・
Google Sheets is a tool widely used by many companies for easy data management and sharing.
By integrating Google Sheets with Google Chat, you can enable real-time information sharing and smooth communication within your team.
This article not only discusses the benefits of integrating Google Sheets and Google Chat but also introduces the flow of app integration using Yoom, which allows for centralized app management without any coding!
Please read to the end.
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 also start immediately using the template below, so please give it a try!
■Overview
This is a flow that notifies Google Chat when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers managing information on shared sheets
・General affairs staff who want to edit a single sheet simultaneously
2. Those who use Google Chat as their main communication tool
・Department members using it for internal communication
・Sales assistants managing information of client companies
■Benefits of using this template
Using Google Spreadsheets to manage data in one place is an effective means of sharing information within a team.
Additionally, sharing information via Google Chat can invigorate the team.
However, manually notifying information to Google Spreadsheets wastes valuable time.
This flow is suitable for those who want to immediately notify the addition of information to Google Spreadsheets.
By sending notifications to Google Chat simultaneously with the addition of content, quick information sharing within the team is achieved.
Also, by quoting the content of Google Spreadsheets in the notifications, it eliminates the hassle of manual input.
■Notes
・Please link both Google Spreadsheets and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
https://intercom.help/yoom/ja/articles/6647336
[What is Yoom]
From here, we will introduce the flow of app integration using Yoom with images!
First, log in to Yoom and select "My Apps" from the left menu.
After the screen transitions, please click "+ Add".
Select the app you want to integrate, and by logging in/signing in according to the screen, the integration will be completed. Once registration is complete, an icon will be displayed in the list of My Apps.
Click "Try it" on a template to copy it!
Now, let's get started with the setup.
First, select "When a row is added" and enter the necessary information to set it up.
Please enter the account information (email address) to be linked.
[How to Set]
Please enter the required fields and run the test.
※ Additional information about the input content is provided below the input field.
If there are no issues with the test results, scroll to the bottom of the screen and press "Save".
Then, return to the initial integration flow screen and confirm that the error mark next to "When a row is added" has disappeared.
If the error mark has not disappeared, the settings have not been configured correctly.
Next, set up "Send a message to space".
Enter the necessary information as before, enter the account information (email address) to be linked, and press "Next".
When the screen transitions, the following screen will be displayed, so fill in all the required fields: "Space ID", "Key", "Token", "Message Content". Additional information about each item is provided directly below the input fields, so please proceed while checking.
Space ID
→The string after "/space/" in the Google Chat URL is the Space ID. Example) AAAA3b8XTvw
Key
→Please enter the string after "key=" in the Webhook URL obtained from "Space Name > Manage Webhooks".
Token
→Please enter the string after "token=" in the Webhook URL obtained from "Space Name > Manage Webhooks". In doing so, please remove the trailing "%3D".
Message Content
→Please set the message content you want to send as desired.
Once you have completed entering the required fields, you can test the output by pressing "Test". If there are no issues with the results, scroll to the bottom of the screen and press "Save" to return to the initial screen.
[Notes]
・You can send messages to a specific space.
・For information on how to set it up, please refer to this manual.
・For information on how to set up mentions, please refer to this manual.
Finally, please turn ON the trigger setting next to "When a row is added".
This completes all the settings for the "Notify Google Chat when a row is added in Google Sheets" template.
Well done!
In addition to the flow introduced this time, you can achieve various business automations by utilizing the APIs of Google Sheets and Google Chat.
All of these can be used with simple settings, so if you find anything interesting, please give it a try!
You can update Google Sheets after posting on Google Chat or add the content posted in a specific room to Google Sheets.
It is also possible to convert an uploaded CSV into a new Google Sheet and notify Google Chat.
