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Do you want to automatically create documents in Google Docs when you add data to Google Sheets? By integrating Google Sheets with Google Docs, you can streamline this task and save time :)
In this article, we’ll show you how to automatically create documents in Google Docs when customer information is added to Google Sheets, and explore the benefits of this integration.
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In this guide, you'll learn the step-by-step process of how to use Yoom to automatically create a Google Docs document whenever customer information is entered into Google Sheets.
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
■Overview
This is a flow where a document for meeting minutes is created in Google Docs when customer information is added to a Google Spreadsheet.
■Recommended for
1. Those who manage information using Google Spreadsheets
・Sales representatives managing customer information
・Those who utilize Google Spreadsheets for schedule management
2. Those who utilize Google Docs in their work
・Those who create meeting minutes in Google Docs each time
・Those who want to streamline their work using Google Docs
■Benefits of using this template
Google Docs offers high flexibility in formatting, allowing you to create meeting minutes tailored to your business needs.
However, if you have frequent meetings with clients, you might find it cumbersome to create and prepare meeting minutes each time.
With this template, you can create meeting minutes in Google Docs based on the added information whenever customer information is added to a Google Spreadsheet.
By automating the creation of meeting minutes, you can reduce the time spent preparing for meetings and allocate more time to other important tasks.
Additionally, by linking with Google Spreadsheets again after this flow, it is possible to add a link to the meeting minutes in the Google Spreadsheet.
■Notes
・Please integrate both Google Spreadsheets and Google Docs with Yoom.
Let's walk through how to set up a flow that automatically creates a document in Google Docs when customer information is added to Google Sheets.
⏱️ Setup time: 5 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now using this registration form!
After logging into Yoom, navigate to "My Apps" from the left-side menu and click "+ Add".
Search for Google Sheets and click on it.
Log in using your Google account to link with Yoom.
Connecting Google Docs
Search for Google Docs and click on it.
Log in using the Google account to link with Yoom.
Now Google Sheets and Google Docs are connected :)
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This is a flow where a document for meeting minutes is created in Google Docs when customer information is added to a Google Spreadsheet.
■Recommended for
1. Those who manage information using Google Spreadsheets
・Sales representatives managing customer information
・Those who utilize Google Spreadsheets for schedule management
2. Those who utilize Google Docs in their work
・Those who create meeting minutes in Google Docs each time
・Those who want to streamline their work using Google Docs
■Benefits of using this template
Google Docs offers high flexibility in formatting, allowing you to create meeting minutes tailored to your business needs.
However, if you have frequent meetings with clients, you might find it cumbersome to create and prepare meeting minutes each time.
With this template, you can create meeting minutes in Google Docs based on the added information whenever customer information is added to a Google Spreadsheet.
By automating the creation of meeting minutes, you can reduce the time spent preparing for meetings and allocate more time to other important tasks.
Additionally, by linking with Google Spreadsheets again after this flow, it is possible to add a link to the meeting minutes in the Google Spreadsheet.
■Notes
・Please integrate both Google Spreadsheets and Google Docs with Yoom.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
Step 3: Set Up Google Sheets Trigger Action
Click on the trigger action with the Google Sheets icon.
The next screen is pre-configured. You can change the title if you want.
Then, set your trigger interval (how often you want Yoom to check Google Sheets for new updates).
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Select the Spreadsheet ID and the Sheet ID from the displayed options.
Scroll down to enter the table range (start), table range (end), and the column that contains unique values.
📚 Reference: For more details on table range settings, check this guide.
Once the input is complete, click "Test," and if no errors occur, click "Save."
Click on the action with the Google Docs icon.
The next screen is pre-configured. You can change the title if you want.
Select the Document Title from the retrieved value.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Once you’ve made the selection, click “Test”. If no errors occur, click “Save” to complete the setup.
Click on the action with the Google Docs icon.
The next screen is pre-configured. You can change the title if you want.
Enter the required fields.
Document ID
Text to Append
Once the input is complete, click “Test”. If no errors occur, click “Save” to finalize the setup.
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
By using Google Sheets and Google Sheets, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
■Overview
This is a flow that extracts information from Google Docs notes using AI and creates documents in Google Sheets.
■Recommended for
1. Those who use Google Docs for work
・Those who use Google Docs for work or meeting notes
2. Those who create documents in Google Sheets
・Those who create necessary documents for work in Google Sheets
■Benefits of using this template
The advantage of Google Docs is that it can be used for creating online notes and meeting minutes.
