"Manually creating the same documents every time" and "It's challenging to compile form content into a document" are issues that many people might be experiencing. The task of transcribing into Google Docs is time-consuming, prone to errors, and affects work efficiency.
However, when trying to automate by integrating with external tools, you might feel, "It seems difficult without knowledge..." or "We might need an engineer."
This is where we recommend utilizing the no-code tool, Yoom. With Yoom, you can easily set up data integration with Google Docs without any specialized knowledge.
For example, by automatically writing responses collected from Google Forms into Google Docs, you can significantly reduce the effort of document creation. The major advantage is that you can efficiently proceed with daily tasks while preventing transcription errors.
In this article, we will introduce methods to automate by combining Google Docs with other apps. We will particularly focus on the flow of "adding Google Form responses to Google Docs" and explain it clearly.
For those who want to try it quickly
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■Overview The "Add Google Form Responses to Google Document" workflow automatically writes data collected from Google Forms into Google Documents. This reduces manual data entry and achieves centralized information management. As a result, you can efficiently organize and share form responses, which is expected to reduce work time and prevent errors.
■Recommended for ・Those who collect a large number of responses using Google Forms ・Those who want to organize and share response content in Google Documents ・Business personnel who do not want to spend time and effort on manual data entry ・Leaders who want to easily share and refer to form responses within the team ・Executives who want to achieve centralized data management and improve business efficiency
■Notes ・Please link both Google Forms and Google Documents with Yoom.
Various Methods to Automatically Write and Transfer Data to Google Docs
There are various ways to automatically write and transfer data to Google Docs. 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 automatic writing and transferring to Google Docs.
Automatically Send and Transfer Form Data to Google Docs
You can transfer form data or use the data to create documents. This helps reduce input errors and working time.
■Overview The "Add Google Form Responses to Google Document" workflow automatically writes data collected from Google Forms into Google Documents. This reduces manual data entry and achieves centralized information management. As a result, you can efficiently organize and share form responses, which is expected to reduce work time and prevent errors.
■Recommended for ・Those who collect a large number of responses using Google Forms ・Those who want to organize and share response content in Google Documents ・Business personnel who do not want to spend time and effort on manual data entry ・Leaders who want to easily share and refer to form responses within the team ・Executives who want to achieve centralized data management and improve business efficiency
■Notes ・Please link both Google Forms and Google Documents with Yoom.
■Overview Are you manually creating documents in Google Docs based on application details and survey responses received via Google Forms? Although this task is routine, it is one of the tasks prone to input errors due to copy & paste and missed actions. By using this workflow, you can automatically issue documents in Google Docs from a specified template when a response is submitted to Google Forms, solving these challenges.
■Who we recommend this template for ・People who use Google Forms and Google Docs and create documents manually ・Those who want to streamline issuing standard documents such as application forms and thank-you letters after survey responses ・Those who want to achieve fast and accurate document delivery in response to actions from forms
■Notes ・Please connect both Google Forms and Google Docs with Yoom. ・For how to retrieve response contents when using Google Forms as a trigger, see the following. https://intercom.help/yoom/en/articles/6807133 ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
Automatically Send and Forward Email Content to Google Docs
You can read the content of received resumes to issue documents or transcribe the body of emails that match specific subjects into Google Docs. Automation seems to help prevent the personalization of tasks.
Generate a document in Google Docs based on the content of a resume received in Gmail.
■Overview The flow 'Generate documents in Google Docs based on resumes received in Gmail' is a business workflow to streamline recruitment operations. It automatically analyzes resumes received in Gmail and writes them into Google Docs. This eliminates the need for manual data entry, allowing for quick and accurate document creation. It reduces the workload of recruiters and improves the overall efficiency of operations.
■Recommended for ・HR personnel managing a large number of resumes using Gmail ・Those who want to automatically generate recruitment documents using Google Docs ・Team leaders who want to accurately document resume content and reduce manual errors ・Executives who want to promote automation of the recruitment process and improve operational efficiency ・IT personnel who want to optimize business workflows using AI and OCR technology
■Notes ・Please link both Gmail and Google Docs with Yoom.
■Overview The flow 'Add to Google Document when receiving an email with a specific subject in Outlook' is a business workflow that automates email management and document creation. When an email with a specific subject is received in Outlook, its content is automatically written to a Google Document, enabling centralized information management. By utilizing this workflow, you can eliminate manual transcription work and improve work efficiency.
