・
Google Sheets, which allows for efficient organization and sharing of data, is expanding its role not only for personal use but also in business settings. Did you know that by integrating Google Sheets with Outlook, you can facilitate smoother information sharing? In this article, we will explain in detail, with images, how to integrate Google Sheets with Outlook without any coding, and how to get notifications in Outlook when a row is updated!
Please read to the end.
In this article, we introduce the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve it. You can start immediately with the template below, so please give it a try!
■Overview
This is a flow that sends an email via Outlook when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who utilize Google Spreadsheets for business
・Sales assistants adding information about client companies
・Leaders adding Q&A directly to the information using the comment feature
2. Those who utilize Outlook for business
・Those who use Outlook emails as their main means of communication
・Administrative staff managing schedules using the calendar
■Benefits of using this template
Google Spreadsheets are effective as a tool for centrally managing information related to project progress.
However, manually notifying every update in Google Spreadsheets can be a source of stress.
This flow is effective for those who want to create an environment where team members can work without stress.
By automatically sending an email notification to the person in charge when there is an update in Google Spreadsheets, it reduces the communication effort.
Additionally, by entering the content quoted in the email, it prevents errors from manual input.
■Notes
・Please integrate both Google Spreadsheets and Outlook 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.
[What is Yoom]
From here, we will introduce the flow of app integration using Yoom with images!
After logging into Yoom, select "My Apps" from the left menu.
After transitioning screens, please press "+ New Connection".
Enter the name of the app you want to integrate in the search box, and by following the on-screen instructions to log in or sign in, the integration will be completed.
This time, we will register "Google Sheets" and "Outlook".
Once registration is complete, an icon will be displayed in the list of My Apps.
※ Microsoft365 (formerly Office365) has 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 sends an email via Outlook when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who utilize Google Spreadsheets for business
・Sales assistants adding information about client companies
・Leaders adding Q&A directly to the information using the comment feature
2. Those who utilize Outlook for business
・Those who use Outlook emails as their main means of communication
・Administrative staff managing schedules using the calendar
■Benefits of using this template
Google Spreadsheets are effective as a tool for centrally managing information related to project progress.
However, manually notifying every update in Google Spreadsheets can be a source of stress.
This flow is effective for those who want to create an environment where team members can work without stress.
By automatically sending an email notification to the person in charge when there is an update in Google Spreadsheets, it reduces the communication effort.
Additionally, by entering the content quoted in the email, it prevents errors from manual input.
■Notes
・Please integrate both Google Spreadsheets and Outlook 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.
By using the above template, you can easily automate the process.
First, open My Project in Yoom and click on "+ Create".
Next, select "Create from Template Gallery".
In the search box at the top right, enter "Send an email with Outlook when a row is updated in Google Sheets" and search.
On the right side of the displayed template, select "Create Template" in blue text.
This completes the template copy. A popup will appear, so press OK.
From here, follow the instructions and proceed with the settings mainly on the "!" part on the screen.
First, select "When a row is updated" and check the settings.
Enter the account information to be linked and press "Next".
Then, you will transition to a screen like the one below, so read the instructions carefully and proceed with the input.
Please check the supplementary information at the bottom of the input field.
Use your own Google Sheets ID.
You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. (The shortest trigger interval varies depending on the plan)
After completing the input, you can check the operation with the test button.
If successful, it will look like the screen below, so please refer to it.
If there are no issues with the settings, let's return to the first screen by clicking "Save".
Next, select "Send Email" and enter the account information to be linked.
Scroll down to find the email content settings section, and set the email content you want to send as desired.
* You can use the output by clicking on the input field.
Once you have completed entering the email body for automatic sending, press "Next".
Here you can test whether the email can actually be sent.
Check if necessary.
If there are no issues, press "Save".
Then, the following popup will appear, so press "Trigger on ".
This completes all the settings for "Send an email with Outlook when a row is updated in Google Sheets".
Good job!
■Overview
This is a flow that sends an email via Outlook when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who utilize Google Spreadsheets for business
・Sales assistants adding information about client companies
・Leaders adding Q&A directly to the information using the comment feature
2. Those who utilize Outlook for business
・Those who use Outlook emails as their main means of communication
・Administrative staff managing schedules using the calendar
■Benefits of using this template
Google Spreadsheets are effective as a tool for centrally managing information related to project progress.
However, manually notifying every update in Google Spreadsheets can be a source of stress.
