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.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Google Sheets, Google Docs, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
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.
✨ Recommended for
Anyone looking to improve work efficiency with Google Sheets and Google Docs
Those who regularly create Google Docs documents
Anyone wanting to integrate Google Sheets and Google Docs to avoid data discrepancies
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
When customer information is added to Google Sheets, create a document for meeting minutes in Google Docs.
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."
Step 4: Create a New Document
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 theguide here.
Once you’ve made the selection, click “Test”. If no errors occur, click “Save” to complete the setup.
Step 5: Append Text
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
Select the document ID from the displayed options.
Text to Append
Choose the text to be appended from the retrieved values.
Once the input is complete, click “Test”. If no errors occur, click “Save” to finalize the setup.
Step 6: Activate the Flowbot
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!
💡 Other Automation Examples Using Google Sheets and Google Docs
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!
Automation Examples Integrating Google Sheets and Google Docs
Extract information from Google Docs notes using AI and create documents in Google Sheets.
■Overview The flow 'Generate Google Documents in bulk for multiple rows in a Google Spreadsheet' is a business workflow to streamline data management and document creation. It reduces manual effort and improves work efficiency.
■Recommended For ・Business persons managing large amounts of data in Google Spreadsheets ・Those who frequently create standardized Google Documents based on data ・Team leaders spending time on manual document creation ・Executives looking to enhance work efficiency by leveraging the integration of Google Documents and Spreadsheets ・Anyone considering automation as they regularly need to create reports and materials
■Notes ・Please integrate Google Spreadsheets and Google Documents with Yoom. ・Branches are features (operations) available in Mini Plan or higher plans. In the Free Plan, the operations set in Flowbot will result in an error, so please be careful. ・Paid plans like Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Operations between 'Repeat the same process' are only available in Team Plan and Success Plan. In the case of Free Plan and Mini Plan, the operations and data connect set in 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 restricted apps and features (operations).
■Overview The "Automatically compile Google Spreadsheet data and create a report in Google Docs periodically" workflow is a business workflow designed to reduce the burden of data management and report creation. It helps to prevent human errors and enables efficient business operations.
■Recommended for - Business people who manage data daily using Google Spreadsheets - Those who need to create reports regularly and are spending too much time on manual tasks - Team leaders who want to achieve efficient data integration and report creation - Individuals interested in automating business workflows using Yoom - Managers looking to standardize the process of data compilation and report creation
■Notes - Please integrate Yoom with Google Spreadsheets and Google Docs.
■Overview Are you manually notifying stakeholders in Discord every time a new row is added to a list managed in Google Sheets? This routine task is not only time-consuming but also prone to missed or delayed notifications. With this workflow, when a row is added in Google Sheets, it automatically sends a message to the specified Discord channel, streamlining information sharing.
■Who we recommend this template for ・Those who manually copy updates from Google Sheets to Discord each time ・Those who want to speed up information sharing within the team and strengthen real-time collaboration ・Those who want to prevent missed or delayed notifications caused by manual work and improve operational accuracy
■Notes ・Connect Yoom with both Google Sheets and Discord. ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on your plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
This is a flow to store survey results received in Gmail into Google Spreadsheet.
■ Notes ・Please connect both Gmail and Google Spreadsheet with Yoom. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan. ・AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations of the flow bot you set will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations).
This is a flow to store survey results received in Outlook into Google Sheets.
■Notes ・Please connect both Outlook and Google Sheets to Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval may vary depending on your plan. ・Microsoft365 (formerly Office365) has home plans and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・AI operations are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flowbot will result in errors, so please be aware of that. ・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 The "Sync to Google Sheets when a record is created in Airtable" workflow 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 as well, eliminating the effort of manual data entry and enabling centralized management of the latest information. This makes information sharing across the team smoother and improves the accuracy of operations.
■Recommended for - Those who manage data using both Airtable and Google Sheets - Staff who spend time on manual data transfers - Team leaders who want to maintain data consistency and up-to-dateness - Business owners considering workflow automation - Those who want to simplify data integration across multiple SaaS apps
■Notes - Please connect Yoom with both Airtable and Google Sheets. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan. - Airtable output can be obtained via JSONPath. For how to obtain it, please refer to the following: https://intercom.help/yoom/en/articles/9103858
■Overview After meetings in Google Meet, are you spending time and effort manually compiling minutes into a Google Document? When a meeting in Google Meet ends, this workflow uses AI to automatically transcribe the recorded audio data and append the summarized text to the specified Google Document. This eliminates the hassle of manual transcription and the risk of omissions, streamlining the creation of meeting minutes.
■Recommended for ・People who frequently hold meetings in Google Meet and find creating minutes in Google Documents time-consuming ・Those who manually transcribe meetings and aim to reduce time and improve accuracy ・Those who want to achieve rapid information sharing within the team and keep projects moving smoothly
■Notes ・Please connect Google Meet, Google Meet, and Google Drive with Yoom. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please note. ・The AI operations for OCR or transcribing audio are available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, operations configured in Flowbot will result in errors, so please note. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use the apps and AI features (operations) that are otherwise restricted. ・The maximum downloadable file size is 300 MB. Depending on the app specifications, it may be less than 300 MB, so please note. ・For details on the file size that can be handled by the trigger and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924
This is a flowbot that transcribes audio from the meeting data uploaded in the input form and automatically creates a transcription file in Google Document.
■Overview This is a flow to create a quotation in Google Docs using Notion database information and send an email. By using a trigger with a Chrome extension, you can directly trigger from Notion.
■Recommended for 1. Companies utilizing Notion for business ・Those who register customer information in the database and accumulate information ・Those who register negotiation information for each business partner
2. Companies utilizing Google Docs for business ・Those who create templates for forms and utilize them for business
■Notes ・Please link Notion and Google Docs with Yoom respectively. ・Please refer to the following for how to set up a trigger using a Chrome extension. https://intercom.help/yoom/ja/articles/8831921
■Overview This flow retrieves Microsoft Excel data at a specified time, converts it to PDF, and sends it via Gmail. With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for ・Sales team members who submit daily sales reports or KPI reports to their managers ・Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports ・Individuals who want to send monthly reports such as sales data or inventory status to stakeholders ・Project managers who send regular progress reports or performance reports to clients or business partners ・Marketing personnel who regularly analyze marketing data and report to the team or clients
■Notes ・Please integrate Microsoft Excel, Google Docs, and Gmail with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail. ・For setting up operations to manipulate the Microsoft Excel database, please refer to the following: https://intercom.help/yoom/ja/articles/9003081 ・Please prepare a template for the Google Docs report. For details, please refer to the following: https://intercom.help/yoom/ja/articles/8237765
This is a flow that uses the content of the Yoom form to input into a pre-prepared Google Docs employment contract template, generate a PDF, and notify Discord.
👏 Benefits of Integrating Google Sheets and Google Docs
Benefit 1: Save Time
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.
Benefit 2: Improved Data Consistency and Work Efficiency
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.
📖 Summary
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!
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