・
Are you struggling to manually create emails for each contact in your sales list?
Imagine if you could generate and send responses to your emails automatically. It's possible, with ChatGPT and Google Sheets integration :) ChatGPT can generate personalized emails based on your contact list stored in Google Sheets. This integration ensures your communication is both efficient and accurate.
In this article, we'll show you how this integration can transform your email handling process and boost your work efficiency.
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you'll learn the step-by-step process of how to use Yoom to write an email using ChatGPT using the data stored in Google Sheets.
Yoom offers ready-made templates to automatically compose emails using data in Google Sheets.
We’ll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
■Overview
The flow of "Automatically generating and sending guidance emails using ChatGPT from a list in Google Sheets" is a business workflow that streamlines the creation of guidance emails for customers and team members.
■Recommended for
■Benefits of using this template
By integrating Google Sheets with ChatGPT, you can unlock a variety of automation options, seamlessly connecting Google Sheets data to ChatGPT.
Here are some practical, ready-to-use templates that you can try out. Just click on the "Try It" button to get started quickly!
If you manage a sales list or customer data in Google Sheets, you can easily automate the process of generating and sending personalized guide emails. ChatGPT can take care of creating emails, directly pulling data from your Google Sheets.
■Overview
The flow of "Automatically generating and sending guidance emails using ChatGPT from a list in Google Sheets" is a business workflow that streamlines the creation of guidance emails for customers and team members.
■Recommended for
■Benefits of using this template
Perfect for those who want to organize data like survey responses or meeting minutes. Whenever a new row is added in Google Sheets, ChatGPT can summarize the content and automatically add the key points to your Google Sheets. This can help you stay on top of key information :)
■Overview
This is a flow where a summary is generated by ChatGPT and added to Google Sheets whenever a row is added to Google Sheets.
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 Sheets for business
・Those who manage meeting minutes and reports in Google Sheets
・Customer support representatives who want to efficiently organize inquiries and reviews
・Those who regularly collect and analyze news articles and reports
2. Those who use ChatGPT for business
・Those who handle large amounts of text data daily and want to improve the efficiency of summarization tasks
・Those who want to smoothly share summarized content among team members
■Benefits of using this template
By implementing this flow, summaries based on information added to Google Sheets are generated by ChatGPT and automatically updated in Google Sheets.
Manual transcription is no longer necessary, allowing personnel to allocate time to other important tasks.
Additionally, by utilizing ChatGPT, summaries that adhere to specified standards and formats are generated, and the content can be smoothly shared among stakeholders.
■Notes
・Please integrate both Google Sheets and ChatGPT with Yoom.
・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval may vary depending on the plan.
Let's walk through how to set up a flow that automatically composes an email using ChatGPT based on the data based on a Google Sheet.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
⚠️ Note: To run ChatGPT (OpenAI) actions, you’ll need a paid OpenAI API plan. Make sure you have your payment set up ready for smoother transactions when the API usage fees are incurred. For more details, visit OpenAI API Pricing.
■Overview
The flow of "Automatically generating and sending guidance emails using ChatGPT from a list in Google Sheets" is a business workflow that streamlines the creation of guidance emails for customers and team members.
■Recommended for
■Benefits of using this template
After logging into Yoom, go to "My Apps" from the left side menu, and click the "+ Add" button.
Search using the app name and select it to register the app in Yoom.
Search for Google Sheets from the app list and select it.
Click on "Sign in with Google".
Select the account you want to connect to, then click "Continue".
Search for ChatGPT in the app list and select it.
Enter the account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, you need to create and obtain the API Secret key.
First, log in to the OpenAI API platform.
Then click the gear icon at the top right → API Keys in the left menu → Create new secret key at the top right in order.
Set each item and create the Secret key.
Copy the displayed Secret key and save it in a secure location.
‼️ Once you leave this screen, you will not be able to view the key.
Paste it into the AccessToken field, and click "Add".
Click the "Try It" button to copy the pre-built template into your project.
■Overview
The flow of "Automatically generating and sending guidance emails using ChatGPT from a list in Google Sheets" is a business workflow that streamlines the creation of guidance emails for customers and team members.