This flow is effective for those who want to create an environment where team members can work without stress.
By automatically sending an email notification to the person in charge when there is an update in Google Spreadsheets, it reduces the communication effort.
Additionally, by entering the content quoted in the email, it prevents errors from manual input.
■Notes
・Please integrate both Google Spreadsheets and Outlook 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.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Google Sheets and Outlook.
If you find something interesting, please give it a try!
It is possible to set up an integration where an email is sent via Outlook when a row is added in Google Sheets.
Additionally, you can create integrations where an event is added to your calendar in Outlook when a row is added in Google Sheets, or extract information received in Outlook using AI and add it to Google Sheets.
■Overview
This is a flow that extracts information received in Outlook using AI and adds it to Google Sheets.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who want to quickly reflect information received via email in other tools
・Those who receive a large number of emails and find it cumbersome to check the content and extract necessary information
2. Those who use Google Sheets for business
・Those who use Google Sheets for recording and managing information
・Those who want to smoothly share information and improve the overall work efficiency of the team
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically sync it to Google Sheets.
Manual tasks such as email checking, information extraction, and transcription are reduced, which alleviates the burden on the person in charge and shortens work time.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall work efficiency of the team.
You can freely customize the extraction content according to business purposes, such as routine reports, inquiries, or application information based on a format.
■Overview
This is a flow that sends an email via Outlook when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for work
・Leaders who add comments to shared sheets to improve information accuracy
・Field workers who edit sheets while on the go
2. Those who use Outlook for work
・Those who use Outlook email as their main communication tool
・Administrative staff who manage schedules using the calendar
■Benefits of using this template
Google Sheets is an effective tool for smooth information sharing within a team.
However, creating an email in Outlook every time information is added to Google Sheets can cause delays in information sharing.
This flow is effective for those who want to ensure that added information is communicated within the team.
When information is added to Google Sheets, it is quoted and sent via email in Outlook to facilitate smooth information sharing.
Additionally, sending emails with quoted content helps maintain the accuracy of the shared information.
■Notes
・Please integrate Google Sheets and Outlook with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview
This is a flow that registers an event in your Outlook calendar when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who utilize Google Spreadsheets for work
・Sales assistants managing information related to client companies
・Team leaders who are streamlining operations through simultaneous editing
2. Those who utilize Outlook for work
・Those who use Outlook email as their main communication tool
・Administrative staff responsible for schedule management
■Benefits of using this template
Google Spreadsheets can be edited by multiple people simultaneously, making it an effective tool for sharing the latest information with your team.
By using Outlook for work at the same time, you can also manage schedules using the calendar, facilitating smooth business operations.
However, manually entering events into Outlook when information is added to Google Spreadsheets may result in missed opportunities for new value creation.
This flow is effective for those who want to automate routine tasks and allocate more time to creative work.
By automatically registering events in the calendar when information is added to Google Spreadsheets, you can prevent omissions due to human error.
Additionally, it eliminates the hassle of manual entry, ensuring smooth business operations.
■Notes
・Please integrate both Google Spreadsheets and Outlook 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.
Add Content Registered in the Database to Google Sheets
Automatically add content registered in Google Drive, Salesforce, etc., 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 flow "Read files stored in Google Drive with OCR, summarize with Groq, and add to Google Sheets" is a business workflow that automatically analyzes and summarizes the content of files and reflects them in a structured form in a spreadsheet.
Documents in Google Drive are converted to text using OCR technology, and summaries are generated using the AI tool Groq. By automatically registering the results in Google Sheets, the efficiency of information management is improved.
■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.
Notify Chat Tools in Bulk Daily with Tasks Due Today from Google Sheets
Automatically notify Slack, Discord, etc., in bulk daily with tasks from Google Sheets that are due today.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Slack daily.
■Recommended for
1. Those who use Google Sheets to manage their work
・Project leaders who manage task deadlines in Google Sheets
・Sales representatives who manage meeting schedules with clients in Google Sheets
2. Those who use Slack as their main communication tool
・Those who want to receive task reminders on Slack
・Those who want to send daily shared information in bulk to Slack
■Benefits of using this template
Google Sheets allows you to check content online, making it a suitable tool for collaboration.
However, when a team uses Google Sheets, each member needs to check the content individually, which can be cumbersome.
This template is suitable for those who want to send shared information from Google Sheets in bulk.
