If you have data you want to check at a fixed time every day, such as "I want to check the team's schedule every morning" or "I want to check what kind of inquiries came in before leaving work," let's link Google Sheets and Microsoft Teams! If you've been regularly opening Google Sheets to check, this integration will eliminate that hassle.
This is a potentially useful integration for team leaders, customer support staff, and sales personnel who check sales figures.Since it can be set up with no code, please take this opportunity to try it out!
Recommended for
Those who are considering improving work efficiency with Google Sheets and Microsoft Teams.
Those who want to notify Microsoft Teams of records in Google Sheets where the date is today.
Those who want to link Google Sheets and Microsoft Teams to prevent oversights in responses.
For those who want to try it now
This article introduces a linking method using the no-code tool "Yoom." Difficult settings or operations are not required, and even non-engineers can easily implement it. You can start right away from the template below, so please give it a try!
Retrieve records from Google Sheets that correspond to today's date and send a batch notification to Microsoft Teams every day.
How to Create an Integration Flow Between Google Sheets and Microsoft Teams
Now, let's create a flow bot that retrieves records from Google Sheets that match today's date and sends a batch notification to Microsoft Teams daily.
Instead of creating a flow bot from scratch, you can use a template where the flow is already set up as shown in the image above, allowing you to create a flow bot quickly! Once you've completed your registration with Yoom, click on the banner below to proceed.
Retrieve records from Google Sheets that correspond to today's date and send a batch notification to Microsoft Teams every day.
Next, let's integrate Yoom with each app. This is called "My App Integration". Integrating Google Sheets and Microsoft Teams with My App is very easy!
My App Settings
Click on the template banner, and you'll find a "Try this template" button at the bottom of the screen. Click it. This will take you to a page called "My Projects". From the menu on the left side of the screen, select "My Apps"! ↓ Let's start by integrating Google Sheets with My App. Click on "Create New" at the top right! Enter "Google Sheets" in the search box, and when the Google Sheets icon appears, click it!
Select Account page: Click on the Google account with the Gmail address you want to integrate with Yoom! Next, you'll be taken to a page called "Login to Yoom", so press Next. Finally, if a page appears saying "Yoom is requesting additional access to your Google account", just press Continue, and you're good to go! ↓ Let's proceed to integrate My App with Microsoft Teams. If you're already logged into Microsoft 365, the integration will be completed quickly, so we recommend logging in beforehand. ↓ Just like before, enter "Microsoft Teams" in the search box and click the Microsoft Teams icon... and the integration is completed without any screen transition!
※ If you are not logged in, a login screen will appear, and the integration will be completed once you log in.
※ Microsoft 365 (formerly Office 365) has both personal and business plans (Microsoft 365 Business), and if you are not subscribed to the business plan, authentication may fail.
With this, the integration of Google Sheets and Microsoft Teams with My App is complete! Now that the two apps are integrated with Yoom, let's proceed to set up the Flow Bot next.
The Flow Bot setup consists of three steps!
Schedule Trigger Setup
From My Projects on the left side of the screen, click on "Retrieve records from Google Sheets that match today's date and notify Microsoft Teams daily"! Press Edit at the top right.
↓
Press the schedule icon "When the specified schedule is reached" to move to the above page. Select the day of the week you want to send Google Sheets data to Microsoft Teams. Specify the time for sending in the red-framed section.
Once completed, press Save at the bottom of the screen to finish setting up the schedule trigger!
Google Sheets Setup
First, prepare the Google Sheets you want to integrate with Microsoft Teams and pre-enter the items.
This time, we created a Google Sheet to accumulate inquiry content as shown in the image. Once the Google Sheet is created, proceed to the next step. ↓ Press the Google Sheets icon "Retrieve multiple records (up to 10)".
Check if the account information for integration is correct, and also confirm if it matches the settings shown in the image. ↓
Scroll down and select the spreadsheet ID. First, enter the spreadsheet ID.
Click inside the box, and a list will be displayed as shown in the image. Select the Google Sheet you want to integrate with Microsoft Teams.
Next, click inside the box just like with the sheet ID and specify the tab. For other required fields, they depend on the prepared Google Sheet, so enter them according to the content of the Google Sheet. Once entered, press Next.
↓
Fill in the conditions for the records you want to retrieve. This time, we will retrieve records that match today's date from the information added to Google Sheets, so set it as shown in the image. ↓ Once the boxes are filled, press Test below, and if "Test Successful" is displayed in blue, press Save. The Google Sheets setup is complete!
Microsoft Teams Setup
Press the Microsoft Teams icon "Send a message to a channel". Thanks to using the template, the necessary fields are already filled in, so just check if the account information is correct.
Press Next.
↓
Set the team ID and channel ID. Just like with Google Sheets, click inside the box and select from the suggestions. ↓
The next setting is the last one! Let's decide on the content to notify Microsoft Teams.
Click inside the box, and when you press the Google Sheets icon "Retrieve multiple records (up to 10)", the content of the Google Sheets you sent in the test earlier will be displayed.
Click to add the content you want to notify!
↓
This time, we set it up as shown in the image! Adding colons (":") and other elements to make it easier to read is a tip. Feel free to imitate it!
Press Test, and if "Test Successful" is displayed in blue, save it.
This concludes the integration of Google Sheets and Microsoft Teams. Well done! Yoom offers many other Flow Bot templates, so be sure to check them out.
Retrieve records from Google Sheets that correspond to today's date and send a batch notification to Microsoft Teams every day.
