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How to Integrate Applications

2024/11/28

How to integrate Google Sheets with X to automatically post to X when Google Sheets is updated

a.ohta

If you are utilizing X for marketing and public relations and accumulating post content in Google Sheets, why not consider integrating these two apps?
<span class="mark-yellow">By integrating with Google Sheets, you can automate posting to X after checking the content.</span> This may enhance collaboration between the creator and checker of the post content and enable smooth posting to X.
If you want to efficiently utilize SNS marketing, which is indispensable in the digital society, why not take this opportunity to introduce automation?

Recommended for

・Companies utilizing X for marketing and public relations
・Those who create and manage post content for X in Google Sheets
・Persons responsible for checking and posting content to X
・Those who want to efficiently post by integrating Google Sheets and X

Benefits and Examples of Integrating Google Sheets and X

Benefit 1: Smooth Post Management

By introducing this integration, updates such as "check completed" on post content created and managed in Google Sheets will allow automatic posting to X.
This may enable smooth management of SNS postings.
For example, normally, after checking the post content, you would access X, copy the text, and post it. By eliminating the need to access X and post, the entire flow from checking the post content can be simplified, allowing for smooth posting.

Benefit 2: Efficiency through Flow Shortening

Since updating Google Sheets will result in posting to X, the flow is shortened, and efficiency is expected to improve.
For example, in a flow where after creating the text, you request a check from the checker, and after the check is completed, you request the poster, introducing this integration will simplify the requests and posting tasks after the check is completed.
Since posting is done non-stop after checking, it saves time and allows for efficient posting to X.

Benefit 3: Reduction of Post Content Errors

There are cases where post content for X is created on the fly for each post and cases where it is carefully crafted as an advertisement. The former is suitable for light content posts, but if you are conscious of lead acquisition, you need to consider the post content in advance like the latter.
By introducing this automation in such cases, you can create post content in Google Sheets, further revise it while exchanging opinions with the team, and achieve accurate content posting with a final check by the manager.
For example, by creating the text in advance and conducting a final check, it becomes easier to find errors in the post content, making it easier to post accurate information.

Now, let's introduce the flow of integrating apps using Yoom.
First, register with Yoom.
Yoom offers a two-week trial. You can actually operate it and check the usability.

[What is Yoom]

This time, we will automate "posting to X (Twitter) when the status is updated in Google Sheets" using the following template.

How to Create an Integration Flow Between Google Sheets and X

The integration flow this time is broadly divided into the following processes.

・Integrate Google Sheets and X with My Apps
・Set up to launch Google Sheets
・Set up posting to X
・Turn on the trigger button and verify the integration operation between Google Sheets and X

Step 1: Integrate Google Sheets and X with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration of Google Sheets and Yoom

1. Search

Click the Google Sheets icon.

2. Select an Account
Press the Google account of the Gmail address to be linked with Yoom.

3. Log in to Yoom

You will be taken to the image page, read the terms and click next.

4. Yoom is requesting additional access to your Google account
Press continue.
When you move to the authentication screen, select <span class="mark-yellow">Allow all permissions</span>.

5. Integration Complete

If the above display appears when the screen changes, the integration is complete.

6. Prepare Google Sheets
Prepare the Google Sheets that stores the post text for X.

This time, assuming "post to X when the status is updated," a dropdown status was set up.

In this case, <span class="mark-yellow">if you create other statuses, it will be updated every time the status changes, so only create the "Posted" status.</span>

Integration of X and Yoom

1. Search

Click the X icon.

2. Approve the App


X will request approval.
Be sure to check if it is the account you want to post the text created in Google Sheets, and if there is no problem, click the red frame.

3. Add
Once the required items are set, press add at the bottom right.

If the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register

* If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Launch Settings for Google Sheets

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
Click "Post to X (Twitter) when the status is updated in Google Sheets".

3. Select App Trigger

Click "When status is updated" on the Google Sheets icon.
Since the title and other settings are complete, press Next.

4. Set Trigger Launch Interval

Set the launch interval.
Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest launch interval varies depending on the plan.

5. Enter ID

Follow the supplement at the bottom of the box and set from the candidates. Click the box.

The data from Google Sheets will be listed, so click the one you want to link with X and insert it.
Set the sheet ID in the same way.

6. Enter Table Range, etc.

Specify the table range, etc.

This time, the table range of the prepared Google Sheets is A to D.

The unique value that does not overlap with others is set as the post text in column A.

The column you want to detect updates for is set as the check in column D.

Therefore, the settings this time were made as shown in the image.

7. Run Test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

Step 4: Setting to Post to X

1. Link with App

Click "Post to X" on the X icon.
Since the title and other settings are complete, press Next.

2. Set Required Items

Link the post content with the data from Google Sheets.
Click the box with the red frame.

Select the Google Sheets icon.

The data from the Google Sheets test sent earlier will be listed.
From there, select the text data you want to actually post to X.

Once inserted, it will look like the image.

4. Run Test

Once the data insertion is complete, press the test button.
If "Test Successful" is displayed, the setup is complete. Press Save.

5. Turn Trigger ON

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the app integration.

Flowbot template used this time
Post to X (Twitter) when the status is updated in Google Sheets

Other Automation Examples Using X and Google Sheets

There are many other examples of automation using X and Google Sheets on Yoom, so here are a few introductions.

1. Automatically Post to X (Twitter) Every Week

If you want to post the same text every week, this flow bot is recommended. Automating template posts can improve efficiency.

2. Automatically post exchange rate information on X (Twitter) daily using RPA

Automation using RPA is also possible. The collection and posting of data that fluctuates daily, such as exchange rate information, can be automated.

3. Obtain the latest report from Google Analytics daily and record it in Google Sheets

If you are utilizing Google Analytics, integrating it with Google Sheets will automate the accumulation of report data.

Summary

With the integration of Google Sheets and X, posting to X can be automated. By simply changing the status, the checker can complete the post, shortening the flow to posting and enabling speedy posting operations.
This integration can also be utilized when creating and editing posts as a team. After carefully considering the content of the post and verifying that there is no incorrect information, it should become easier to post accurate information.
In the digital society, managing SNS is an essential point for marketing and public relations. Why not try to make it more efficient and use it comfortably?

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
Google Sheets
Automation
Integration
App integration
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