It eliminates the need for manual notification tasks, preventing notification omissions and enabling speedy information transmission within the team.
■Notes
・Please integrate Google Sheets and Slack with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, the "Repeat the same process" operation is required.
※The "Repeat the same process" operation is available only with the Team Plan and Success Plan.
・Paid plans such as the 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
This is a flow that retrieves records from Google Sheets that correspond to today's date and sends a batch notification to Discord daily.
■Recommended for
1. Those who are using Google Sheets to manage their work
・HR personnel responsible for recruitment, interviews, and onboarding
・Accounting department personnel managing schedule of form-related tasks using Google Sheets
2. Those using Discord as a primary communication tool
・Those utilizing Discord for approval and procedural tasks
■Benefits of using this template
Google Sheets is a suitable tool for task management as it allows collaborative editing of a single sheet within a team.
However, manually notifying information from Google Sheets increases the risk of human error.
This template is suitable for those who want to automate notifications related to information sharing on Google Sheets.
It can notify tasks with deadlines on the day at a specific time, preventing task oversight and misalignment among team members, thus facilitating smooth workflow.
■Notes
・Please integrate both Google Sheets and Discord with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, you will need the "Repeat the same process" operation.
※The "Repeat the same process" operation is available only with the Team Plan or Success Plan.
・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Google Chat daily.
■Recommended for
1. Those who use Google Sheets to conduct their business
・Consultants managing schedules with clients
2. Those who use Google Chat as their main communication tool
・Those who utilize Google Chat for sharing documents
・Those who use Google Chat for project management communications
■Benefits of using this template
Google Sheets can be edited outside the office as long as there is an internet connection.
However, manually notifying information from Google Sheets each time is inefficient and time-consuming.
This template is suitable for those who want to automate notifications via Google Chat even when outside the office.
By using this template, you can eliminate the need for manual notifications in different device environments, making notification tasks effortless.
■Notes
・Please integrate both Google Sheets and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, you will need the "Repeat the same process" operation.
※The "Repeat the same process" operation is available only in the Team Plan and Success Plan.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Issue documents based on information from Google Sheets
Automatically create documents such as Google Docs based on the content registered in Google Sheets.
■Overview
This is a flow that issues an invoice and saves it to Google Drive when a row in a Google Spreadsheet is updated.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data with Google Spreadsheets
・Those who manage data such as billing information using Google Spreadsheets but find it cumbersome to issue invoices manually
2. Companies that use Google Drive for file storage and sharing
・Those who use Google Drive regularly and want to utilize it for saving and sharing invoices
・Those who want to advance automation but don't know where to start
■Benefits of using this template
By implementing this automation flow, there is a benefit that an invoice is automatically generated and saved to Google Drive every time a row in a Google Spreadsheet is updated.
This reduces the effort of creating invoices and enables highly accurate billing management.
Additionally, it reduces errors associated with manual invoice creation and allows for efficient business operations.
Furthermore, by digitizing invoices, they can be accessed anytime, anywhere, enabling quick responses.
As a result, customer satisfaction and business reliability are likely to improve.
■Overview
In this workflow, you can issue invoices and send them via Gmail when a row in a Google Spreadsheet is updated. This automation helps prevent manual errors and saves time. It is an ideal solution for those who want to streamline their billing operations.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
The flow "When customer information in Google Sheets is updated, issue a document and send it to Slack" automates the entire business workflow from customer data management to document creation and sharing with the team.
By utilizing this workflow, it becomes possible to automatically generate invoices based on spreadsheet data and smoothly send them to Slack.
■Recommended for
■Benefits of using this template
Send Emails with Outlook Based on Customer Management Tool Information
Automatically send emails to customers based on registered information from Salesforce, HubSpot, etc.
■Overview
This is a flow that notifies a lead with a template email in Outlook using Microsoft Dynamics365 Sales.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who utilize Microsoft Dynamics365 Sales in their business
・Those who regularly add or update leads
・Those who manage their sales process centrally with Microsoft Dynamics365 Sales
2. Those who use Outlook for creating and sending emails
・Those who send template emails from Outlook after adding leads
・Those who want to streamline the process of creating and sending emails in Outlook
■Benefits of using this template
If you are sending template emails after adding leads, you might find it cumbersome as the response time increases with the number of leads.
Moreover, spending too much time on lead responses can reduce the time available for other tasks, potentially decreasing productivity.
