How to copy a sheet from a template Google Spreadsheet at the beginning of each month and change the sheet name

(2) Next, select any project from the workspace list.
The copied template is stored in "My Projects" in the project list, so please check there.
(3) Once the following screen is displayed, let's proceed to Step 2.

Step 2: Setting Up Google Sheets

Next, proceed to the Google Sheets settings. This will prepare you to integrate with Yoom.
(1) Click "My Apps" on the left side of the screen.
(2) Then, click "+New Connection" displayed on the right side of the screen.

(3) Select Google Sheets from the list of apps.
(4) Click "Sign in with Google".

(5) Select and click the account you want to link on the account selection screen.
(6) On the Yoom login screen, verify that the account information to be linked is correct and click "Next".
(7) Finally, on the "Yoom is requesting additional access to your Google Account" screen, click "Continue" to complete the Google Sheets setup!

Once you reach this point, return to the copied template!
(8) Click "My Projects" from the project list.

(9) Click the copied template.
(10) Click "Edit" in the upper right corner of the flow list screen and proceed to Step 3.

Step 3: Setting Triggers and Actions

(1) Click "Schedule Trigger" from the flow list screen.

(2) Set the title for the schedule trigger.
*You can use the already set title as it is.
(3) In the schedule settings, set the day and time you want to activate the flow bot.
This time, we will keep the existing settings of the copied template, but you can set specific days of the week or more flexible settings.
For schedule settings, please refer to How to Set Up a Schedule Trigger.

(4) Click "Save".
(5) Click "Integrate with App" displayed under the schedule trigger you just set.

(6) Set the title.
*You can use the already set title as it is.
(7) Verify that the account information linked with Google Sheets is correct.
*If the information is not displayed, please click "+Add Linked Account" to register.
(8) Select "Copy Sheet (Tab)" as the action.

(9) Click "Next".

■API Connection Settings
(10) Select the Spreadsheet ID (Source) from the candidates.

(11) Also select the Sheet ID from the candidates.

(12) Also select the Spreadsheet ID (Destination) from the candidates.

(13) If there are no errors in the test, click "Save".
<span class="mark-yellow">Just one more step to complete!</span>
(14) Click "Integrate with App" at the bottom.

(15) Set the title.
*You can use the already set title as it is.
(16) Verify that the account information linked with Google Sheets is correct.
(17) Select "Update Sheet Name" as the action.

(18) Click "Next".

■API Connection Settings
(19) Select the Spreadsheet ID from the candidates.
(20) Set the Sheet ID from the output of "Copy Sheet (Tab)".

(21) Set the sheet name to any name you want after copying the template sheet.
This time, we will set First Day of the Month from the date.

(22) If there are no errors in the test, click "Save".
(23) Return to the flow list screen and change App Trigger to ON to complete the flow settings!
This completes the Google Sheets setup. Good job!

Other Automation Examples Using Google Sheets and Yoom Trigger Functions

In addition to the integrations introduced today, various automations can be achieved by utilizing the Google Sheets API and Yoom trigger functions.

If you find something interesting, please give it a try!

‍‍Automation Example Integrating Google Sheets with Scheduled Triggers

It is possible to copy a sheet from a template Google Sheet at the beginning of each month and rename that sheet.
Additionally, you can record the weekly aggregation results from Google Sheets into Notion.
Moreover, you can set up an integration to retrieve records from Google Sheets that match today's date and notify them on Slack daily.

Automation Example Using Google Sheets

Notify Chat Tools When a Row is Added in Google Sheets

Automatically notify Slack, Discord, etc., when a row is added in Google Sheets.

Add lead information to the customer management app when a row is added in Google Sheets

When lead information is added to Google Sheets, it will be automatically added to Salesforce, HubSpot, etc.

Create a folder in cloud storage when a row is added in Google Sheets

Automatically create a folder in Google Drive, OneDrive, etc., when a row is added in Google Sheets.

Automation Example Using Yoom Trigger Functionality

Add Submitted Form Content or File Content to Database

Use the form trigger to automatically add submitted content or file content to Google Sheets or similar.

Add the content received by email to a customer management app or task management app

Use email triggers to automatically register the received email content in applications like Salesforce or Trello.

Manually Launch Flowbot from the Specified App

Use the Chrome extension to manually launch Flowbot from individual pages such as Salesforce or Notion.

Benefits of Integrating Google Sheets

Benefit 1: Improved Work Efficiency

Creating reports at the beginning of the month or compiling campaign performance reports can be tedious when repeated with the same steps every month.
This repetitive manual work can be particularly burdensome when you're busy.
However, by implementing automation, these tasks can be completed in an instant.
If automation can eliminate the hassle of creating sheets, you can secure more time to focus on more important tasks.
Let's aim to reduce the chaos at the beginning of the month and strive for a stress-free environment.

Benefit 2: Maintain Data Consistency

When managing monthly data, creating sheets manually can lead to format discrepancies or name entry errors.
These can cause data inconsistency and negatively impact the reliability of reports.
By incorporating automation, sheets can be created in the same format every month, preventing naming errors and proving convenient.
This ensures data accuracy and allows for the easy creation of reliable reports.

Benefits of Integrating Google Sheets with Yoom

Traditional app integrations often require programming knowledge and can be cumbersome in terms of setup and troubleshooting.
This can be a hurdle, preventing many from taking the leap into automation.
Therefore, let's also explain the benefits of automating with Yoom.

Easy Setup

Yoom provides an intuitive interface.
Even without programming knowledge, you can automate by following the instructions on the operation screen.
This also saves engineering resources.
It's perfect for those who want to proceed with automation quickly and with minimal hassle.

Flexible Customization

Yoom offers a variety of templates that can be flexibly customized to meet user needs.
It can also integrate with numerous other apps, making it easy to connect with many applications.
This allows you to easily build integrations that perfectly fit your workflow!

Conclusion

In this article, we discussed the method of "automatically copying a sheet from a template Google Sheet at the beginning of each month and renaming the sheet."
Especially for monthly reports or campaign performance reports, incorporating automation should enable smooth and efficient operations.

With Yoom, you can easily integrate without any code.
Try this method and make your work easier and more comfortable!