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As an indispensable tool for data management and sharing, Google Sheets is widely used in many companies.
However, for those who organize data on a daily basis, manually performing tasks at a set time can be burdensome.
Why not incorporate Yoom's app integration and free yourself from tedious tasks?
This time, we introduce a method to retrieve records on Google Sheets that match today's date and notify Slack in bulk every day.
We will explain in detail, with images, the flow of app integration using Yoom, which allows centralized management of apps without code, so 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 from the template below, so please give it a try!
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Slack daily.
■Recommended for
1. Those who use Google Sheets to manage their work
・Project leaders who manage task deadlines in Google Sheets
・Sales representatives who manage meeting schedules with clients in Google Sheets
2. Those who use Slack as their main communication tool
・Those who want to receive task reminders on Slack
・Those who want to send daily shared information in bulk to Slack
■Benefits of using this template
Google Sheets allows you to check content online, making it a suitable tool for collaboration.
However, when a team uses Google Sheets, each member needs to check the content individually, which can be cumbersome.
This template is suitable for those who want to send shared information from Google Sheets in bulk.
It eliminates the need for manual notification tasks, preventing notification omissions and enabling speedy information transmission within the team.
■Notes
・Please integrate Google Sheets and Slack with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, the "Repeat the same process" operation is required.
※The "Repeat the same process" operation is available only with the Team Plan and Success Plan.
・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 subject to restrictions.
[What is Yoom]
From here, we will introduce the flow of app integration using Yoom with images!
After logging into Yoom, select "My Apps" from the left menu.
After the screen transitions, please press "+ Add".
Enter the name of the app you want to integrate in the search box, and by following the on-screen instructions to log in or sign in, the integration will be completed.
This time, we will register "Google Sheets" and "Slack". Once registration is complete, icons will appear in the list of My Apps.
This completes the template copy.
A popup will appear, so press OK.
First, select "When the specified schedule is reached" and confirm the settings.
This time, since we want to extract the data for the day on weekdays, the settings are as follows.
If you want to change the time, please change the numbers.
Note: Minute-level specifications are not possible, so please be careful.
If there are no issues, press "Save" to return to the initial screen.
Next, select "Retrieve multiple records (up to 10)" and
enter the account information to be integrated.
Scroll down and you will find an item called "Database Integration".
Check the notes at the bottom of the input field and complete the input.
After input, press "Next".
When the screen transitions, the following screen will appear.
By setting the record conditions you want to retrieve as follows, you can retrieve records with today's date.
By pressing the test button, you can check the operation, so please try it if necessary.
If the test is successful, the following display will appear.
Note: The output will vary depending on the content of the integrated spreadsheet.
Scroll down and you will find a detailed settings section, so please set it as needed.
Once the settings on this page are complete, press "Save".
Finally, let's set "Send message to channel".
Enter the account information to be integrated and press "Next".
When the screen transitions, a settings screen for "Destination Channel ID" and "Message" will appear, so please enter according to the instructions.
At this time, the Yoom app needs to be added to the channel to be sent.
[Steps to Install the Yoom App]
You can add the Yoom app to the channel with the above steps.
Scroll through the screen and the following detailed settings items will appear, so please set them as needed.
If there are no deficiencies in the settings, press "Save".
Then the following popup will appear, so please press "Turn on the trigger ".
If the trigger ON at the top of the initial screen looks like the image, it's OK!
"Retrieve records from Google Sheets that match today's date and notify Slack in bulk daily" setup is now complete.
Good job!
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Slack.
All of them can be used with simple settings, so if you find something interesting, please give it a try!
You can be notified on Slack when a row is added in Google Sheets.
Additionally, you can add Slack post content to Google Sheets or summarize Slack post content and add it to Google Sheets.
Automatically send emails based on the data in Google Sheets.
■Overview
This flow sends email notifications via Gmail using information from a Google Spreadsheet at a specified schedule.
You can notify the information entered in the Google Spreadsheet via email at your desired time.
Since you can receive notifications regularly via email, it can be used for inventory level or order status monitoring, as well as attendance management alerts.
The content sent to Gmail can be freely configured.
■Recommended for
1. Those who use both Google Spreadsheet and Gmail
2. Those who regularly check information in Google Spreadsheet
3. Those responsible for notifying the team about information in Google Spreadsheet
4. Those looking to improve efficiency using Google Spreadsheet and Gmail
■Benefits of using this template
・You can automatically receive email notifications at any desired timing, such as every day at 10 AM or on the 1st of every month at 3 PM, thus avoiding the hassle of checking the sheet.
・You can automatically notify the team regularly, preventing information sharing omissions.
■Notes
・Please integrate both Google Spreadsheet and Gmail with Yoom.
■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.
■Overview
This is a flow that sends an email via Gmail when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who organize tasks using Google Spreadsheets
・Project leaders managing project tasks
・Those who organize and share daily tasks using Google Spreadsheets
2. Those who use Gmail as a means of business communication
・Teams that conduct daily business communication via Gmail
・Those who want to automate notifications of additional information in Google Spreadsheets
■Benefits of using this template
Google Spreadsheets are suitable tools for task management as they allow collaborative editing.
However, even if there are updates in Google Spreadsheets, there is a possibility that team members may not notice, leading to misunderstandings.
This template can automatically send an email via Gmail when a row is updated in a Google Spreadsheet.
