How to summarize content added in Google Sheets using Gemini and update it in Google Sheets

n.watanabe

Many people may find it cumbersome to grasp the key points when the content of meetings or discussions is recorded in long texts. Especially for those who want to efficiently organize information amidst a busy schedule, there is a need for a means to succinctly summarize and share information. To address these challenges, we recommend using "Google Sheets and Gemini integration" with Yoom. Through this integration, the content added to Google Sheets is organized via Gemini's summarization feature and reflected in a concise form in the spreadsheet. This allows for quick confirmation of key points in meeting records and reports, facilitating smooth information sharing among team members. In this article, we will introduce in detail how to integrate Google Sheets and Gemini and the benefits of doing so. Benefits of Integrating Google Sheets and Gemini Benefit 1: Easier Confirmation of Key Points The content added to Google Sheets is supplemented with key points by Gemini's summarization feature and organized concisely. This allows team members to quickly understand lengthy texts such as meeting contents and reports, saving them the trouble of grasping the necessary information. For example, by organizing the records of a sales meeting in Google Sheets and having Gemini summarize and reflect the main topics and decisions, other members no longer need to spend much time confirming the content. This enables smooth transition to project progress or the next tasks, significantly improving the overall work efficiency of the team. Furthermore, since the summarized information remains continuously in the spreadsheet, when reviewing past meeting contents, only the key points are summarized, allowing for quick access to the necessary information. Benefit 2: Smooth Information Sharing Among Teams By integrating Google Sheets and Gemini, data from different departments can be automatically aggregated, enabling centralized management of business data. For instance, by integrating client data managed by the sales team and survey results collected by the marketing team on the spreadsheet, it becomes a source of the latest information accessible to all stakeholders. This facilitates smooth data sharing among teams, and managers or leaders can easily confirm the progress and status of each team, making appropriate decision-making easier. Since past meeting records are also summarized and retained, they can be useful for project reviews and improvements, ensuring smooth progress of the overall workflow. How to Create a Flow for Integrating Google Sheets and Gemini Let's set up the integration of Google Sheets and Gemini using Yoom. This flow involves "summarizing the content added to Google Sheets using Gemini and updating it in Google Sheets." 1. Connect Yoom with each app in My Apps 2. Set the App Trigger (Google Sheets) 3. Summarize (Gemini) 4. Update Information (Google Sheets) With the above four steps, the flow is completed. Of course, no difficult programming knowledge is required. Click "Try it" from the banner below to proceed with the setup.

[What is Yoom]

Step 1: Connect Google Sheets and Gemini with My Apps

First, connect the apps you will use with Yoom.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the "New App Connection" window appears, search for Google Sheets and Gemini respectively.
An API key is required for connecting Gemini with My Apps. Please obtain and enter the API key from this site.

Once connected, they will be displayed in the My Apps list.

Once you have confirmed Google Sheets as well, the My Apps connection is complete.
Let's move on to setting up the flow.

Step 2: Set Up App Trigger

The initial setting is "When a row is added".
First, confirm the account information that is connected with My Apps.

If you are connected with multiple Google accounts, sometimes an unintended account may be displayed. In that case, select the correct one from the options.

The title can be edited. If necessary, make corrections, then proceed without changing the trigger action.

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Next, specify the Google Sheets to check the information and the trigger activation interval.
Select and enter each required item.

"Column with Unique Values" should be set to ensure there are no duplicate values within the same column.
In this case, since Google Sheets is set as below, "Agenda" is used as the unique value.

After entering each item, click "Test" to obtain the output.
You can retrieve the contents of the above sheet.

After confirming, click "Save" to complete the trigger setup.

Step 3: Set Up Summarization in Gemini

The next setting is "Generate Content".
On the first page, confirm the account information and edit the title if necessary, just like with Google Sheets, then proceed.

Next, select the Gemini model and set the instructions for summarizing the text.

Use the output to create a prompt.
If there are specific requirements for the summary format, provide instructions here. Once you have entered up to "systemInstruction", click "Test".

Once the output is obtained, the summarization setup is complete.

Step 4: Set Up Information Update in Google Sheets

The final setting is "Update Record".
On the first page, as before, confirm the account information and edit the title.

Scroll down to specify the sheet for updating the record.

If you want to update information within the same sheet as the initial setup, select the same one, or if you want to compile only the summary in a separate sheet, specify a different sheet.

Once entered, click "Next" to confirm the connection.
Next, set the conditions for updating the record.

Update according to the content of ② in rows that match condition ①.
In the above image, it instructs to enter "Generated Content" in the "Summary" field of the row where the "Agenda" in Google Sheets matches the "Agenda" in the output (unique value).

Once set, click "Test" to check if the summarized text by Gemini is reflected in Google Sheets.

If it is successfully reflected, all settings are complete.
Finally, turn on the trigger to activate the flow.

With this, when information is updated on Google Sheets, the reserved text will be automatically reflected.

Other Automation Examples Using Google Sheets

Here are some examples of how using Google Sheets app integration can make sales and customer management more efficient.

1. Streamline Transaction Management!

When new information is added to Google Sheets, it automatically creates transaction information in Pipedrive. As a result, the need for manual entry from Google Sheets is eliminated, allowing you to focus on sales activities.

Sales representatives can quickly access customer information, supporting smooth negotiations with app integration.

2. Automate Lead Creation!

When new data is added to Google Sheets, leads are automatically created in Pipedrive, streamlining the sales process. This helps improve the efficiency of sales activities and reduces the hassle of data entry, allowing sales representatives to focus on customer interactions, thereby enabling efficient lead management.

3. Streamline Customer Management!

This is a template that automatically reflects updated client information from Google Sheets into TOKIUM.

With automatic data integration, billing management can be conducted more accurately and efficiently. It is expected to reduce the hassle of data entry in accounting tasks and maintain consistency in operations.

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Summary

By utilizing the integration of Google Sheets and Gemini with Yoom, you can concisely summarize key information and aim to improve work efficiency. The appeal lies in the fact that no programming knowledge is required, making it easy to set up. By leveraging the integration flow of Google Sheets and Gemini, organizing lengthy records and meeting contents becomes effortless, leading to increased productivity for the entire team. Be sure to register for Yoom for free, try setting up app integration, and take the first step towards improving your work processes.

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The person who wrote this article

n.watanabe

I have been an SEO writer for 5 years and have continued to write under the motto “easy to read” and “easy to convey.” I want to bring the convenience of Yoom, which can be linked to apps without programming knowledge, to many people!