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When creating documents using data managed in Google Sheets, you typically need to search for the necessary data, copy and paste it, or sometimes type it in manually. Although this process isn't particularly difficult, if the volume is large, it can become burdensome, leading to potential transcription errors due to reaching the limits of your concentration.
If you are facing such challenges, we recommend implementing automation using Google Sheets! By introducing automation, document creation utilizing data stored in Google Sheets can be automated, potentially making administrative tasks more efficient.
In this article, we will specifically explain methods to implement automation without requiring programming knowledge! We will provide a detailed explanation of the easy-to-start setup methods, so please take a look!
Yoom offers templates for automating workflows using Google Sheets! If you want to try it right away, click the banner below to get started!
■Overview
The workflow "When customer information in Google Sheets is updated, generate a document and send it via Outlook" automates business processes from customer management to invoice creation and email sending.
Utilizing customer data managed in Google Sheets, invoices are automatically generated based on the necessary information and sent via email to specified customers through Outlook.
By automating the cumbersome tasks that were done manually, you can improve business efficiency.
■Recommended for
■Benefits of using this template
There are several ways to automatically create documents from Google Sheets data. Here are some methods we've picked out for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience document creation with Google Sheets.
Registration takes just 30 seconds, so feel free to give it a try!
This flow automatically creates documents and sends them via email, triggered by updates to customer information in Google Sheets.
It's recommended for those who want to automate the issuance and notification of invoices and contracts.
■Overview
This is a flow to issue invoices based on customer information in Google Sheets and send them to Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who utilize Google Sheets for managing customer information
・Those who manage customer and billing information with Google Sheets
・Those who create invoices by transcribing values from Google Sheets
2. Those who use Gmail for file exchanges
・Those who send invoices to customers from Gmail
・Those who want to prevent misdelivery of emails due to incorrect addresses
■Benefits of using this template
Manual invoice issuance and email sending tasks may pose a risk of human error, and you might feel the need to improve efficiency.
Additionally, if there are many customers, it may take up more time, potentially reducing productivity.
In this flow, when a specific row is updated in Google Sheets, you can automate the issuance of invoices and sending of invoices via Gmail.
By automating manual tasks, you can reduce working time and improve productivity.
The process from issuing to sending invoices progresses quickly, allowing you to respond to customers in a timely manner.
■Overview
The workflow "When customer information in Google Sheets is updated, generate a document and send it via Outlook" automates business processes from customer management to invoice creation and email sending.
Utilizing customer data managed in Google Sheets, invoices are automatically generated based on the necessary information and sent via email to specified customers through Outlook.
By automating the cumbersome tasks that were done manually, you can improve business efficiency.
■Recommended for
■Benefits of using this template
This automation is set up to notify chat tools by creating a document whenever customer information in a Google Spreadsheet is updated.
It's a convenient flow for sharing documents within a team.
■Overview
This flow generates invoices based on customer information in Google Sheets and sends them to Chatwork.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage information using Google Sheets
・Those responsible for managing customer and billing information
・Team members who share information within the team using Google Sheets
2. Those who use Chatwork for business operations
・Those who exchange documents via Chatwork
・Those who want to automate routine notification tasks
■Benefits of using this template
Managing customer information with Google Sheets helps in centralized information management and information sharing with team members.
However, when issuing invoices based on customer information, manual data entry can lead to human errors and is inefficient.
With this flow, you can automatically generate invoices based on customer information in Google Sheets and send them to Chatwork.
By automating the issuance of invoices and sending them to Chatwork when specific rows in Google Sheets are updated, you can streamline manual tasks.
Additionally, it prevents transcription errors in invoice creation, thus improving the accuracy of document creation.
This flow involves creating documents based on contract and customer information from Google Sheets and storing them in a storage service.
Not only is document creation automated, but storage is also automated, which helps prevent document loss.
■Overview
This flow retrieves contract information from Google Sheets, translates it using DeepL, issues and sends the contract, and saves it to OneDrive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, you can retrieve contract information from Google Sheets for partners that require updates on a specified schedule, translate it with DeepL, issue and send the contract via email, and upload the file to OneDrive.
It is useful for those who have numerous contracts with overseas partners and struggle to keep track of updates, or who want to streamline tasks such as translation, contract issuance, sending, and storage.
Automation enables the reduction of work time for staff and the standardization of the contract management workflow.
■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.
Let's get started by creating a flow to automatically generate documents using Google Sheets! This time, we'll use Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
This time, we will create a flowbot that generates documents and sends them via Outlook when customer information in Google Sheets is updated!
The creation process is broadly divided into the following steps:
■Overview
The workflow "When customer information in Google Sheets is updated, generate a document and send it via Outlook" automates business processes from customer management to invoice creation and email sending.
Utilizing customer data managed in Google Sheets, invoices are automatically generated based on the necessary information and sent via email to specified customers through Outlook.
By automating the cumbersome tasks that were done manually, you can improve business efficiency.
■Recommended for
■Benefits of using this template
First, register Google Sheets and Outlook as My Apps to connect them to Yoom.
Registering My Apps in advance makes it easier to proceed with automation settings.
Let's proceed with the settings!
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Connect Google Sheets
A list of apps will be displayed, so search for Google Sheets or use the search function.
When the following screen appears, log in to Google Sheets.
The following screen will appear, so check if the account is correct and click "Continue".
How to Connect Outlook
Similarly, search for Outlook from the list or use the search function.
When the following screen appears, log in to Outlook.
If Google Sheets and Outlook are displayed in your My Apps section, the registration is complete.