■Recommended for ・Business people who want to efficiently manage emails received in Outlook ・Those who want to automatically write information to Google Documents and reduce the hassle of document creation ・Team leaders who want to reduce the time spent manually organizing multiple emails ・Administrative staff who want to quickly reflect email content in shared documents ・Executives who want to automate business workflows and improve the efficiency of daily operations
■Notes ・Please link both Outlook and Google Documents with Yoom. ・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 The workflow "When an event is created in Google Calendar, create a new document in Google Docs" automates schedule management and document creation. By utilizing Yoom, when a new event is added to Google Calendar, it is automatically created in Google Docs with the specified name. This reduces effort and improves work efficiency.
■Recommended for ・Business persons who use Google Calendar daily and want to streamline schedule management ・Project managers who want to automatically complete document creation ・Those aiming to reduce manual Google Docs creation tasks and automate operations ・Administrators who want to strengthen the integration of schedules and documents as part of their business workflow
■Notes ・Please link both Google Calendar and Google Docs with Yoom.
■Overview The "Create a new document in Google Docs when an event is registered in Outlook" workflow automates schedule management and document creation. When a meeting is added to Outlook, a related Google Document is automatically generated, creating a dedicated document. This eliminates the need for manual document creation, allowing for smooth preparation before starting work. By utilizing Yoom, daily business processes become even more efficient.
■Recommended for ・Those who use Outlook regularly and want to streamline schedule management ・Business people who want to automate the creation of Google Documents ・Those who want to reduce the time spent preparing for meetings and focus on other important tasks ・Team leaders who want to reduce errors from manual document creation ・Small business owners considering automating business workflows
■Notes ・Please link both Outlook and Google Docs with Yoom. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Let's Create a Flow to Automatically Write and Transfer Data to Google Docs
Now, let's create a flow to automatically write and transfer data to Google Docs! This time, we will proceed with the settings using Yoom without any coding. If you don't have a Yoom account yet, please issue an account fromthis registration form.
[What is Yoom]
This time, we will create a flow bot that adds responses from Google Forms to Google Docs!
The creation process is broadly divided into the following steps.
Integrate Google Forms and Google Docs with My Apps
Copy the template
Set triggers for Google Forms and actions for Google Docs
Turn on the trigger and complete the preparation for flow operation
■Overview The "Add Google Form Responses to Google Document" workflow automatically writes data collected from Google Forms into Google Documents. This reduces manual data entry and achieves centralized information management. As a result, you can efficiently organize and share form responses, which is expected to reduce work time and prevent errors.
■Recommended for ・Those who collect a large number of responses using Google Forms ・Those who want to organize and share response content in Google Documents ・Business personnel who do not want to spend time and effort on manual data entry ・Leaders who want to easily share and refer to form responses within the team ・Executives who want to achieve centralized data management and improve business efficiency
■Notes ・Please link both Google Forms and Google Documents with Yoom.
Connecting your app first will make the subsequent settings proceed smoothly.
First, let's connect your current Google Forms with Yoom! From the left side of the Yoom page, select My Apps → Add.
Search for Google Forms and sign in. Then, you will see this screen, and if there are no issues, click Continue.
Next, connect with Google Docs.
Similarly, from the left side of the Yoom page, select My Apps → Add. As before, an access permission screen will appear, so check it and click Continue.
Once the connection with Google Forms and Google Docs is completed and displayed in My Apps, it's OK.
Step 2: Copy the Template
From here, we will create the flow. Open the template page and click 'Try this template'.
■Overview The "Add Google Form Responses to Google Document" workflow automatically writes data collected from Google Forms into Google Documents. This reduces manual data entry and achieves centralized information management. As a result, you can efficiently organize and share form responses, which is expected to reduce work time and prevent errors.
■Recommended for ・Those who collect a large number of responses using Google Forms ・Those who want to organize and share response content in Google Documents ・Business personnel who do not want to spend time and effort on manual data entry ・Leaders who want to easily share and refer to form responses within the team ・Executives who want to achieve centralized data management and improve business efficiency
■Notes ・Please link both Google Forms and Google Documents with Yoom.
As you proceed, the template will be automatically copied to your workspace, and the following screen will be displayed.