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This flow converts a CSV file uploaded to Google Drive into a new Google Spreadsheet and notifies Google Chat.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who find file storage cumbersome
・Those considering automating the manual task of converting CSV files to Google Spreadsheets
・Those who want to streamline file storage and conversion
2. Those who use Google Chat as their main communication tool
・Those seeking smooth information sharing with their team
・Those who want to efficiently notify team members about file storage and conversion
■Benefits of using this template
File conversion is a time-consuming and labor-intensive task.
By utilizing this flow to automatically convert CSV files to Google Spreadsheets, you can save the time spent on manual work.
Additionally, by notifying Google Chat after file conversion, you can efficiently share the existence of files used for business with your team.
This allows team members to quickly engage in their tasks.
This automation is expected to improve work efficiency and enhance the accuracy of data management.
■Overview
This is a flow to update the Google Sheets database with messages posted on Google Chat.
■Recommended for
1. Teams using both Google Chat and Google Sheets
・Those who want to automatically record discussions and decisions made on Google Chat in Google Sheets
・Those managing project progress and tasks using Google Chat and Google Sheets
・Those who want to reduce manual data entry and improve efficiency
2. Those collecting information on Google Chat and analyzing data on Google Sheets
・Those who want to conduct surveys and gather opinions on Google Chat and automatically compile the results in Sheets
・Those who want to visualize collected data in real-time to aid in analysis
■Benefits of using this template
・It eliminates the need to manually transcribe Google Chat messages into Google Sheets, significantly saving time.
・Since posts on Google Chat are reflected in Google Sheets in real-time, you can always keep track of the latest information.
■Notes
・Please link both Google Chat and Google Sheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer here. https://intercom.help/yoom/ja/articles/6647336
By automating the task of transcribing messages, you can prevent human errors and improve work efficiency.
■Overview
This is a flow to add content posted in a specific room on Google Chat to a Google Spreadsheet.
■Recommended for
1. Those who use Google Chat as a means of communication with team members
・Projects that utilize Google Chat as the main communication tool
・Members who report task progress on Google Chat
2. Those who use Google Spreadsheets with their team
・Those who manage task progress with Google Spreadsheets
・Those who want to streamline the process of transferring data to Google Spreadsheets
■Benefits of using this template
When reporting progress via chat tools, information can get buried, making it cumbersome to search.
When managing progress with Google Spreadsheets, it is inefficient and time-consuming to manually transfer content from Google Chat.
This template is suitable for those who want to manage Google Chat posts by transferring them to Google Spreadsheets.
By using this template, you no longer need to manually transfer post content, making progress management easier.
Google Spreadsheets can also be used to create reports, allowing you to visualize project progress for team members.
■Notes
・Please integrate both Google Chat and Google Spreadsheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
■Overview
This is a flow that adds content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
■Recommended for
1. Those who communicate daily using Microsoft Teams
・Administrative staff who share information on Microsoft Teams
2. Those who manage work using Google Spreadsheets
・Management department staff who manage information on Google Spreadsheets
■Benefits of using this template
If you are manually transferring data to Google Spreadsheets, there is a possibility of human errors such as transcription mistakes or omissions.
Moreover, manual transcription takes time away from tasks that should be prioritized, making it inefficient.
This template allows you to automatically append content posted on Microsoft Teams to a Google Spreadsheet.
By automating the transcription process, you can prevent human errors and improve work efficiency.
■Notes
・Please integrate both Microsoft Teams and Google Spreadsheets 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.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・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).
By extracting the received content and adding it to Google Sheets, it becomes possible to centrally manage important information from emails.
■Overview
This is a flow to extract and add Gmail content to Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Gmail as a business tool
・Those who want to manage the content of regularly received emails but are spending too much time on manual processing
・Those who want to organize email content to efficiently share and analyze data
2. Those who utilize Google Sheets for business
・Those who are compiling information in Google Sheets but find manual data entry cumbersome
・Those who want to automatically add specific email content to Google Sheets to streamline operations
■Benefits of using this template
By extracting content received in Gmail and adding it to Google Sheets, you can centrally manage important email information.
This reduces the time spent on overlooking or organizing information.
