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Efficient information management and communication are essential in a business environment.
Many companies are likely achieving efficiency by using apps.
Are you satisfied with just using one app?
This time, we introduce a flow bot that automatically adds content posted in a specific room to Google Sheets by integrating two apps: Microsoft Teams and Google Sheets!
We will also explain the benefits of app integration and provide specific instructions on how to set it up without any programming.
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start immediately from the template below, so please give it a try!
■Overview
This is a flow that adds content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
■Recommended for
1. Those who communicate daily using Microsoft Teams
・Administrative staff who share information on Microsoft Teams
2. Those who manage work using Google Spreadsheets
・Management department staff who manage information on Google Spreadsheets
■Benefits of using this template
If you are manually transferring data to Google Spreadsheets, there is a possibility of human errors such as transcription mistakes or omissions.
Moreover, manual transcription takes time away from tasks that should be prioritized, making it inefficient.
This template allows you to automatically append content posted on Microsoft Teams to a Google Spreadsheet.
By automating the transcription process, you can prevent human errors and improve work efficiency.
■Notes
・Please integrate both Microsoft Teams and Google Spreadsheets with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, 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 restricted apps and AI features (operations).
[What is Yoom]
First, please visit the official Yoom website to create an account.
If you already have an account, please log in.
Yoom Account Registration Page
Once logged into your Yoom account, register the app you will use.
1) Click "My Apps" and select "+ Add".
2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.
* AI operations are only available with the Team Plan and Success Plan.
For Free Plan and Mini Plan, operations and data connections set with Flowbot will result in errors, so please be careful.
Moreover, paid plans such as Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use apps that are normally restricted.
Please give it a try!
3) Once registered, an icon will appear in My Apps.
Check to see if the icons for the two registered apps are displayed.
Now, let's create a flow called [Add Content Posted in a Specific Room in Microsoft Teams to Google Sheets].
For this flow, you need to prepare a Google Sheet in advance to add content posted in a specific room in Microsoft Teams.
Think about how to summarize the extracted information from the content posted in a specific room and add it to Google Sheets, and prepare in advance.
1) Click the "Try This Template" icon of the template introduced earlier to copy it to My Projects.
2)The following display will appear.
Follow the instructions and click on the flow icons with "!" on the right in order, and edit them.
Titles and details can be changed by clicking on them.
Modify them to be user-friendly.
3)Click on "App Trigger: When a message is sent to a channel".
4)Select the action "When a message is sent to a channel" and click "Next".
5)Select the trigger activation interval and enter the required fields.
Once entered, click "Test", and if the test is successful, click "Save".
6)Return to the flow and click on the icon "Extract data from text".
7)Select the conversion type "Extract data (2 tasks)" and click "Next".
8)Enter the items.
You can reference the output information linked earlier, so use it as needed.
Once entered, click "Test", and if the test is successful, click "Save".
9)Return to the flow and click on the icon "Operate database: Add record".
10)Select the action "Add record", enter the "Database ID", and click "Next".
11)Enter the values for the record to be added.
You can reference the output information extracted earlier, so use it as needed.
Once entered, click "Test", and if the test is successful, click "Save".
12)This completes the flow of [Adding content posted in a specific room on Microsoft Teams to Google Sheets].
13)Once all settings are complete, the following display will appear, so click "Turn on Trigger". Activate the flow bot and check if it operates correctly once.
Here is the template used this time
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Microsoft Teams and Google Sheets.
All of them can be used with simple settings, so if there is anything you are interested in, please give it a try!
You can translate text added in Google Sheets into English and notify Microsoft Teams, or notify Microsoft Teams when a row is updated.
Furthermore, it is also possible to retrieve the relevant records and notify them in bulk every day.
■Overview
This is a flow that notifies Microsoft Teams when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers managing tasks with shared sheets
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Microsoft Teams as their main communication tool
・Companies using it as an internal information-sharing tool
・Those who communicate in teams for each project
■Benefits of using this template
Google Sheets is a tool that can be used to facilitate information sharing within a team.
Additionally, using Microsoft Teams allows for smooth communication within the team.
However, manually notifying updates in Google Sheets hinders real-time information sharing.
This flow is effective for those who want to know updates in Google Sheets immediately.
It sends notifications to Microsoft Teams right after updates in Google Sheets, eliminating time lags in information sharing.
Moreover, it allows notifications to include quoted update details, maintaining the accuracy of shared information.
■Notes
・Please integrate Google Sheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that retrieves records corresponding to today's date on Google Sheets and notifies Microsoft Teams in bulk every day.
■Recommended for
1. Those who use Google Sheets to conduct their work
・Product managers managing development schedules for new projects
2. Those who use Microsoft Teams as their main communication tool
・Those who use Microsoft Teams for sharing progress among members
■Benefits of using this template
Google Sheets reflects changes in real-time, allowing instant confirmation of each task's progress. However, depending on the timing of confirmation, there may be discrepancies in understanding among members.
This template can notify records corresponding to today's date in bulk, reducing discrepancies in understanding among members.
■Notes
・Please integrate both Google Sheets and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, you will need the "Repeat the same process" operation.