Select OK and proceed to the next step. The template is saved in My Projects, and you can change the template name if necessary.
Click on My Projects on the left to display the template you just copied. Click on the ellipsis (...) on the right and select Edit.
Items to Prepare
A test form like the one below. Add response items as needed.
Set it to obtain the respondent's email address.
Step 3: Set Google Form Trigger
Now, let's set up the app trigger. Select "When a response is submitted to the form".
Check the account information to be linked and proceed to the next step. Enter the required fields.
Trigger Interval: The shortest interval for setting triggers varies depending on your plan, so be sure to check that. It is generally recommended to use the shortest trigger interval for that plan.
Here, provide a sample response to the Google Form as follows.
Return to Flowbot and test.
If the integration is successful, the schedule information will be displayed in the retrieved value at the bottom of the screen. By quoting these values during the subsequent action settings, you can achieve data integration between Google Forms and Google Docs! About Retrieved value | Yoom Help Center
Google Forms uses JSONPath to retrieve responses. Click "Add value to retrieve".
Help to retrieve responses. Once retrieval is complete, click Add and select Save.
Step 4: Set to Write to Google Docs
Next, to set up writing Google Form responses to Google Docs, click "Append Text to End".
As before, check the linked account information and proceed to the next step. Set the required fields.
Document ID: From the displayed options, select the Google Doc you want to write to.
Text to Add: Use the output as shown below.
*Items selected from the retrieved value are displayed as in the image below.
This indicates that the value is being quoted, allowing you to use the values obtained by the trigger as is. If you manually enter items like email addresses, they will be transcribed each time, so be sure to select items obtained from the trigger from the retrieved value.
Once the setup is complete, test and save. *Please note that testing will write to Google Docs.
Check Google Docs.
The Google Form response content has been successfully written.
Step 5: Turn ON the Trigger to Complete Setup
When the following image is displayed, turn on the trigger. With this, all settings are complete, so let's check if the Google Form response content is added to Google Docs.
This was the method to "Add Google Form Responses to Google Docs".
Other Automation Examples Using Google Docs
By leveraging integration with Google Docs, you can further streamline tasks related to document creation and sharing. In addition to the method introduced here, integrating with various apps can make daily tasks much easier. If there's an integration you're interested in, please give it a try!
Enter the responses from the Google Form into Excel.
■Overview Manually transcribing survey and inquiry responses collected via Google Forms into Microsoft Excel one by one can be time-consuming. Manual copy & paste can also cause input errors and missed entries. With this workflow, as soon as a response is submitted to Google Forms, its contents are automatically entered into Microsoft Excel, resolving these issues and enabling smoother data management.
■Who we recommend this template for ・Those who manually transcribe responses collected via Google Forms into Microsoft Excel ・Those who want to quickly share inquiries or application information from the form with stakeholders ・Operations staff who want to eliminate manual data entry errors and improve data accuracy
■Notes ・Connect both Google Forms and Microsoft Excel with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・For how to retrieve response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133 ・Microsoft 365 (formerly Office 365) has consumer plans and business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・For configuring the operation that manipulates the Microsoft Excel database, please refer to the following: https://intercom.help/yoom/en/articles/9003081
■Overview Are you manually registering information such as inquiries or event applications acquired via Google Forms into Salesforce one by one? This work not only takes time, but it also tends to cause human errors such as copy-and-paste mistakes or missed entries. By leveraging this workflow, when a response is submitted to Google Forms, lead information will be automatically registered in Salesforce, eliminating the burden of such routine tasks and enabling prompt customer responses.
■Who we recommend this template for ・Marketing personnel who manage information collected via Google Forms in Salesforce ・Sales representatives who want to eliminate mistakes and delays caused by manual data entry ・Those who want to automate repetitive data-transfer tasks and focus on more core work
■Notes ・Please connect Yoom with both Google Forms and Salesforce. ・Salesforce is available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the configured flowbot operations and Data Connect will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・For how to retrieve the response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
Automating the task of writing to Google Docs can make your daily work much smoother. Especially when combined with tools like Google Forms, it reduces the worry of manual transcription errors and improves the overall quality of work.
With Yoom, even without programming knowledge, anyone can easily achieve such integration. You can start for free, so why not consider incorporating it as a first step towards efficiency?
Register with Yoom now and make your work easier!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
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