■Recommended for
■Benefits of using this template
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Click on the trigger action labeled "When a row is added".
Give your trigger a title (optional).
Check if the setup is correct, and click "Next".
Set your trigger interval (frequency of sync) to how frequently Yoom checks Google Sheets for updates.
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Select the Spreadsheet ID from the displayed options.
For this example, we will set the table range as below.
For the Column with Unique Values, select a column that contains no duplicate values, such as email addresses or IDs. This column will act as the "unique key" for your data.
📚 Reference: For more details on how to set the table range, you can refer to this guide.
👇 This is the Google Sheet file we are using for this example.
Click "Test" and if successful, your retrieved value will get updated.
Make sure you save :)
Next, click on the action labeled "Generate Text".
Give your action a title (optional).
Check if your account info is correct, then click "Next".
Click on the input field to display data retrieved from Google Sheets as names or phone numbers. You can use these dynamic values to create your instruction. Using the retrieved values will create personalized messages that change each time the flow is triggered. Avoid entering fixed text in the message content, as it will generate the same way every time.
📚 Reference: For more details on retrieved values and how to set it up, see the guide here.
Settings like temperature and maximum token count are optional, so feel free to adjust them as needed. Refer to the annotations for guidance when modifying these settings.
This is the final step :) Click on the action labeled "Send Email".
Click the input field to quote information retrieved from Google Sheets as shown in the screen below.
Then, insert the response generated by ChatGPT into the body as shown below. Once set, click "Next" to preview the email.
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That’s it!
Your Flowbot is complete!
You can also go the other way around, send ChatGPT data to Google Sheets.
When an email is received, ChatGPT will process the content and automatically add it to Google Sheets. Perfect for quickly organizing inquiry emails without missing any key details :)
■Overview
This flow involves conversing with ChatGPT based on the content of an email when it arrives and recording the details in a Google Spreadsheet.
■Recommended for
1. Those who handle multiple tasks at once, such as inquiry responses and information dissemination
・Customer service department personnel handling customer inquiries
・Managers in charge of overseeing companies with many branches
・Professionals such as social insurance labor consultants or tax accountants with advisory contracts
2. Those looking to reduce manual input tasks by utilizing AI technology
・Individuals who want to save effort in information search and data analysis using ChatGPT
・Office managers interested in workflow automation
3. Those who want to reduce manual input tasks and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Office staff looking to improve data accuracy
■Benefits of using this template
・By automatically creating a Google Spreadsheet with the conversation content from ChatGPT, you can reduce manual work and improve operational efficiency.
・By transcribing the content to a Google Spreadsheet using ChatGPT, you can later edit or add to the responses on the spreadsheet. Additionally, by adding operations, you can create email responses or share the response content elsewhere.
■Important Notes
・Please integrate both ChatGPT and Google Spreadsheet with Yoom.
・Using ChatGPT or OpenAI's API may incur additional costs payable to OpenAI. Please check OpenAI's official website for details.
・AI operations are features available only in the Team Plan and Success Plan. In the case of Free Plan or Mini Plan, the operations set in the flow bot will result in errors, so please be aware.
・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).
When a form is submitted, use ChatGPT to categorize the response (e.g., Product questions, price inquiries) and save it in Google Sheets. Perfect for efficiently sorting and tracking various types of inquiries.
■Overview
When a survey response is submitted to the Yoom form, ChatGPT is used to categorize the response type and add the information to a Google Spreadsheet.
This allows for centralized discrimination and data accumulation based on the form responses.
■Preparation
・Pre-registration (integration) with the app to be used is required. Below is a reference guide for integration.
※ There may not be a detailed guide available for apps that can be integrated simply. https://intercom.help/yoom/ja/collections/3041779
・Prepare a spreadsheet in advance to accumulate application information.
※ The spreadsheet used for accumulation (view-only access. Please copy if you wish to use it.) https://docs.google.com/spreadsheets/d/1bluRKYuqY7oMyXdaQN3HezyanrlLJaYzryrUg-lS4pk/edit#gid=0
■Creation Method
① Select the form trigger, configure the settings below, and save.
・Each question item: Set necessary items such as name, contact information, and question content for the form.