Other Automation Examples Using Google Sheets and Microsoft Teams
In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Google Sheets and Microsoft Teams.
If you find something interesting, please give it a try!
Automation Examples Integrating Google Sheets and Microsoft Teams
It is possible to set up integrations such as notifying Microsoft Teams when a row is added to Google Sheets or when a row is updated in Google Sheets. Additionally, you can add content posted in a specific room in Microsoft Teams to Google Sheets.
Add content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
■Overview This workflow allows you to automatically create a corresponding record in Notion just by adding a new row in Google Sheets. This automation eliminates the need for manual data entry and double management, maintaining consistency of information. With Yoom, you can easily connect apps without programming.
■Recommended for ・Those who use Google Sheets and Notion regularly and spend time on manual data entry ・Project managers who want to streamline team information sharing and update data without omissions ・Business owners who want to prevent errors from double data management and improve work accuracy ・IT personnel in companies interested in business automation through IT tool integration and considering implementation ・Freelancers or sole proprietors who need to regularly reflect data in Notion and want to save effort ・All business professionals looking to review and streamline their current workflow
■Notes ・You need to connect Google Sheets and Notion to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The 'When a row is added in Google Sheets, create an Airtable record' flow is a business workflow that streamlines daily data management tasks. For example, when the sales team adds new customer information to a spreadsheet, that data is automatically reflected in Airtable. This integration reduces the effort and errors of manual data entry and enables accurate information sharing. As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.
■Recommended for ・Teams or individuals who regularly use Google Sheets and Airtable ・Business professionals who want to reduce data entry effort and improve work efficiency ・Administrators who want to prevent human errors associated with manual data integration ・Those who want to centrally manage information across multiple tools and automate business processes ・Those interested in leveraging Yoom to automate business workflows ■Notes ・Please connect both Google Sheets and Airtable with Yoom. ・For the trigger, you can choose a polling interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum polling interval varies by plan.
This is a flow to store survey results received in Gmail into Google Spreadsheet.
■ Notes ・Please connect both Gmail and Google Spreadsheet with Yoom. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan. ・AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations of the flow bot you set will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations).
This is a flow to store survey results received in Outlook into Google Sheets.
■Notes ・Please connect both Outlook and Google Sheets to Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval may vary depending on your plan. ・Microsoft365 (formerly Office365) has home plans and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・AI operations are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flowbot will result in errors, so please be aware of that. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■Overview Isn't it a tedious task to manually check and transcribe inquiries and survey responses collected via Google Forms into Microsoft Teams each time? This task can also lead to issues such as missed responses and delays in sharing. By utilizing this workflow, you can automatically notify a specified Microsoft Teams channel of the content when a response is submitted to Google Forms, solving these information-sharing issues.
■Recommended for ・Those who want to quickly share inquiries and requests received via Google Forms with their team ・Those who feel challenged by missed notifications and delays in response due to manual information sharing ・Those who want to automate the confirmation and transcription of form responses to improve work efficiency
■Notes ・Please link both Google Forms and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133 ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview ・When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes ・Please integrate both Jira Software and Microsoft Teams with Yoom. ・For the method of integrating Jira Software with My Apps, please refer to the following. https://intercom.help/yoom/en/articles/5700600 ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The "workflow of notifying transcript and summary to Microsoft Teams after Google Meet meeting ends" automates the creation and sharing of meeting minutes after a meeting ends. Utilizing Yoom's API integration, AI, OCR, and RPA features, it swiftly and accurately transcribes and summarizes the Google Meet content, then automatically posts it to Microsoft Teams.
■Who We Recommend This Template To ・Frequent Google Meet users who spend a lot of time creating meeting minutes afterward ・Business users who want to quickly share meeting content on Microsoft Teams ・IT personnel looking to utilize API integration and automation to streamline business processes ・Project managers seeking accurate meeting minutes ・Executives who want speedy information sharing within teams
■Notes ・Make sure to integrate each of Google Meet, Google Drive, and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has both consumer and business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan. ・AI operations for OCR or speech transcription are available only with the Team Plan and Success Plan. If you use the Free Plan or Mini Plan, operations of the configured flow bots will result in an error, so please note that. ・Paid plans like the Team Plan or Success Plan come with a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
This flow automatically transcribes and summarizes the meeting content and notifies Microsoft Teams of the transcription results when a Zoom meeting ends.
Benefits of Integrating Google Sheets with Microsoft Teams
1. Send Google Sheets Data to Microsoft Teams at a Specified Time!
At the specified time, it becomes possible to automatically send Google Sheets data to Microsoft Teams!
For example, even if you check tomorrow's schedule at the end of the day but shut down your computer without confirming it, setting up notifications to be sent to Microsoft Teams at a designated time might help reduce such oversights. Moreover, since Microsoft Teams can be installed on smartphones, you can check Google Sheets data even when you're on the go!
2. Save Time!
Have you ever opened Google Sheets to check if there are any tasks due today, only to find nothing? Checking Google Sheets itself isn't that difficult, but when this happens, many people might feel like they've wasted their time. By integrating Google Sheets with Microsoft Teams, you only need to pay attention to notifications from Microsoft Teams, allowing you to use your time more effectively.
Conclusion
When managing a project, data management is essential. However, checking multiple data sources each time can be burdensome. That's when you should integrate Google Sheets with Microsoft Teams to automatically retrieve and notify data! This should help reduce your workload and save time.
Take this opportunity to try app integration without any coding!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
.avif)
