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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, <span class="mark-yellow">we'll show you how this integration can transform your email handling process and boost your work efficiency</span>.
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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.
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In this guide, you'll learn the step-by-step process of how to use Yoom to <span class="mark-yellow">write an email using ChatGPT using the data stored in Google Sheets</span>.
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.
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.
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 :)
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.
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.
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. <span class="mark-yellow">Perfect for quickly organizing inquiry emails without missing any key details</span> :)
When a form is submitted, use ChatGPT to categorize the response (e.g., Product questions, price inquiries) and save it in Google Sheets. <span class="mark-yellow">Perfect for efficiently sorting and tracking various types of inquiries</span>.
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.
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?
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