Moreover, since data filtering and aggregation can be easily performed on Google Sheets, operational efficiency is improved.
Additionally, as multiple team members can access it simultaneously, information sharing becomes smoother, enhancing overall team collaboration.
By using this flow, you can also prevent manual transcription errors, improving the accuracy of information and achieving reliable data management.
■Overview
This is a flow that extracts information received in Outlook using AI and adds it to Google Sheets.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who want to quickly reflect information received via email in other tools
・Those who receive a large number of emails and find it cumbersome to check the content and extract necessary information
2. Those who use Google Sheets for business
・Those who use Google Sheets for recording and managing information
・Those who want to smoothly share information and improve the overall work efficiency of the team
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically sync it to Google Sheets.
Manual tasks such as email checking, information extraction, and transcription are reduced, which alleviates the burden on the person in charge and shortens work time.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall work efficiency of the team.
You can freely customize the extraction content according to business purposes, such as routine reports, inquiries, or application information based on a format.
This is a flow bot that allows you to delete registered information when a row is updated in Google Sheets.
■Overview
This is a flow that deletes a deal in Freshsales when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Sales representatives managing deal data in Google Sheets
・Those considering digitizing their sales process starting from Google Sheets
2. Those who use Freshsales for business
・Those who want to reduce the hassle of data management and focus on sales activities
・Those who want to prevent manual errors and improve data accuracy
■Benefits of using this template
By implementing this flow, when the status in Google Sheets is updated, the deal information in Freshsales is automatically deleted.
This eliminates the need for manual work, preventing human errors such as omissions and mistakes, keeping Freshsales information up-to-date and shareable within the team.
■Notes
・Please connect both Google Sheets and Freshsales with Yoom.
・The trigger 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
This flow deletes leads in Close when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those using Google Sheets for lead management
・Those who regularly delete unnecessary leads
・Those who share Google Sheets information within their team
2. Those using Close for sales activities
・Those who want to accurately delete unnecessary leads
・Those who find syncing with Google Sheets cumbersome
■Benefits of using this template
If you regularly delete unnecessary leads from Close, there is a concern about mistakenly deleting leads due to operational errors.
Accurate work is necessary as deleting valid leads by mistake can hinder sales activities.
With this flow, you can delete leads in Close when a row is updated in Google Sheets, ensuring accurate deletion operations.
By sharing Google Sheets with team members and updating rows of leads to be deleted, you can prevent the deletion of valid leads.
Additionally, as the consistency of lead information between Google Sheets and Close improves, sales efficiency can also be enhanced.
■Notes
・Please integrate both Google Sheets and Close with 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
This flow deletes tasks in Capsule CRM when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, allowing seamless integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Those who manage tasks with Google Sheets
・Those who want to easily sync task information with other tools
・Those who want to prevent missed communication about task cancellations
2. Those who use Capsule CRM for business
・Sales or customer support personnel who track task information in Capsule CRM
・Those who want to reduce the effort of deleting tasks and lighten their workload
■Benefits of using this template
By implementing this flow, you can automatically delete tasks registered in Capsule CRM simply by updating specific items in Google Sheets.
It is useful for deleting unnecessary tasks due to project cancellations, strategy changes, duplicate registrations, or registration errors.
It helps reduce the burden of confirmation and deletion tasks and prevents forgetting to delete.
■Notes
・Please integrate both Google Sheets and Capsule CRM with Yoom.
・The trigger 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.
This saves you the trouble of transcribing Google Chat messages, saving you time.
■Overview
This is a flow that stores messages posted on Google Chat into a Microsoft Excel database.
■Recommended for
1. Teams using both Google Chat and Microsoft Excel
・Those who want to automatically record discussions, decisions, and minutes from Google Chat into Microsoft Excel
・Those managing project progress and tasks using Google Chat and Microsoft Excel
・Those who want to reduce manual data entry and improve efficiency
2. Those who gather information on Google Chat and analyze data in Microsoft Excel
・Those who conduct surveys or gather opinions on Google Chat and want to automatically compile the results in Microsoft Excel
・Those who want to analyze and visualize collected data in Microsoft Excel
■Benefits of using this template
・You can freely set the notification space, Excel file, and content to be registered, allowing customization to meet individual needs.