・Acquired values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※ For detailed form settings, please refer here. https://intercom.help/yoom/ja/articles/8009267
② Press the + mark under the trigger, select ChatGPT from the operations to integrate with the app, configure the settings below, and test/save.
・Action: Converse.
・Message content: Embed the inquiry content obtained in ① and instruct the following judgment.
・Role: Select the ChatGPT response role.
※ The default is user setting
・Temperature: Specify a value between 0 and less than 2. A higher value like 0.8 increases randomness, while a lower value like 0.2 makes it more focused and deterministic.
・Maximum token count: The maximum number of tokens allowed for the generated response. The default is 4096 tokens.
・Model: Select the ChatGPT AI model.
※ For embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528
※ {{Inquiry content}}: Please review this text and determine "Sales" if it is sales-related, "Question" if it is question-related, and "Potential Spam" if it seems like spam.
③ Press the + mark, select Google Spreadsheet from the operations to manipulate the database, configure the settings below, and test/save.
・Execute action: Add a record.
・Spreadsheet ID: Click the field and select the pre-prepared spreadsheet from the options.
・Spreadsheet tab name: Click the field and select the target sheet from the options.
・Table range: Enter the target range including column names. In this example, it is set as A1:E.
・Values of the record to be added: Embed the output obtained in ① and the judgment result obtained in ② corresponding to the displayed column names.
※ For the definition of the Google Spreadsheet table range, please refer here. https://intercom.help/yoom/ja/articles/8703465
■Notes
・The use of ChatGPT/OpenAI API is paid. Depending on your OpenAI plan, it may not be available, so please check your plan in advance. https://intercom.help/yoom/ja/articles/8687581
You can try out more automations using ChatGPT and Google Sheets with Yoom. Here are some more examples you can explore for your next automation.
■Overview
In this workflow, you can automatically create corresponding records in Notion simply by adding a new row in Google Sheets. This automation eliminates the hassle of manual data entry and double management, ensuring consistency of information.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This flow retrieves information when an event is added to a Google Spreadsheet and registers the event in Google Calendar as well.
■Recommended for
・Those who use Google Spreadsheets and Google Calendar
・Those who synchronize Google Spreadsheets and Google Calendar using GAS
・Those who want to efficiently link Google Spreadsheets and Google Calendar to improve work efficiency
■Benefits of using this template
・Information is added to Google Calendar along with the registration of information in Google Spreadsheets, reducing manual operations.
・It also prevents omissions in adding to the calendar.
■Notes
・Please link Google Spreadsheets, Google Calendar, and Yoom.
・It is necessary to connect Google Spreadsheets and the Yoom database via Data Connect. Please refer to the following for details.
■Overview
This is a flow that notifies Slack when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage tasks using shared sheets within the department
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Team members responsible for creating channels for each project to share information
■Benefits of using this template
Google Spreadsheets allow multiple people to edit a sheet simultaneously, making it an effective tool for smooth business operations.
By using Slack in conjunction, you can improve the accuracy of information within the team.
However, manually notifying each row update increases the risk of human error.
This flow is effective for those who want notifications every time Google Spreadsheet data is updated.
When information is updated in Google Spreadsheets, it automatically sends a notification to Slack based on the updated content, preventing errors from manual input.
Additionally, it allows for quick information sharing within the team by notifying immediately after an update.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
■Overview
This is a flow that sends an email via Gmail when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who organize tasks using Google Spreadsheets
・Project leaders managing project tasks
・Those who organize and share daily tasks using Google Spreadsheets
2. Those who use Gmail as a means of business communication
・Teams that conduct daily business communication via Gmail
・Those who want to automate notifications of additional information in Google Spreadsheets
■Benefits of using this template
Google Spreadsheets are suitable tools for task management as they allow collaborative editing.
However, even if there are updates in Google Spreadsheets, there is a possibility that team members may not notice, leading to misunderstandings.
This template can automatically send an email via Gmail when a row is updated in a Google Spreadsheet.
By sending emails from Gmail, it becomes easier to grasp the update details, allowing the team to unify their understanding and proceed with tasks efficiently.
