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For managers and project leaders, managing the deadlines of all team members' tasks in daily operations can be challenging.
It's quite a task to progress with your own work while checking the progress of team members' tasks and giving instructions.
In such times, a useful method is to integrate Google Sheets and Gmail to automatically send email notifications with instructions such as task deadlines and priorities.
This could significantly reduce the management burden.
In this article, we will introduce the benefits of integrating Google Sheets and Gmail using the no-code tool "Yoom," which can be easily set up without any specialized knowledge, and explain the integration method in detail.
Please give it a try!
This article introduces the integration method using the no-code tool "Yoom."
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start immediately using the template below, so please give it a try!
■Overview
This is a flow that sends an email via Gmail when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who manage tasks with Google Spreadsheets
・Project managers who manage project progress
・Warehouse managers responsible for managing product orders and inventory
2. Those who use Gmail for business communication
・Teams that utilize Gmail as a means of project communication
・Those who integrate Gmail with other Google tools
■Benefits of using this template
Google Spreadsheets allow for efficient information management as they can be accessed from anywhere.
However, manually sending the added content in Google Spreadsheets via Gmail each time is inefficient and time-consuming.
This template is suitable for those who want to automatically send the added content in Google Spreadsheets to Gmail.
If Gmail is your primary means of communication, you can quickly share the added content in Google Spreadsheets with your team members.
Additionally, it can be integrated with other communication tools, allowing for flexible customization according to your business needs.
■Notes
・Please integrate both Google Spreadsheets and Gmail with Yoom.
[About Yoom]
Now, let's introduce the steps to connect Google Sheets and Gmail without coding using Yoom.
The flow bot we will create this time is "Send an email via Gmail when a row is added in Google Sheets".
Preparing in advance will make the process smoother.
Yoom is a tool that allows you to implement app integrations without coding.
Issue an account from the Yoom Free Registration Page and start with the free plan. You can register in 30 seconds!
Please log in to the registered account.
1. Integrate Google Sheets and Gmail. Select the app from "Add" in My Apps.
2. Log in with the account you will use.
・For Google Sheets and Gmail, select any account on the following screen and log in.
3. Once integrated, an icon will appear in My Apps.
1. Click "Try it" from the template link below.
2. Select any workspace from the workspace list.
3. You have successfully copied the template you will use!
1. Click on "When a row is added" in the app trigger.
2. On the page to select the linked account and action, change to any title and select "When a row is added" as the trigger action.
Click Next.
3. On the API connection settings for the app trigger page, configure the following items.
※Spreadsheet ID and Sheet ID can be selected from the options.
※Please manually enter the column name for the table range and the column with unique values.
・Trigger interval: Select any time from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes ※The selectable time varies depending on the plan.
・Spreadsheet ID
・Sheet ID
・Table range (start)
・Table range (end)
・Column with unique values ※Be sure to enter a unique column. It may not work correctly if values are duplicated.
Click Test.
Once you confirm "Test successful," click Save.
1. Click on "Send Email."
2. On the email settings page, change to any title and set the email content. ※Be sure to fill in the required fields.
・To: Enter the email address of the recipient
・Subject: Enter the email title
・Body ※Use manual input and retrieved values to enter the content you want to notify.
Click Next.
3. On the email sending test page, you can check the configured email content.
If there are no issues, click Test.
Confirm "Test successful" and click Save.
The Flowbot setup is complete.
Finally, turn on the trigger to ensure the flow is active!
Yoom offers many other examples of automation using Google Sheets and Gmail, so here are a few to introduce.
All of them can be used with simple settings, so if you find something interesting, please give it a try!
These are flow bots that can link received email content to Google Sheets or issue invoices based on customer information in Google Sheets and send them via Gmail.
Additionally, when a hotel reservation form is submitted, it can be added to Google Sheets and a preliminary reply can be sent via Gmail.
You can retrieve customer information from Google Sheets at a specified date and time, send template emails with Gmail, and extract and add Gmail content to Google Sheets.
This is a flowbot that allows you to delete registered information when a row is updated in Google Sheets.
It should help reduce the risk of forgetting to delete information or retaining outdated data.
By automatically adding records to Google Sheets based on the registered information, you can eliminate the hassle of manually entering data and improve work efficiency.
■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 flow "Add a record to Google Sheets when an appointment is registered in Acuity Scheduling" is a business workflow that streamlines schedule management and centralizes data. Every time a booking is made in Acuity Scheduling, the information is automatically added to Google Sheets, reducing the need for manual data entry and making schedule management and analysis easier.
■ Recommended for
・Those who manage bookings with Acuity Scheduling and want to centralize data
・Users who want to analyze schedule data using Google Sheets
・Administrative staff who spend a lot of time on manual data entry
■ Benefits of using this template
・Automation of data entry: By integrating Acuity Scheduling with Google Sheets, booking information is automatically recorded, eliminating the need for manual entry.
・Real-time data updates: New bookings and changes are immediately reflected in the spreadsheet, allowing you to always keep track of the latest schedule.
・Ease of data analysis: Based on the aggregated data, you can easily perform calculations and create graphs in Google Sheets.
■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 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 issues from Jira Software and adds them to a Google Spreadsheet according to a specified schedule.
By using Yoom, you can easily integrate applications without the need for programming.
■Recommended for
1. Those who manage issues using Jira Software
・Leaders responsible for project issue management
2. Those who use Google Spreadsheets regularly for work
・People who share information and manage data using Google Spreadsheets
■Benefits of using this template
By integrating Jira Software with Google Spreadsheets, you can streamline issue sharing.
However, manually adding data to Google Spreadsheets can be time-consuming and may reduce productivity.
With this flow, you can retrieve issues with specific statuses from Jira Software and add them to Google Spreadsheets according to a specified schedule.
You can set any value for the status, and by adding issues other than completed ones to Google Spreadsheets, you can share pending tasks with team members.
Smooth sharing with team members allows for faster issue assignment and progress.
■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 sends a thank you email from Gmail to the purchaser when a payment is made.
When you receive an attachment in Gmail, you can automate the process of uploading the file to Google Drive and sending a notification to a chat tool.
■Overview
This is a flow that uploads Gmail attachments to Google Drive and notifies Slack.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
By managing Gmail attachments on Google Drive, you can smoothly share files with team members.
However, downloading Gmail attachments and uploading them to Google Drive is a hassle.
With this flow, when an attachment is sent to Gmail, the file upload to Google Drive and notification to Slack can be automated.
This eliminates the need for manual downloading of attachments and uploading to Google Drive, thereby streamlining file sharing.
Additionally, since you will be notified on Slack after the file is uploaded to Google Drive, information sharing can be done in a timely manner.
In project management, it's crucial to quickly notify the entire team about progress and new tasks.
By integrating Google Sheets and Gmail, you can automatically send email notifications when information is entered into Google Sheets.
This eliminates the need for manual notifications, potentially reducing work time and improving management efficiency.
By automatically sending email notifications to the entire team whenever tasks are added or changed, you can ensure smooth information sharing.
This helps team members stay updated with the latest information, potentially preventing information gaps and misunderstandings.
This time, we introduced the benefits of integrating Google Sheets and Gmail, as well as how to integrate them.
Using this integration, you can automatically notify information within the sheet, potentially making task management more efficient.
Yoom offers a wealth of other convenient features.
For example, you can easily create various workflows such as automatic notifications to chat tools and text translations!
Start with the free plan. You can easily begin from this page.
Utilize the abundant templates and experience various features!