・It eliminates the need to manually transfer Google Chat messages to Microsoft Excel, leading to significant time savings.
■Notes
・Please integrate both Google Chat and Microsoft Excel with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer here. https://intercom.help/yoom/ja/articles/6647336
・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.
■Overview
This is a flow that registers messages posted on Google Chat as records in Salesforce.
■Recommended for
1. Sales teams and customer support teams using Salesforce
・Those who want to automatically record customer interactions and internal discussions on Google Chat in Salesforce
・Those who want to manage customer inquiries and feedback as cases or leads in Salesforce
・Those who want to reduce the manual effort of transferring information and improve operational efficiency
2. Salesforce administrators
・Those who want to strengthen the integration between Google Chat and Salesforce and make better use of Salesforce data
・Those who want to utilize Google Chat messages in Salesforce for data analysis and report creation
■Benefits of using this template
・It eliminates the need to manually transfer Google Chat messages to Salesforce, leading to significant time savings and improved operational efficiency.
・Recording interactions with customers in Salesforce makes it easier to refer to past histories, enabling more personalized responses.
■Notes
・Please integrate both Google Chat and Salesforce with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
This is a flow to update the Google Sheets database with messages posted on Google Chat.
■Recommended for
1. Teams using both Google Chat and Google Sheets
・Those who want to automatically record discussions and decisions made on Google Chat in Google Sheets
・Those managing project progress and tasks using Google Chat and Google Sheets
・Those who want to reduce manual data entry and improve efficiency
2. Those collecting information on Google Chat and analyzing data on Google Sheets
・Those who want to conduct surveys and gather opinions on Google Chat and automatically compile the results in Sheets
・Those who want to visualize collected data in real-time to aid in analysis
■Benefits of using this template
・It eliminates the need to manually transcribe Google Chat messages into Google Sheets, significantly saving time.
・Since posts on Google Chat are reflected in Google Sheets in real-time, you can always keep track of the latest information.
■Notes
・Please link both Google Chat and Google Sheets with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer here. https://intercom.help/yoom/ja/articles/6647336
By automating the transcription and summarization of messages, manual work becomes unnecessary, allowing for more efficient accumulation of information.
When new information is registered, you should be able to perform subsequent tasks smoothly by receiving a notification in Google Chat.
■Overview
This is a workflow that notifies Google Chat when new information is added to any Notion database.
The trigger is activated by registration or update in the Notion database, allowing you to create advanced flows that branch routes for registration and updates using creation and update dates.
■Notes
・Please integrate Notion and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
By automatically archiving the update history of data, you can keep a record on Google Chat of when data was added, making it easy to refer back to later.
This is particularly useful for projects involving multiple members.
It allows for clear tracking of project progress and data change history, enabling accurate decisions based on past data and enhancing transparency in operations.
Additionally, in the event of any issues or errors, quick problem resolution is possible by referring to past records.
Automating notifications not only saves the effort of sending notifications manually but also prevents missed notifications and time lags, reducing human error.
Furthermore, notifications can be customized, allowing you to set them based on specific conditions so that you only receive the necessary information.
This ensures that important information is not missed, enabling quick responses and contributing to overall speed and productivity improvement in operations.
Automating notifications also helps reduce daily work burdens, creating an environment where you can focus on more strategic tasks!
This article provided a detailed explanation with images on how to set up notifications in Google Chat when a row is added in Google Sheets.
With this automated integration, updates in Google Sheets can be instantly shared on Google Chat, preventing delays and omissions in information sharing.
It is easy to set up using Yoom, making it an ideal option for those who want to try automating tasks without coding.
We encourage you to use this article as a reference and challenge yourself to integrate Google Sheets with Google Chat!