Additionally, since email sending from Gmail is automated, it is possible to prevent human errors such as missed emails or incorrect recipients.
■Notes
・Please integrate both Google Spreadsheets and Gmail with Yoom.
■Overview
This flow registers responses to a Google Spreadsheet when there is a response to a Google Form.
Normally, when a response is submitted to a Google Form, data is added to a specified Google Spreadsheet. However, with this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script.
Additionally, it saves the effort of repeatedly entering data, allows for smoother business operations, and automatically adds records to Google Spreadsheets easily, eliminating any gaps or omissions in information management.
■Notes
・Please integrate both Google Form and Google Spreadsheet with Yoom.
■Overview
The flow of "Organizing, summarizing, and updating meeting minutes created in Notion with ChatGPT" is a business workflow that streamlines the creation and management of meeting minutes.
It reduces the burden of creating minutes and enables efficient information sharing.
■Recommended for those who
■Benefits of using this template
By automating the organization and summarization of meeting minutes, you can reduce the time spent on manual tasks.
Since the updating of minutes is completed within Notion, information is no longer dispersed, making it easy to verify.
Additionally, ChatGPT's summarization prevents the omission of important points and allows for efficient organization of the content of the minutes.
■Overview
This is a flow where a message posted on Discord triggers ChatGPT to generate a response.
This workflow, functioning as a Discord FAQ Bot, is expected to make community management more comfortable.
■Recommended for
■Benefits of using this template
As interactions on Discord increase, manually handling all of them becomes challenging. Efficient solutions are especially needed for handling FAQs and routine questions.
By utilizing this workflow, ChatGPT automatically generates appropriate responses when a message is posted, allowing for smooth replies. This automation reduces the burden on administrators.
Additionally, server administrators can focus on other important tasks, and users can receive prompt responses.
■Overview
The workflow "Extract and manage necessary information from received Gmail content using ChatGPT" is a business workflow that achieves efficiency in email processing and automation in data management.
Manually extracting necessary information from the large volume of emails received daily in Gmail is time-consuming and labor-intensive.
By utilizing this workflow, you can automatically analyze and extract email content received in Gmail using ChatGPT, and manage the necessary data.
This reduces manual workload and improves the accuracy and efficiency of data management.
■Recommended for
■Benefits of using this template
By extracting and managing necessary information from received Gmail content using ChatGPT, you can eliminate the hassle of manual input.
Additionally, since the extracted information is reflected, you can always keep track of the latest data.
Automation prevents human errors in data entry and information management, and also improves data accuracy.
■Overview
This workflow allows for seamless organization and sharing of information by automatically summarizing received emails with ChatGPT and recording the organized information in Notion. This automation enables accurate understanding of important email content and simplifies information sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow where a summary is generated by ChatGPT and added to Google Sheets whenever a row is added to Google Sheets.
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 Sheets for business
・Those who manage meeting minutes and reports in Google Sheets
・Customer support representatives who want to efficiently organize inquiries and reviews
・Those who regularly collect and analyze news articles and reports
2. Those who use ChatGPT for business
・Those who handle large amounts of text data daily and want to improve the efficiency of summarization tasks
・Those who want to smoothly share summarized content among team members
■Benefits of using this template
By implementing this flow, summaries based on information added to Google Sheets are generated by ChatGPT and automatically updated in Google Sheets.
Manual transcription is no longer necessary, allowing personnel to allocate time to other important tasks.
Additionally, by utilizing ChatGPT, summaries that adhere to specified standards and formats are generated, and the content can be smoothly shared among stakeholders.
■Notes
・Please integrate both Google Sheets and ChatGPT with Yoom.
・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval may vary depending on the plan.
By integrating Google Sheets with ChatGPT, it seems we can significantly reduce the effort required to create emails!
Based on the list registered in Google Sheets, ChatGPT can automatically create and send out informational emails.
This eliminates the need to create emails one by one, improving both the speed and accuracy of operations.
Manual errors can also be prevented, allowing for confident operation.
The setup is easy with no coding required!
By utilizing templates, anyone can quickly build the integration flow.
Why not take this opportunity to combine Google Sheets and ChatGPT to make your operations run more smoothly?
