consuming.
Moreover, there is a risk of human error when transcribing necessary information from each task, which may reduce the accuracy of the reports.
With this flow, you can automatically retrieve issues from Backlog and add them to Google Sheets according to the specified schedule.
By automating the addition to Google Sheets, you can prevent manual transcription errors and omissions.
Since you can view Backlog task information in a list from Google Sheets, data search and filtering can be easily performed.
■Overview
This flow retrieves tasks from Backlog and adds them to a Google Spreadsheet according to the specified schedule.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who use Trello
2. Those who utilize Google Spreadsheets for work
■Benefits of using this template
Trello allows you to manage tasks in card format, making it easy to check and update them.
However, if there are many tasks, it may take time to find the desired information, potentially reducing work efficiency.
With this flow, tasks from Trello can be automatically added to Google Spreadsheets according to the specified schedule.
By consolidating Trello tasks in Google Spreadsheets, you can view them in a list, improving work efficiency.
Additionally, Trello allows you to retrieve card information from specific lists, enabling customization to meet business needs.
■Overview
This flow retrieves tasks from Asana and adds them to Google Sheets according to a specified schedule.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. People who use Asana
・Project managers who manage tasks with Asana
・Those who track project progress with Asana
2. People who use Google Sheets regularly
・Those who want to streamline the addition of tasks to Google Sheets in conjunction with Asana
・Those who want to share information quickly among team members
■Benefits of using this template
By adding Asana tasks to Google Sheets, you can smoothly share tasks with other teams.
However, manually adding tasks to Google Sheets duplicates the input work in Asana, making it inefficient.
With this flow, you can add incomplete tasks from Asana to Google Sheets according to a specified schedule, streamlining the transcription process.
Since you can consolidate incomplete tasks in Google Sheets, it becomes easier to prioritize tasks and allocate them to team members smoothly.
Additionally, since Google Sheets can be shared quickly, project work proceeds smoothly.
This is a flow bot that automatically adds customer information when it is added to Google Sheets.
■Overview
This is a flow to register a customer in Money Forward Kakebarai when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for work
・Those who utilize Google Spreadsheets for managing customer information
・Teams that share Google Spreadsheets to proceed with work
2. Those who use Money Forward Kakebarai for work
・Those in charge of billing operations
・Those who manually add customer information from Google Spreadsheets to Money Forward Kakebarai
■Benefits of using this template
Google Spreadsheets is a tool suitable for team work as it allows data management and editing online.
However, if you are manually linking Google Spreadsheet data to Money Forward Kakebarai for customer registration each time, you might find it cumbersome.
This template automates the registration of customer information in Money Forward Kakebarai when customer information is added to a Google Spreadsheet, thus streamlining data integration between tools.
It eliminates the need to add customer information to both Google Spreadsheets and Money Forward Kakebarai, maintaining data consistency between tools.
■Notes
・Please link both Google Spreadsheets and Money Forward Kakebarai with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to register customers on the board when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who manage customers using Google Spreadsheets
・Sales department personnel who input customer information
・Those who want to streamline by integrating Google Spreadsheets with the board
2. Those who use the board for administrative tasks
・Those responsible for daily customer registration on the board
・Those who want to streamline the process of customer registration on the board
■Benefits of using this template
Google Spreadsheets are suitable tools for information management.
However, manually registering customer information added to Google Spreadsheets on the board is time-consuming and labor-intensive.
This template allows automatic addition to the board when customer information is added to Google Spreadsheets.
This enables speedy management of customer information on the board, improving work speed and efficiency.
Additionally, even if different tools are used across departments, it facilitates smooth information sharing, allowing for seamless workflow progression.
■Notes
・Please integrate both Google Spreadsheets and the board with Yoom.
・Refer here for the method to integrate with the board's My Apps.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow to register a billing destination in the billing management robot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets to manage billing information
・Those responsible for adding billing destinations in back-office operations
・Those who want to automatically link billing information to the billing management robot
2. Those who utilize the billing management robot in their operations
・Those who use the billing management robot for invoice issuance operations
・Those who manually enter billing information
■Benefits of using this template
Managing billing information in Google Spreadsheets and transferring the information to other tools can be cumbersome.
Additionally, manual data transfer increases the risk of errors.
This template allows you to automatically register billing destinations in the billing management robot when they are added to Google Spreadsheets.
By automating the registration to the billing management robot, the risk of input errors is reduced, and work time can be shortened.
Furthermore, since the information is synchronized between tools, the invoice issuance process can proceed smoothly.
■Notes
・Please link both Google Spreadsheets and the billing management robot with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
In this flow, information entered into the form is automatically added to Google Sheets and notified to Google Chat, reducing the effort of verification work.
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 swift information sharing prevents delays in operations and promotes quick decision-making.
This can speed up overall operations and is expected to improve customer satisfaction.
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 the ability to centrally manage data, focus can be shifted to other tasks, potentially enhancing overall operational efficiency.
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 can lead to smoother operations.
How was it?
By integrating Google Sheets and Google Chat, you can automate manual input, preventing input 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 for easy no-code integration, to improve operational efficiency?
Please give it a try.
