How to integrate Google Sheets with Streak to create a task in Streak when a row is added in Google Sheets

Step 1: Integrate Google Sheets and Streak with My Apps

First, register Google Sheets and Streak with Yoom to integrate them with My Apps.

1. In the Yoom management screen, select "My Apps" on the left and click "+ New Connection".

2. In the following screen, search for Google Sheets and Streak and proceed to the next screen.

For Google Sheets:

・Click "Sign in with Google" on the above screen and select the account to link on the following screen.

・Confirm the account and click "Next".

・Click "Continue" to complete the registration with My Apps.

For Streak:

・Enter the account name and API key, and click "Add" to complete the registration with My Apps.
※For instructions on obtaining the API key, please check here.

3. Copy the template for integrating Google Sheets and Streak.

・Open the link below.

・Clicking "Try this template" will complete the copy.

Step 2: Setting up the Trigger Google Spreadsheet

Set up the trigger action that will be the starting point of the flow.
This flow triggers when a row is added in Google Spreadsheet.

1. Select "My Projects" in the Yoom management screen and click "Create a task in Streak when a row is added in Google Spreadsheet [Copy]".
* The template title can be changed freely on the next screen.

2. Click "App Trigger When a Row is Added".

3. Verify the account linked with Google Spreadsheet and click "Next".
* Other items are set by default.

4. Set the trigger interval and items related to Google Spreadsheet.
* Trigger intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable times vary depending on the plan.
* For each selected interval, the app checks for the trigger action, and if the action is executed, the flow bot is activated. If you want to reflect tasks in Streak immediately, a shorter interval setting is recommended.
* Spreadsheet ID and Sheet ID can be selected from "Candidates" displayed by clicking the frame.

5. Conduct a test, and if successful, the information retrieved from Google Spreadsheet will be displayed in the output. If there are no issues, save it.

* In this case, the output is displayed as shown above because the following sheet was created for testing.

Step 3: Setting up Task Addition in Streak

1. Click "Create a Task to Integrate with the App".

2. Verify the account linked with Streak and click "Next".
* Other items are set by default.

3. Set up the task registration and conduct a test.
* Set each item from "When a row is added" in the output displayed by clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of information for each task. You can also directly input fixed phrases.
* Due Date is registered in UNIXTIME. If managed in another format on Google Spreadsheet, conversion to UNIXTIME is necessary.
* This flow assumes that the Box Key is pre-registered in Google Spreadsheet. If not registered, you can link and register the Box Key in Google Spreadsheet by combining it with a flow that adds a box to Streak when a row is added in Google Spreadsheet or a flow that adds a new box to Google Spreadsheet when created in Streak.

4. If the test is successful, the task information will be registered in Streak.
If there are no issues, save it.

Step 4: Registering Task Key in Google Spreadsheet

Finally, set up the registration of the Task Key obtained in Step 3 in Google Spreadsheet.
Registering the Task Key can be used when introducing a flow that automatically updates when there is an update to the task information.

1. Click "Update Record to Operate Database".

2. Verify the account linked with Google Spreadsheet.
* Other items are set by default.

3. Set up the Google Spreadsheet to register the Task Key and click "Next".
* Spreadsheet ID and tab name can be selected from "Candidates" displayed by clicking the frame.

4. Set up the search for the updated record.
* In the left frame, set the item where a unique value is registered in the specified sheet. In the right frame, set the corresponding item from "When a row is added" in the output displayed by clicking the frame. (Values are displayed in double brackets)

5. Set the Task Key from "Create a Task" in the output to the frame for registering the Task Key. (Values are displayed in double brackets)
Leave other items blank.

6. Conduct a test, and if successful, the Task Key will be registered in the specified frame as shown below.
If there are no issues, save it.
* In this case, the sheet items are set as shown in the image below, so the "Updated Record Value" is displayed as shown in the image above.

7. When the trigger is turned ON, tasks will be automatically created in Streak whenever a row is added in Google Spreadsheet.

If you have any questions about the introduced flow, please check the help page here.

Other Automation Examples Using Google Sheets and Streak

There are many other examples of automation using Google Sheets and Streak on Yoom, so here are a few.

1. Update Streak Tasks When a Row is Updated in Google Sheets

When you update task information in Google Sheets, it can automatically be reflected in Streak.
By combining it with the integration introduced in this article, you can centrally manage tasks and significantly reduce management burden.

2. Create a box in Streak when a row is added in Google Sheets

When information is added to a new row in Google Sheets, a box can be automatically created in Streak.
This integration reduces the need for manual box creation, allowing team members to work more efficiently.

3. Update Streak Contacts When a Row is Updated in Google Sheets

When you update contact information in Google Sheets, it can automatically be reflected in Streak.
This integration helps ensure that you never forget to update contact information in Streak, thereby improving the accuracy of your data management.

Summary

When managing tasks with multiple tools, manual work, task omissions, and interdepartmental collaboration can become challenges.
By integrating Google Sheets with Streak, you can reduce repetitive data entry, prevent task omissions, and facilitate task sharing.
This will lighten the task management burden on the person in charge and improve the overall operational efficiency of the related departments.
Integrating Google Sheets and Streak can be achieved without programming knowledge by using Yoom.
You can implement it simply by following the steps outlined in this article, so take this opportunity to improve the efficiency of your task management.