How to link Google Forms with Excel to automatically register Google Forms responses in Microsoft Excel

How to Automatically Register Google Form Responses in Microsoft Excel

Earlier, I talked about the benefits of integration, and this time I would like to introduce the flow of "registering Google Form responses in Microsoft Excel" while referring to the actual screen.

Even without programming knowledge, you can complete the integration with simple operations and settings. Please try creating it together while operating.

[What is Yoom]

Step 1: Integrate Google Forms and Microsoft Excel with My Apps

First, integrate Google Forms with Yoom.

1. Click "App Integration" at the top left of the screen and select Google Forms.

2. Next, on the screen to integrate Yoom and Google Forms, click "sign in with Google".

3. On the "Account Selection" screen, select the account you want to integrate.

4. On the "Login to Yoom" screen, if there is no mistake in the account you want to integrate, select "Next" → on the next screen, select "Continue".

This completes the integration of Yoom and Google Forms.

Next, integrate Microsoft Excel with Yoom.

1. Click "App Integration" on the left tab and select Microsoft Excel.

2. Select the account you want to connect to, enter the password on the next screen, and the setup is complete!

Step 2: Set a Trigger to Activate When Google Form is Answered

Let's proceed with the actual setup! We'll start with the Google Form settings.

1. Perform Pre-Flow Creation Tasks.

・Select the project where you want to create the flow.

・Next, click "Create New" on the screen and start creating the flow with "Create from Scratch".

2. Enter Title and Select Trigger.

・The title is described in the flow for clarity.

・For trigger selection, choose "When an app event is received" and click Google Form.

‍

3. Set Up Linked Account and Action Selection.

・Enter the title for the app trigger.

・For account information to link with Google Form, connect with the desired account.

・For trigger action, select "When a response is submitted to the form".

4. Set Up API Connection for App Trigger.

・Select "5 minutes" for the trigger activation interval.

・Enter the form ID you want to link.

・Regarding the form ID, the "●●●●●●" part in the Google Form URL https://docs.google.com/forms/d/●●●●●●/edit is the form ID.

・Once the setup is complete, click "Test".

・If "Test Successful" is displayed, the trigger setup is complete.

・For how to obtain response content other than existing items with Google Form trigger, please check how to obtain response content here.

‍

‍

This completes the integration between Google and Yoom!

Step 3: Set an Action to Append Responses to Microsoft Excel

Next, let's integrate Microsoft Excel with Yoom.

Click the + displayed immediately below after setting up earlier.

‍

1. In Operation Selection, Choose "Operate Database" → "Microsoft Excel".

2. Set Up Database Integration.

・Enter the title for the operation.

・For account information to link with Microsoft Excel, connect with the desired account.

・For execution action, select "Add Record".

‍

Scroll and enter the database integration input.

・Enter each item and click Next.

‍

3. The Set Microsoft Excel Table Information is Retrieved and Displayed.

・Embed the information obtained from Google Form as output in each item.

・Once the input is complete, conduct a test.

・Conduct a test, confirm that the information is added, and save.

This completes the flow to register Google Form responses to Microsoft Excel in integration with Yoom!

Other Examples of Automation Using Google Forms and Microsoft Excel

There are many other examples of automation using Google Forms and Microsoft Excel on Yoom, so here are a few introductions.

1. For those using Google Sheets instead of Excel, you can achieve the same results by utilizing this template.

‍

2. Based on the results of the responses, it is also possible to create documents in Excel. It seems useful in situations where you need to create standardized documents like receipts or contracts.

‍

Summary

How was it? By using Yoom, you can easily set it up without utilizing GAS.
It's user-friendly, so it will undoubtedly increase the efficiency of administrative tasks and boost productivity!

The flow introduced was about adding information, but you can also arrange it to "notify Slack of the added information."
Additionally, as an advanced application, you can create a flow to "add information received in Google Forms to Microsoft Excel and Google Sheets."
With simple operations, you can integrate with various apps and create flow bots tailored to your situation with just a bit of customization.

Take this opportunity to try using Yoom to create flow bots!