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

Click on "When a row is added" for 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 intervals can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The available trigger intervals vary depending on the plan.

Scroll further down and input the table range (start), table range (end), and the column with 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 "Add 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 "Add 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 added.
Once the input is complete, click "Test," and if no errors occur, click "Save."
※ Please select the document ID from the options.
※ The text to be added can be selected 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, various automations can be achieved 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 to 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, Chatwork, 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 kintone, Salesforce, etc., to Google Sheets.

Example of Automation Using Google Docs

Automatically Transcribe Web Meetings and Add Minutes to Google Docs

Transcribe web meetings conducted on Google Meet or Zoom and automatically add them to Google Docs.

Create and send contracts based on information such as databases and workflows

Create invoices based on information such as databases and workflows, and automatically send them via services like CloudSign.

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, Chatwork, 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 the minutes seamlessly! Furthermore, the automatically created Google Doc is formatted consistently, making it easy to read regardless of who creates it.

Summary

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 process, preparing meeting minutes, which used to be a headache, becomes easier, and you can create easy-to-read documents with a unified format.
Yoom offers many convenient templates besides the ones introduced here. If this article made you think, "I want to automate more!", please feel free to try it for free.