However, if you are creating documents in Google Sheets based on the content of Google Docs, you might find it cumbersome to create documents according to a template.
This template automatically retrieves the template items in Google Sheets based on the content of Google Docs and creates documents.
It eliminates the hassle of manual document creation, thus improving work efficiency.
■Notes
・Please integrate Google Drive, Google Docs, and Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Triggers 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
The flow of "Generating Google Documents in bulk for multiple rows in Google Sheets" is a business workflow that streamlines data management and document creation.
It reduces manual effort and enhances operational efficiency.
■Recommended for
■Benefits of using this template
■Overview
The workflow of "regularly aggregating data from Google Sheets and automatically creating reports in Google Docs" is a business workflow that reduces the hassle of data management and report creation.
It prevents manual errors and enables efficient business operations.
■Recommended for
■Benefits of using this template
Set Up Automated Notifications for Google Sheets Updates in Chat Tools
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams 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.
■Overview
This is a flow that notifies Discord when a row is added in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Accountants who accumulate information in Google Sheets
・Administrative department personnel using Google Sheets for collaborative work
2. People who use Discord as their main communication tool
・Those who communicate via Discord in project management
・Companies using Discord as an information-sharing tool
■Benefits of using this template
Google Sheets excels in collaborative editing and facilitates smooth information sharing among members.
However, it can sometimes be unclear who added the information, potentially leading to time-consuming verification.
This template is suitable for those who want to ensure transparency among contributors by sending notifications to a communication tool.
Every time information is added to Google Sheets, it automatically sends a notification to Discord, allowing you to quickly identify who added what information.
■Notes
・Please integrate both Google Sheets and Discord with Yoom.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
Sync Survey Responses from Emails into Google Sheets
Automatically Sync New Lead Data from Database Apps to Google Sheets
■Overview
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet.
You can reflect any fields, such as lead name and contact information, in the spreadsheet.
■Setup Instructions
1. Connect each app, Salesforce and Google Spreadsheet, with Yoom. (My App Integration)
2. Set up the account information to be integrated with the "When a new lead is registered" trigger in Salesforce.
3. In the "Record information in spreadsheet" operation in Google Spreadsheet, set up the target spreadsheet, etc., based on the information obtained from Salesforce.
4. Once the setup is complete, change the trigger to ON at the end.
5. When new lead information is registered in Salesforce, the information is added to the Google Spreadsheet.
■Notes
・It is necessary to set up the account information to be integrated in each app's operation.
・Please replace the setup information for Salesforce and Google Spreadsheet with any desired values.
・Salesforce is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured Flowbot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
The workflow "Reflect records registered in Airtable to Google Sheets" is a business workflow aimed at improving data management efficiency.
When new data is added to Airtable, the same information is automatically reflected in Google Sheets, eliminating the need for manual data entry and allowing centralized management of the latest information.
This facilitates smooth information sharing across the team and improves the accuracy of operations.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
Automatically Save Meeting Transcriptions to Google Doc
■Overview
This is a flow that automatically transcribes Google Meet meetings and adds the minutes to Google Docs.
■Recommended for
1. Business professionals who frequently use Google Meet
・Those who want to save the effort of recording and sharing meeting content
・Those who want to shorten the time spent on creating minutes to allocate more time to other tasks
・Those who manage minutes and notes centrally in Google Docs
2. Team leaders and managers
・Those who want to understand the content of team members' meetings to aid in progress management and evaluation
・Those who want to automatically record important meeting content to promote information sharing
3. Minute takers
・Those who want to reduce the burden of transcription and minute creation
・Those who want to share minutes immediately after meetings to promote action
■Benefits of using this template
Google Meet is an excellent tool for conducting online meetings efficiently, but manually creating minutes after meetings and transcribing them into Google Docs can be very labor-intensive, leading to delays in information sharing and potential input errors.
By utilizing this flow, once a Google Meet meeting ends, the content is automatically transcribed and summarized, and appended to Google Docs. This allows meeting participants to save the effort of creating minutes and focus on reviewing the meeting content and the next actions.
■Notes
・Please integrate Yoom with Google Sheets, Google Drive, and Google Docs.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations 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 two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
◼️Overview
This is a flow bot that transcribes audio from uploaded meeting data in the input form and automatically creates a transcription document in Google Docs.
Please upload meeting data such as recording data from Zoom or Meet for use.
