How to create a document for meeting minutes in Google Docs when customer information is added to Google Sheets

Have you ever felt it was a hassle to create meeting minutes in Google Docs every time you add data to Google Sheets?
By integrating Google Sheets with Google Docs, you might be able to make this task a bit easier!
This article introduces how to create a document for meeting minutes in Google Docs when customer information is added to Google Sheets, and the benefits of this integration.

Recommended for

Those considering improving work efficiency with Google Sheets and Google Docs.
Those who create a Google Doc every time data is added to Google Sheets.
Those who want to integrate Google Sheets and Google Docs to prevent missing document creation.

For those who want to try it immediately

This article introduces a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start right away with the template below, so please give it a try!

[What is Yoom]

How to Create a Workflow Integrating Google Sheets and Google Docs

Let's create a workflow together using a template: "When customer information is added to Google Sheets, create a document for meeting minutes in Google Docs!"

Before You Start

If you don't have a Yoom account, please issue one from the Yoom Account Issuance Page. You can start right away!
Also, please check First Time with Yoom for basic operations.

Step 1: Register Google Sheets and Google Docs in My Apps

(1) After logging into Yoom, select "My Apps" from the left column and choose "+ Add".

(2) From the new connection list in My Apps, click on Google Sheets.
(3) Click "Sign in with Google".

(4) Next, integrate Google Docs. Click on Google Docs from the new connection list in Yoom, just like in (1).

(5) Select your account and log in with your existing account.

If Google Sheets and Google Docs are in My Apps, the integration is complete!
Next, let's set up the trigger using a template.

Step 2: Setting Up App Triggers

(1) We will use a template. Click "Try it" on the banner below.

Click on "When a row is added" in the app trigger.

(2) From the Google Sheets integration account and action selection screen, verify that there are no errors in the account information linked to Google Sheets, keep the trigger action as "When a row is added," and click "Next."

(3) In the app trigger API connection settings, select the trigger interval from the dropdown, and choose the spreadsheet ID and sheet ID from the options.
※ Trigger interval → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger interval options vary depending on the plan.

Scroll further down and input the table range (start), table range (end), and the column containing unique values.
※ This is not a selection; please enter directly.

Once the input is complete, click "Test," and if no errors occur, click "Save."

Step 3: Integrate with the App

(1) Next, integrate with Google Docs.
Click "Create a new document."

(2) From the Google Docs integration account and action selection screen, verify that there are no errors in the account information linked to Google Docs, keep the action as "Create a new document," and click "Next."

(3) From the Google Docs API connection settings, select the document title from the output.
Once the selection is complete, click "Test," and if no errors occur, click "Save."

(4) Next, click "Append text to the end of the document."

(5) From the Google Docs integration account and action selection screen, verify that there are no errors in the account information linked to Google Docs, keep the action as "Append text to the end of the document," and click "Next."

(6) From the Google Docs API connection settings screen, enter the document ID and the text to be appended.
Once the input is complete, click "Test," and if no errors occur, click "Save."
※ Please select the document ID from the options.
※ You can select the text to be appended from the output.

(7) Finally, change the email trigger from OFF to ON.

With this, the flowbot "When customer information is added to Google Sheets, create a document for meeting minutes in Google Docs" is complete. Well done!

Other Automation Examples Using Google Sheets and Google Docs

In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Google Sheets and Google Docs.

If you find something interesting, please give it a try!

‍‍Automation Examples Integrating Google Sheets and Google Docs

It is also possible to extract information using AI from notes in Google Docs and create documents in Google Sheets, or to create documents in Google Docs based on data from Google Sheets.

Automation Example Using Google Sheets

Notify Chat Tools When a Row is Added in Google Sheets

Automatically notify Slack, Discord, etc., when a row is added in Google Sheets.

Register survey results received by email into Google Sheets

Automatically register survey results received via Gmail or Outlook into Google Sheets.

Add the content registered in the database to Google Sheets

Automatically add the content registered in Airtable, Salesforce, etc., to Google Sheets.

Automation Example Using Google Docs

Automatically Transcribe Web Meetings and Add Minutes to Google Docs

Automatically transcribe web meetings conducted on Google Meet or Zoom and add them to Google Docs.

Create documents based on information such as databases

Create automatically documents based on information such as databases like Notion.

When there is a response to the form, issue an employment contract and notify via chat tool

When there is a response to the form, an employment contract will be issued and automatically notified via Slack, Discord, etc.

Next, we will introduce in detail the benefits of integrating Google Sheets and Google Docs.

Benefits of Integrating Google Sheets and Google Docs

Benefit 1: Save Time

By integrating Google Sheets and Google Docs, when you add customer information to Google Sheets, a Google Doc for meeting minutes is automatically created. This reduces the effort of creating meeting minutes from scratch each time, leading to time savings!

Benefit 2: Improved Data Consistency and Work Speed

When customer information is added to Google Sheets, a Google Doc for meeting minutes is automatically created smoothly. This allows the person in charge to start creating meeting minutes seamlessly! Furthermore, the automatically created Google Doc is in a unified format, making it easy to read regardless of who creates it.

Conclusion

In this article, we introduced how to create a document for meeting minutes in Google Docs when customer information is added to Google Sheets.
By automating, the preparation of meeting minutes, which has been a headache, becomes easier, and you can create easy-to-read materials in a unified format.
Yoom offers many convenient templates besides the ones introduced this time. If you read this article and thought, "I want to automate more!", please try it for free.