Now let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
■Overview
The workflow "When customer information in Google Sheets is updated, generate a document and send it via Outlook" automates business processes from customer management to invoice creation and email sending.
Utilizing customer data managed in Google Sheets, invoices are automatically generated based on the necessary information and sent via email to specified customers through Outlook.
By automating the cumbersome tasks that were done manually, you can improve business efficiency.
■Recommended for
■Benefits of using this template
The template is automatically copied, and the following screen is displayed.
The template is automatically stored in a project called My Project, so if you want to check it, please do so from there.
Read the following screen display and click "OK".
When the following screen is displayed, please check the "Title".
You can also change the title to make it easier to use.
First, to set up the flow bot to start when customer information is updated in Google Sheets, click "When a row is updated".
The following screen will be displayed, so check the settings.
If there are no problems, click "Next".
Go to Google Sheets and register customer information for testing.
This time, we set it up as follows, assuming that an invoice will be created.
Return to the Yoom screen and check the setup method.
Scroll down and set the "Trigger Interval".
* Please note that the trigger interval varies depending on the plan.
Next, make the following settings.
Once the settings are complete, click "Test".
"Test Successful" is displayed, and you can retrieve the values from Google Sheets.
The output is displayed as follows.
Output will be utilized in the subsequent settings, so please check for any errors.
Once confirmed, click "Save".
Next, to set up document issuance, click "Issue Document".
The following screen is displayed, so please check the settings.
Scroll down and prepare the template document.
This time, we prepared the following template document.
For more information on template documents, please check here.
Return to the Yoom screen and set the file ID of the spreadsheet.
Set according to the candidates or description.
Next, set up the issued document.
Once set, click "Next".
The following screen is displayed, so check the setup method.
Set the replacement string.
Use the output from "When a row is updated" or date information to set it up.
Once all items are set, it will be displayed as follows.
After setting, click "Test".
"Test Successful" is displayed, so click "Save".
When you check the storage destination Google Drive, the PDF data should be created!
Next, to set up sending emails with Outlook, click "Send Email".
* "Microsoft 365 (formerly Office 365)" has personal and business plans (Microsoft 365 Business).
If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
The following screen is displayed, so check the settings.
Scroll down and set the recipient to send the email to in "To".
This time, we entered the email address in Google Sheets, so we set it as follows.
Set the "Body" as you like and set the "Attachment" as follows.
Once set, click "Next".
When the following screen is displayed, check the "Email Content".
Once confirmed, click "Test".
"Test Successful" is displayed, so click "Save".
When you check the recipient, the document should be attached as follows!
All item settings are now complete!
The following screen is displayed, so click "Turn on the trigger" to complete the automation settings.
Check if the flow bot you set up is working properly!
This was the flow to issue a document and send it via Outlook when customer information in Google Sheets is updated.
Yoom has many other automation templates that utilize Google Sheets!
Check if there are any automation examples with apps you are familiar with.
■Overview
This is a flow that adds a record to Salesforce when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared data and share information
・Sales assistants who share sheets with client companies and exchange information
2. Companies that manage deals with Salesforce
・Those who register and share the status of each project with their team
・Executives or sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.
This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・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 adds a payment made on Stripe to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies using Stripe for payment processing
・Those who want to utilize payment data completed on Stripe in other apps
・Those who want to eliminate the hassle of manually transferring data
2. Those using Google Spreadsheets for business
・Those managing payment data with Google Spreadsheets
・Those who want to expedite post-payment administrative tasks and analysis work utilizing payment data
■Benefits of using this template
Stripe is a convenient tool that supports various payment processes. However, when utilizing payment data in other systems or apps, manually transferring data each time a payment is completed can decrease work efficiency.
By implementing this flow, you can automatically reflect payment data in Google Spreadsheets, facilitating smooth information sharing and subsequent processing. It also helps prevent transcription errors of amounts and customer information.
■Notes
・Please integrate both Stripe and Google Spreadsheets with Yoom.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・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 automatically retrieves report information from the previous day's Facebook ads at a specified time every day and records it in Google Sheets.
■Recommended for
1. Marketing professionals managing Facebook ads
2. Those who want to streamline data analysis and report creation
3. Companies or teams utilizing Google Sheets
■Benefits of using this template
・Eliminates the hassle of manual report creation, enabling real-time decision-making based on accurate data.
・Facilitates smooth measurement and analysis of ad effectiveness, significantly improving work efficiency.
・Maintains data consistency and accuracy, contributing to the improvement of marketing strategies.
■Notes
・Please integrate both Facebook ads and Google Sheets with Yoom.
■ Overview
The "Summarize Added Content in Google Sheets with DeepSeek" workflow automatically summarizes new data added to Google Sheets using DeepSeek. This streamlines data organization and analysis, facilitating smoother daily operations. By leveraging Yoom's API integration and AI technology, it eliminates the need for manual summarization, significantly reducing time and effort.
■ 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.
I hope you now understand that by sending and forwarding data from Google Sheets, document creation can be automated!
This can reduce human errors like transcription mistakes and the time spent creating numerous documents, thereby lessening the workload and enabling the creation of documents using accurate data!
Moreover, automation like this can be achieved without programming knowledge by utilizing the no-code tool Yoom!
With a simple design that is easy for beginners to challenge, anyone can easily implement automation using Google Sheets.
If you're interested, please start by creating a free account and check out the usability for yourself.
Registration takes just 30 seconds. After registering, you can immediately start operating the actual machine and check the usability while actually operating it!