With this flow, when a lead is created in Microsoft Dynamics365 Sales, you can send a template email to the lead from Outlook.
This allows you to streamline lead responses, eliminate manual tasks, and secure time to focus on important sales activities.
■Notes
・Please integrate both Microsoft Dynamics365 Sales and Outlook 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
In this flow, it is possible to send scheduling emails via Outlook based on form information from Hubspot. This automation reduces the manual effort of scheduling meetings and supports efficient sales activities.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
The flow "Send a thank-you email from Outlook to the person in charge when the opportunity stage is updated in Salesforce" is a business workflow that streamlines opportunity management and automates communication with the person in charge.
Thank-you emails are automatically sent according to the update of the opportunity stage, improving business efficiency and deepening trust with the person in charge.
■Recommended for
■Benefits of using this template
Automatically Save Received Documents in Outlook to Cloud Storage
Automatically save documents received in Outlook to OneDrive, Microsoft SharePoint, etc.
■Overview
This is a flow that automatically uploads attachments received in Outlook to OneDrive.
It can be used for the automatic saving of files such as invoices and purchase orders.
Feel free to change the folder location in OneDrive as needed.
■Recommended for
1. Those who use both Outlook and OneDrive
2. Those who save files received via email
3. Those who receive invoices or purchase orders via email
4. Those looking to improve efficiency with Outlook and OneDrive
■Benefits of using this template
・It can automatically save files by triggering based on specific subjects such as invoices and purchase orders, reducing the hassle of downloading and uploading.
■Notes
・Integration with both Outlook and OneDrive is required for 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.
■Overview
This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in Dropbox.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Outlook for business
・Those who want to improve the efficiency of managing document data such as invoices, quotes, and contracts received by email
2. Those who use Dropbox for file management
・Those who want to centralize document data management and speed up sharing
・Those who aim to improve search efficiency by standardizing naming conventions when uploading files
■Benefits of using this template
Document data received in Outlook is automatically uploaded to a specified folder in Dropbox with a file name that matches the content.
By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.
■Notes
・Please connect both Outlook and Dropbox with Yoom.
・Branches are available from the mini plan and above, and AI operations are features available only in the team plan and success plan. Operations set in other plans will result in an error, so please be careful.
・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・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 varies depending on the plan.
■Overview
This is a flow to upload attachments received in Outlook to Microsoft SharePoint.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Outlook as their email tool
・Those who manually upload received attachments to other tools
2. Those who manage files with Microsoft SharePoint
・Those who want to efficiently upload files to Microsoft SharePoint
■Benefits of using this template
Managing files attached to emails with Microsoft SharePoint streamlines file searching.
However, downloading files attached to emails each time and uploading them to Microsoft SharePoint is inefficient.
With this flow, you can automatically upload attachments received in Outlook to Microsoft SharePoint, thus streamlining manual tasks.
Since you can consolidate attachments received in Outlook into Microsoft SharePoint, it allows for smooth file verification and searching.
Additionally, it prevents file storage omissions, thereby improving the accuracy of file management.
By using the integration that sends an email via Outlook when a row is updated in Google Sheets, you can speed up information sharing!
For example, every time the sales team updates the progress of a deal in Google Sheets, that information can be automatically notified to the entire team via Outlook.
This allows sales leaders and related departments to quickly grasp the latest deal status and take necessary actions promptly.
Additionally, if the back office can start preparing invoices immediately when an important contract is concluded, it can lead to an overall speed-up of operations.
As such, if information sharing becomes smoother through automated notifications, team collaboration should improve!
For instance, it would be convenient if every time the inventory management team updates stock numbers in Google Sheets, that information is automatically notified to related departments via Outlook.
With this integration, the information entered in Google Sheets can be quickly shared, allowing all stakeholders to proceed with their tasks based on the same data.
Moreover, since notifications are automated, the risk of missing important updates can be reduced.
Using this system, collaboration with multiple departments is likely to become smoother.
In this article, we explained in detail, with images, how to automatically send an email when a row in Google Sheets is updated by integrating it with Outlook.
With this integration, when the sales team updates progress information, notifications can smoothly reach stakeholders via Outlook. Important information will be shared quickly, enabling smooth responses.
Integrating Google Sheets with Outlook is easily achievable without programming knowledge by using the no-code tool Yoom.
Please refer to this article and experience automation for yourself!