By sending emails from Gmail, it becomes easier to grasp the update details, allowing the team to unify their understanding and proceed with tasks efficiently.
Additionally, since email sending from Gmail is automated, it is possible to prevent human errors such as missed emails or incorrect recipients.
■Notes
・Please integrate both Google Spreadsheets and Gmail with Yoom.
This is a flow bot that updates contact information when a row is updated in Google Sheets.
Automation helps prevent human errors such as input mistakes and missed updates.
■Overview
This is a flow that updates ClickSend contacts when a row is updated in Google Sheets.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage contact information with Google Sheets as a team but find the update process cumbersome and burdensome
・Those who regularly update new contact information and struggle to maintain accurate data
2. Those who use ClickSend to contact customers or clients
・Those who manage a large amount of contact information using ClickSend and want to update information efficiently
・Those who find manual updates of contact information tedious and want to automate the process for smoother operation
■Benefits of using this template
By integrating Google Sheets with ClickSend, you can automate the process of updating contacts.
This eliminates the need for manual work and saves time.
Additionally, it becomes easier to maintain the latest contact information, preventing communication errors and issues caused by outdated information.
This kind of automation improves operational efficiency, allowing you to focus on other important tasks.
Furthermore, it enables quick responses based on accurate information, leading to improved customer satisfaction.
■Notes
・Please integrate both Google Sheets and ClickSend 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 is a flow that updates contact information 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 applications.
■Recommended for
1. Those who use Google Sheets for business
・Sales or customer support personnel who manage customer information using Google Sheets
・Those who aim to digitize their sales process starting from Google Sheets
2. Those who use Freshsales for business
・Those who want to reduce the effort of data entry and focus on sales activities
・Those who want to prevent errors from manual transcription and aim for accurate data synchronization
■Benefits of using this template
By implementing this flow, when customer information is updated in Google Sheets, it is automatically reflected in Freshsales contacts.
Eliminating the need for manual transcription prevents human errors such as input mistakes and missed updates, allowing for smooth sharing of the latest information with team members.
■Notes
・Please integrate 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 is a flow to update contact information in Front when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who manage data with Google Sheets
・Those who manage data using Google Sheets in their daily work but find updating contact information cumbersome
・Those considering implementing an efficient workflow linked with Google Sheets data
2. Those who use Front as a customer management tool
・Those who manage customer information using Front but find manual updates time-consuming
・Those who want sales and support team members to quickly share consistent and up-to-date customer information
■Benefits of using this template
By linking Google Sheets and Front, managing contact information becomes smoother.
Every time customer information is updated in Google Sheets, the contact information in Front is automatically updated, reducing the risk of double entry or missed updates.
This allows sales and support teams to always have the latest customer information, enabling quick and accurate responses.
Additionally, eliminating the need for manual data entry saves time and effort, improving work efficiency.
■Notes
・Please connect Yoom with both Google Sheets and Front.
・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.
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.
By linking Yoom's schedule triggers to automatically perform tasks at specified dates and times, you can prevent missed or delayed responses.
■Overview
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack.
This flow bot can perform various automated processes through the flows added after the branch on the right side.
For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing in spreadsheets, or regular data backup processing.
■Setup Instructions
・Use the flow bot's schedule trigger to activate the flow bot near the end of each month (28th, 29th, 30th, 31st).
・Obtain the flow bot activation date with the "Manipulate and Transform Data" action, calculate the difference from the end-of-month date, and verify if it is the last day of the month.
・If the flow bot activation date is not the last day of the month, the flow bot will terminate.
・If the flow bot activation date is the last day of the month, it will branch to the right and send a notification via Slack.
・Specify the channel for notifications.
・Customize the flow added afterward freely according to your purpose and use.
■Notes
・Please modify the flow bot settings as needed.
・Replace the settings and contents of the flow added on the right side of the branch with any desired values.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
◼️Overview
This is a flow that automatically posts to a Slack channel at a fixed time every day.
You can freely customize the posting date and time, channel, and message content.
Please perform the following processing on the above text.
・Add line breaks at appropriate places using tags.
・Use tags for the heading part.
・Insert two tags between sentences.
Since you can set up automatic notifications on Slack at a fixed time every day, it might reduce the effort required for checking and notifying.
It is possible to notify Slack with information registered in databases such as kintone and Hubspot.
By automatically notifying Slack of daily schedules and tasks from Google Sheets based on specified conditions, all team members can instantly access the necessary information.
Especially when there are tasks with impending deadlines or tasks that need to be addressed on the same day, setting up automatic schedule notifications can eliminate the need for manual checks and help prevent missing important tasks.
It's a great advantage that each member can manage priorities appropriately and take necessary actions swiftly.
By setting up automatic notifications of Google Sheets data to Slack, data management can be handled within a single app.
Even if data in Google Sheets is accidentally deleted or lost due to system issues, you can use the notification history in Slack to identify the relevant data.
If you archive Slack notification channels monthly or yearly, you can neatly organize past notification histories, so be sure to consider this.
This article introduced a method to automatically notify Slack of records for specific dates by integrating Google Sheets with Slack.
By automatically notifying Slack of Google Sheets data, you can prevent missing tasks and efficiently share information across the entire team.
Additionally, by keeping a history of data in Slack, it also functions as a backup, providing the convenience of easily referencing past data.
With Yoom, you can easily integrate apps without any specialized knowledge, so use this article as a guide to try integrating Google Sheets with Slack!
