・
If you are consolidating data from other database tools into your main Google Spreadsheet, do you ever struggle with managing duplicate data? Not only does dual management consume your time, but it also increases the frequency of detailed tasks such as data entry, making it easier for mistakes and missed updates to occur...
The solution to these problems is data integration that automatically updates your Google Spreadsheet!
By implementing this automation, you can send various data to Google Spreadsheet and automatically update your database. This may help you avoid situations where you're left wondering, "Which data is the most up-to-date?!"
Additionally, by utilizing the no-code tool Yoom, you can easily achieve automation using Google Spreadsheet. This method allows even those without programming knowledge to easily integrate. Give it a try!
Yoom offers templates for automating workflows using Google Spreadsheet! If you want to try it right now, click the banner below to get started!
■Overview
The "Update Google Sheets when receiving an email with a specific label in Gmail" flow is a business workflow that streamlines email management and data organization.
For example, you can automatically update Google Sheets based on the content of task or progress report emails.
This reduces the need for manual data entry and enables centralized information management.
■Recommended for
■Benefits of using this template
There are several ways to automatically update data in Google Sheets. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example that interests you, register an account, and you can immediately experience automatic updates in Google Sheets. Registration takes only 30 seconds, so feel free to give it a try!
This flow updates Google Sheets data starting from email apps like Gmail. You can transfer data without opening the email app.
■Overview
The "Update Google Sheets when receiving an email with a specific label in Gmail" flow is a business workflow that streamlines email management and data organization.
For example, you can automatically update Google Sheets based on the content of task or progress report emails.
This reduces the need for manual data entry and enables centralized information management.
■Recommended for
■Benefits of using this template
■Overview
The "Update Google Sheets when receiving an email with a specific subject in Outlook" workflow is a business workflow that automates email management and data aggregation.
Every time you receive an email with a specific subject in Outlook, the information in Google Sheets is automatically updated.
This allows for smooth organization of information and is expected to improve operational efficiency.
■Recommended for
■Benefits of using this template
This flow updates Google Sheets data starting from apps with data like Notion. It eliminates the hassle of double entry and is expected to improve information management efficiency.
■Overview
The workflow "When a deal is closed in Salesforce, update Google Sheets" automates the information update process, reducing the workload.
■Recommended for
■Benefits of using this template
By linking Salesforce and Google Sheets, you can quickly check deal closure information.
This enables rapid sharing of order information.
By following up at the right time, you can expect improved customer experience and increased sales.
Additionally, centralized information management becomes possible, facilitating smooth information sharing among members.
Since it is automatically reflected in Google Sheets, data entry errors are reduced, allowing for more accurate data management.
■Overview
The flow of "Updating Google Sheets when the status is updated in Notion" is a business workflow that reduces the effort of project management and data organization.
When the progress is changed in Notion, it is automatically reflected in Google Sheets, making centralized information management smoother.
It is possible to automate data sharing and improve the efficiency of the entire team.
■Recommended for
■Benefits of using this template
This is a flow that updates Google Sheets data starting from form apps like Google Forms. It enables automatic aggregation and sharing of responses.
■Overview
The flow "Update Google Sheets when a HubSpot form is submitted" is a business workflow that streamlines marketing and customer data management.
With automatic updates, data can be organized and analyzed smoothly, leading to improved operational efficiency.
■Who We Recommend This Template For
■Benefits of Using This Template
■Overview
The flow "Update customer status in Google Sheets when contract consent is submitted via Google Forms" is a business workflow designed to smoothly manage contract procedures.
■Recommended for
■Benefits of using this template
Data is automatically updated based on form responses, eliminating the need for manual verification and input.
Additionally, automation reduces human error and improves the accuracy of data management.
Smooth status updates enable rapid response.
Let's get started by creating a flow that automatically updates Google Sheets data! We'll use Yoom to set this up without any coding, so if you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that updates Google Sheets when an email with a specific label is received in Gmail!
The creation process is broadly divided into the following steps:
■Overview
The "Update Google Sheets when receiving an email with a specific label in Gmail" flow is a business workflow that streamlines email management and data organization.
For example, you can automatically update Google Sheets based on the content of task or progress report emails.
This reduces the need for manual data entry and enables centralized information management.
■Recommended for
■Benefits of using this template
First, integrate Gmail and Google Sheets with My Apps.
Once you log in to Yoom, click "Add" from "My Apps" in the left menu.
[For Gmail]
(1) Search for "Gmail" and select Gmail from the list of apps.
(2) Click "Sign in with Google".
(3) Enter the email address and password of the Gmail account you want to integrate with Yoom.
Click "Continue" on the [Sign in to Yoom] screen.
(4) Select all the information Yoom can access and click "Continue".
Note: If you have already integrated another Google app, access permissions have already been granted.
This completes the integration of Gmail with My Apps.
[For Google Sheets]
(1) Search for "Google Sheets" and select Google Sheets from the list of apps.
(2) Click "Sign in with Google".
(3) Enter the email address and password of the Google Sheets account you want to integrate with Yoom.
Click "Next" on the [Sign in to Yoom] screen.
(4) Select all the information Yoom can access and click "Continue".
Note: If you have already integrated another Google app, access permissions have already been granted.
This completes the integration of Google Sheets with My Apps.
Once the integration with My Apps is complete, let's set up the template right away.
Click "Try it" on the banner below to copy the template.
■Overview
The "Update Google Sheets when receiving an email with a specific label in Gmail" flow is a business workflow that streamlines email management and data organization.