※The "Repeat the same process" operation is available only in the Team Plan and Success Plan.
・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 subject to restrictions.
■Overview
The "Translate Added Text in Google Sheets to English and Notify Microsoft Teams" workflow is a business workflow designed to streamline communication within a team. When new text is added to a Google Sheet, it is automatically translated into English and the content is notified to Microsoft Teams. This enables smooth information sharing even in teams that require multilingual support.
By implementing this workflow, you can automate the process from adding text to Google Sheets, translating it, and notifying Microsoft Teams, significantly reducing the effort and time required for these tasks. This leads to smoother communication across the team and improved operational efficiency.
■Recommended for
■Benefits of Using This Template
Information sharing among team members becomes smoother, allowing you to quickly grasp the progress of the project.
■Overview
The "Notify Microsoft Teams when a task is updated in Wrike" flow is a business workflow that streamlines project management.
When the status of a task is changed in Wrike, a notification is automatically sent to Microsoft Teams.
This facilitates smooth information sharing among team members and allows for quick understanding of project progress.
■Recommended for
■Benefits of using this template
■Overview
The flow "Notify Microsoft Teams when an issue is updated in GitLab" is a business workflow that enhances collaboration within development teams.
When updates such as status changes or comment additions are made to issues in GitLab, notifications are automatically sent to Microsoft Teams.
■Recommended for
■Benefits of using this template
■Overview
The "Notify Microsoft Teams when a Backlog issue is updated" workflow is a business workflow that streamlines project management and communication.
Every time an issue is updated in Backlog, a notification is automatically sent to Microsoft Teams, allowing the entire team to understand the progress in real-time.
This prevents information sharing omissions and communication delays, enabling efficient project management.
■Recommended for
■Benefits of using this template
Since notifications are automatically sent to Microsoft Teams when a Backlog issue is updated, the hassle of manual notifications is eliminated.
Notifications allow you to quickly grasp issue updates, enabling you to take necessary actions promptly.
Automation smooths information sharing across the entire team, enhancing communication.
Eliminating the need for manual transcription saves time and prevents human errors.
When a task is registered, a notification is promptly sent to Microsoft Teams, which may help ensure that you do not miss the occurrence of a task.
This can reduce manual work and may prevent human errors such as mistyping a folder name or forgetting to create it.
■Overview
This is a flow that creates a folder in Box 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 find manual management cumbersome due to frequent data updates and additions
・Those who want to manage data efficiently
2. Those who use Box as a cloud storage service
・Those who want to automate the process of uploading data to Box
・Those who want to save time organizing folders in Box due to complex folder management
■Benefits of using this template
By utilizing this template, a folder is automatically created in Box when a row is added in Google Sheets.
This provides several benefits.
Firstly, it improves work efficiency. By eliminating the need to manually create folders, you can allocate that time to other important tasks.
Next, it enables centralized information management. With folders automatically created in Box, necessary information is consolidated in one place, making access easier.
Additionally, it reduces the risk of human error. Manual folder creation can lead to mistakes such as incorrect folder names or missing folders, but automation helps avoid such risks.
■Notes
・Please connect both Google Sheets and Box with Yoom.
・The trigger interval can be selected 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
This is a flow that creates a folder in Microsoft SharePoint when a row is added in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Sales representatives who want to centrally manage customer information in Google Sheets and reduce the effort of storing proposal documents and contracts for each customer
・Sales team leaders who manage projects on a per-project basis and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
2. Those who use Microsoft SharePoint for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in Microsoft SharePoint based on the information added to Google Sheets.
It reduces the effort of manual work and prevents human errors such as typos in folder names or forgetting to create folders.
The storage locations for various documents and forms are unified, helping to improve the efficiency of file management.
■Notes
・Please integrate Yoom with both Google Sheets and Microsoft SharePoint.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Automation can help prevent errors that occur with manual tasks and maintain data consistency between tools.
This eliminates the need for manual entry, preventing human errors such as input mistakes, omissions, and duplicate registrations, thereby facilitating smooth information sharing.
By automatically adding information posted in specific rooms to Google Sheets, centralized data management can be achieved.
For example, in project management, it becomes possible to automatically aggregate progress updates and task completion reports posted by each member in Microsoft Teams into Google Sheets.
In this way, project managers can easily grasp the overall progress by checking Google Sheets, and having consolidated information may save time in searching.
The integration of Microsoft Teams and Google Sheets is expected to facilitate smoother communication and easier information sharing across the team.
For instance, while sharing the progress of tasks or projects managed in Google Sheets within Microsoft Teams, members can assign tasks and check progress among themselves.
This eliminates the hassle of switching between the two apps for confirmation, potentially improving overall work efficiency!
The integration of Microsoft Teams and Google Sheets enables centralized data management and smooth information sharing, which can lead to improved work efficiency.
In particular, it greatly benefits project management and communication within the team.
Additionally, by using Yoom for integration, you can easily set up the connection without any coding, making it accessible to anyone without technical knowledge.
Aim for improved work efficiency and productivity by trying out app integration!
