How to integrate Google Sheets with Mem to create a new note in Mem when a row is added in Google Sheets
How to Integrate Applications
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2024/12/12
How to integrate Google Sheets with Mem to create a new note in Mem when a row is added in Google Sheets
k.ueno
Google Sheets is an easy-to-use business tool for organizing information. By using Yoom to integrate Google Sheets with Mem, you can streamline your information management tasks. This article explains how to automatically create a new note in Mem when a row is added in Google Sheets. This automation can eliminate the hassle of manual data entry, improving the accuracy and speed of your work.
Recommended for
・Those aiming to streamline task management and progress tracking ・Those facing challenges in organizing and sharing evaluation records ・Team leaders who want to prevent errors in information sharing during meetings ・Managers considering the introduction of business automation through API integration of IT tools ・Those using Google Sheets and Mem who want to integrate the apps for greater work efficiency
Benefits and Examples of Integrating Google Sheets and Mem
1. Streamlining Task Management
Every time a row is added in Google Sheets, a new note is automatically generated in Mem, eliminating the need for cross-app tasks. For example, when launching a project, if you enter the overview in Google Sheets and manage tasks in Mem, the information is added to Mem just by entering it in Google Sheets, making it easier to organize deadlines, priorities, etc. Team members might be able to check task progress at a glance without the hassle of confirmation work.
2. Simplified Information Management
If a note is automatically created in Mem when progress data is entered in Google Sheets, it becomes easier to check detailed information. For instance, in a scenario where the HR team needs to review past interview data and evaluations during employee interviews, managing HR data in Google Sheets and organizing information in Mem can be beneficial. With this automation, information from Google Sheets can be quickly reflected in Mem, allowing for smooth organization of items needed for interviews. By using AI in Mem to organize information and conducting interviews with ample preparation, the accuracy of HR tasks might improve.
3. Accurate Information Sharing
By simply adding information in Google Sheets, the content is reflected in Mem, allowing for accurate information sharing. For example, by adding meeting topics or agendas to Google Sheets, meeting notes are automatically created in Mem without the hassle of transcription work. The risk of input errors or incorrect information sharing is reduced, allowing employees to attend meetings with confidence, potentially increasing company productivity.
Now, let's create a flowbot using the template "Create a new note in Mem when a row is added in Google Sheets".
[What is Yoom]
How to Create a New Note in Mem When a Row is Added in Google Sheets
This can be achieved by automatically reflecting the information added in Google Sheets directly into Mem's notes after a row is added. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.
The work until the flow is completed proceeds as follows.
・Integrate Google Sheets and Mem as My Apps ・Copy the template ・Set triggers in Google Sheets and configure Mem ・Turn on the trigger and confirm the actual activation
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
・Connect Google Sheets and Mem to My App
(1) First, connect Google Sheets to My App. After logging into your Yoom account, click "My Apps" on the left panel and search for Google Sheets from "New Connection".
Search for the Google Sheets app icon and click on it.
(2) Click "Sign in with Google" to proceed to the account selection screen, and choose the account you want to connect from the management accounts on the right. After selection, proceed to the sign-in screen and complete the authentication. The first Google Sheets connection is now complete.
(3) Next, connect the Mem app. Just like registering Google Sheets to My Apps, select Mem.
(4) After entering the "Account Name" and "Access Token", click "Add". After clicking [Add], you will be taken to the My Apps screen of your Yoom account with the two apps added. Now, the two apps are connected to your Yoom account.
・Copy the Template
After confirming that the new connection of the target app is complete in your Yoom account, click the icon for "Try this template" below.
To copy the template, click the "OK" button.
Move to the "My Projects" screen of your Yoom account and check the template content.
There are three setup flows.
・Google Spreadsheet Trigger Setup
(1) First, set up the Google Spreadsheet app trigger.
From the My Projects on the left side of your Yoom account screen, click "【Copy】Create a new memo in Mem when a row is added in Google Spreadsheet".
After clicking, the template content will be displayed as shown in the screen below.
(2) First, click on the trigger "When a row is added".
(3) Enter the account information to be linked and click [Next]. On the next screen, enter information such as "Trigger Interval" and "Spreadsheet ID". Select any of the following for "Trigger Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *Note that the trigger interval varies depending on the plan.
(4) For the "Spreadsheet ID" and "Sheet ID" fields, click the input bar to expand the information obtained from the account as "candidates" as shown in the screen below. Let's also utilize this information.
(5) After entering the information, click [Test], and if there are no issues, click [Save]. In this step, you can obtain information as output as shown below. The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations.". (*For Mem's memo creation and re-display date settings, which are in "ISO 8601 format", you need to input in the specified format or perform conversion using functions in Google Spreadsheet.)
When setting Google Spreadsheet as an app trigger, be sure to check this page in advance regarding the behavior during testing.
・Mem Setup
(1) Next, click the second action "Add Content to Mem".
(2) Enter the account information to be linked and click [Next].
(3) On the next screen, set the "Content" and "Is Read" fields. Click the input bar to select the output. As an example, below is a setting where the output [Content] obtained from the previous step is quoted and set.
(4) "Is Read" and "Is Archived" can be set from the dropdown menu.
(5) After entering the information, click [Test], and if there are no issues, click [Save].
(6) Finally, click the third action "Update Record".
(7) On the next screen, confirm that the Google Spreadsheet account information is entered. Scroll down to find the "Database Integration" section and enter the relevant information. You can expand the information obtained from the linked account as "candidates", so make use of this as well.
(8) After entering the information, click [Next].
(9) On the next screen, set to retrieve records that match the conditions from the specified table in Google Spreadsheet and update the value of the top record in the response result. As an example, for "① Condition of the record you want to update", specify 'No.' for the record you want to update, set the condition to 'Equal', and set the information that matches the condition to 'No.' (using output).
(10) Next, set "② Value of the record after update". The value set in "① Condition of the record you want to update" will be updated to the value set here. Click the input bar and set the relevant information. As shown in the screen below, you can also use the output.
(11) After entering the information, click [Test], and if there are no issues, click [Save]. This completes the setup.
・Turn on the Trigger
By clicking the red frame part "Turn on the Trigger" on the screen below, the flow bot will start automatically.
Here is the template used this time
Other Automation Examples Using Google Sheets
Here are some other examples of automation using Google Sheets available on Yoom.
Add Content to Existing Mem Notes When a Row is Added in Google Sheets
This flow automatically adds information registered in Google Sheets to existing Mem notes. You can automatically sync information such as additional project details, meeting minutes, and daily activity reports to Mem whenever there is progress in your tasks. This eliminates the need for manual entry, reducing work time and preventing input errors and omissions.
Create a contact in HubSpot when a row is added in Google Sheets
This is recommended for those who are integrating data collected in Google Sheets with other tools. It streamlines manual tasks and synchronizes data between tools, making it possible to seamlessly integrate data even when different departments use separate tools.
Add a Task to Asana When a Row is Added in Google Sheets
You can automatically complete the registration of information to Asana by referencing the entries in Google Sheets. By automating the registration process, you can complete registrations between different tools without waiting for manual work, facilitating smooth information sharing within the team. Additionally, it can save the effort and time of manual work, potentially leading to increased productivity for the company.
Summary
The integration of Google Sheets and Mem introduced in this article serves as a powerful means to enhance work efficiency and ensure accurate information management. By eliminating the need for manual data entry, you can expect improvements in both speed and accuracy of operations. Implementing no-code automation may help you build a more productive environment.
We encourage you to utilize Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns.
I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly!
From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
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