◼️Notes
・Linking your Google Docs and Yoom accounts is required.
・Please upload files in formats such as MP4 or M4A.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the operation of the configured flow bot will result in an error, so please be aware.
・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).
◼️Overview
When a meeting ends on Zoom, the meeting content is automatically transcribed, and the transcription data is saved to Google Docs.
Please change the settings of each action as needed.
◼️Notes
・It is necessary to link your accounts with both Zoom and Google Docs to Yoom.
・Please note that if a meeting is not recorded, it will result in an error.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the Flowbot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Create Documents Using Information from Database Apps
■Overview
This flow creates contracts in Google Docs from Hubspot deal information.
By using a trigger with a Chrome extension, you can directly initiate the trigger from Hubspot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Hubspot for business operations
・Sales representatives managing customer deal information
・Those accumulating sales activity data in Hubspot
2. Those creating contracts in Google Docs
・Those involved in creating contracts related to deals
・Those who want to create contracts accurately
■Benefits of using this template
Manually creating contracts for each deal is time-consuming and may hinder task focus.
Additionally, if you are creating contracts in Google Docs based on Hubspot deal information, it is cumbersome to verify and revise them each time after creation.
In this flow, by initiating from the Hubspot deal information page with a Chrome extension trigger, the creation of contracts in Google Docs is automated.
This eliminates the need to manually transfer Hubspot data, reducing the effort of verification and revision after creation, thus streamlining operations.
Accurate contract creation facilitates smooth transactions with customers.
■Notes
・Please integrate Yoom with both Hubspot and Google Docs.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
This is a flow for creating estimates in Google Docs using information from a Notion database and sending emails.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer information in a database and accumulate information
・Those who register deal information for each business partner
2. Companies utilizing Google Docs for business
・Those who create templates for forms and utilize them for business
■Benefits of using this template
Notion is a tool that allows for the visualization of information by registering deal information in a database, facilitating smooth information sharing within the team.
However, manually entering information registered in Notion each time an estimate is created and sent may lead to inefficient work practices.
By utilizing this flow, you can automatically add registered information from Notion to a Google Docs estimate template to create estimates and send them via email.
By creating estimates by referencing the registered information in Notion, you can prevent human errors due to manual entry and maintain the accuracy of information.
The time previously spent on creating and sending estimates can be used for other tasks, allowing for smooth business operations.
■Notes
・Please integrate Notion and Google Docs with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
This flow retrieves data from Microsoft Excel at a specified date and time, converts it to PDF, and sends it via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
With this flow, you can automatically send PDF files created from aggregated Microsoft Excel data and Google Document templates via Gmail on a specified schedule.
This eliminates the need for manual data entry, file conversion, and email sending, reducing the workload on the responsible person.
Additionally, by reducing human errors such as input mistakes and missed emails, you can send highly accurate data in a consistent format.
You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.
Automatically Generate Employment Contracts from Form Responses and Send Notifications to Chat Tools
■Overview
This flow uses the content from the Yoom form to input into a pre-prepared Google Document employment contract template, generate a PDF, and send a notification to Discord.
Normally, the process involves copying the template sheet, inputting data, and generating a PDF, but this automation allows document generation with just form input, eliminating the need for manual operations.
The content of the notification sent to Discord can be freely configured.
■Notes
・Please integrate Yoom with both Google Documents and Discord.
・Customize the form settings and contract creation process to meet your organization's requirements.
■Overview
This is a flow that issues an employment contract based on the responses received in the Yoom form and notifies Slack.
Normally, it is necessary to copy a template document, enter information, and then issue it as a PDF. However, with this process, such actions are unnecessary, and it is possible to issue and send documents with just the form input, without directly interacting with the template.
■Notes
・Please integrate Yoom with both Google Docs and Slack.
・Customize the form settings and contract creation process to meet your organization's requirements.
Integrating Google Sheets and Google Docs automates the process of creating documents. When you add customer information to Google Sheets, a Google Doc is automatically generated. This eliminates the need to create documents from scratch every time, saving you valuable time.
With this integration, documents are automatically created in Google Docs whenever customer information is added to Google Sheets. This streamlines the process, allowing you to get started on document creation without delay. In addition, since Google Docs is automatically formatted, it ensures consistency and readability, no matter who creates the document.
In this article, we showed you how to automatically generate documents in Google Docs when customer information is added to Google Sheets. By automating this process, preparing documents becomes much easier, and you can create well-organized, easy-to-read documents every time.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