For example, you can automatically update Google Sheets based on the content of task or progress report emails.
This reduces the need for manual data entry and enables centralized information management.
■Recommended for
■Benefits of using this template
When the template is copied to Yoom, the following screen will appear, so press "OK".
(1) First, set up the Gmail reception settings that will trigger the Flowbot.
Click on "When receiving an email with a specific label" at the top of the template.
(2) In "Account information connected to Gmail", select the Gmail account you want to use for the flow operation and click "Next".
(3) Select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
It is generally recommended to set the shortest time.
※ The shortest interval varies depending on the plan, so please be careful.
(4) Set the label you want to receive in the "Label" field.
Clicking on the input field will display suggestions from the linked account. Select the label you want to use for the flow operation from the "Options".
※ In Gmail, emails received can be automatically sorted into specified labels using the filter function. For more details, refer to the official site and make sure to label them when creating filters!
(5) Send a test email to the Gmail address that will trigger the flow. This time, we sent a test email assuming a task progress report!
After sending, click "Test" and confirm that the content and files of the sent email are extracted in the "Retrieved Value". After confirmation, click "Save" to complete the setup.
※ Retrieved Value refers to the values obtained when executing a "Test" during trigger or operation settings. The obtained data can be used as a value during subsequent operation settings, and the value changes each time the Flowbot is activated. For more details, please refer to here.
(1) Next, set up the extraction of text data from the received email content.
Click on "Extract data from text" in the template.
(2) Select the conversion type for the data you want to extract.
The default is set to 3,500 characters, but if you want to extract longer emails, select 7,000 characters or more.
(3) Set the content of the email you want to extract from Gmail in "Target Text".
Select "Body" under "When receiving an email with a specific label" in "Retrieved value".
(4) Set the items you want to extract from the email in "Items to Extract", separated by commas (,).
This time, we assumed a task progress report, so we set task name, status, detail, and due date.
Once the setup is complete, click "Test".
(5) If the test is successful, the text data of the items specified in "Items to Extract" from the email received in Gmail will be extracted as retrieved valuet. Make sure the text data is extracted correctly.
Once you have confirmed that the data is extracted correctly, click "Save" to complete the setup.
(1) Finally, set up the update of data in Google Sheets.
Click on "Operate the database" in the template.
(2) In "Account information linked with Google Sheets", select the account information of the Google Sheets you want to operate.
(3) Enter the ID of the Google Sheets you updated in "Spreadsheet ID".
You can enter the ID directly, but you can also set it from the list of sheets opened with the linked account displayed in "Options".
(4) Enter the target tab name within the set sheet in "Worksheet Tab Name".
The list of tabs within the set sheet will be displayed in "Options", so select the target tab name.
(5) Set the range of the table where the data you want to update is recorded in "Table Range". Once the setup is complete, click "Next".
(6) First, set the conditions for the record you want to update.
In the left cell, select an item with unique data from the cells within the sheet. For example, since "Task name" does not have duplicate data within the sheet, select "Task name".
(7) Select "Equals" in the middle cell.
In the right cell, select the data that matches the condition set in the left cell.
This time, select "Task Name" under "Extract data from text" in "Retrieved value".
(8) Next, set the "Updated Record Values".
If the input field is left blank, it will not be updated from the original value in the sheet. This time, we left the items "No.", "Task name", and "Detail" blank as they do not need to be updated.
On the other hand, select the data from "Extract data from text" in "Retrieved Value" for the items you want to update.
※ Just in case, set any items that might be updated from "Retrieved Value".
(9) Once the setup is complete, execute the test to update the data in Google Sheets. Open the target sheet and check if the data has been updated.
If the data has been updated correctly, click "Save" to complete the setup.
This completes all the settings.
After completing the settings, a pop-up like the one below will appear, so turn on the trigger.
Check if the flow operates correctly!
Yoom has many other automation templates using Dropbox!
Try searching for automation examples with apps you are familiar with.
■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 notifies Slack when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage tasks using shared sheets within the department
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Team members responsible for creating channels for each project to share information
■Benefits of using this template
Google Spreadsheets allow multiple people to edit a sheet simultaneously, making it an effective tool for smooth business operations.
By using Slack in conjunction, you can improve the accuracy of information within the team.
However, manually notifying each row update increases the risk of human error.
This flow is effective for those who want notifications every time Google Spreadsheet data is updated.
When information is updated in Google Spreadsheets, it automatically sends a notification to Slack based on the updated content, preventing errors from manual input.
Additionally, it allows for quick information sharing within the team by notifying immediately after an update.
■Notes
・Please integrate Google Spreadsheets and Slack 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 creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The "Update Google Sheets when a quote is sent via Wix" flow is a business workflow aimed at streamlining quotation tasks and improving data management accuracy.
When a quote is sent through Wix, the information in Google Sheets is automatically updated.
This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.
■Recommended for
■Benefits of using this template
By implementing automation to automatically update Google Sheets, you can simplify your tasks as data entry and writing are completed automatically!
This can reduce the need to continuously copy and paste data, be constantly caught up in daily updates, and face situations like "Which data is the latest?"
Moreover, Yoom is designed to be simple and user-friendly, allowing even beginners to easily implement automation. No complex programming knowledge is required.
Therefore, even those who have given up on implementing automation before should find it easy to try automating with Google Sheets!
Registration takes just 30 seconds, and you can start using it immediately afterwards. Try it out and see how it feels!
