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Google Sheets is an essential tool for managing and analyzing business data.
However, manually creating a new sheet at the beginning of each month can feel like a chore—especially for those regularly preparing monthly reports or campaign performance summaries.
In this article, we’ll introduce a way to eliminate that “small hassle” by automatically copying a template Google Sheet and renaming the new sheet—all without writing a single line of code.
Even if you're new to automation, this is an easy task to start with!
Let’s make the start of each month a little easier and help you keep your work flowing smoothly.
This guide introduces how to set it up using the no-code tool Yoom.
No complex settings or programming required—even non-engineers can do it easily.
You can get started instantly using the template linked below, so be sure to check it out!
■Overview
This is a flow where you copy a sheet from a template Google Spreadsheet and rename it at the beginning of each month.
■Recommended for
1. Those who have responsibilities at the beginning of each month
・Sales department personnel creating monthly reports
・Marketing personnel creating monthly campaign performance reports
2. Those who use Google Spreadsheets for work
・Project leaders using Google Spreadsheets for progress and task management
・Production department personnel managing inventory data
■Benefits of using this template
Google Spreadsheets allow for smooth creation of reports by preparing a template.
However, if the template and the actual reports are managed separately, manually copying sheets can be cumbersome.
This template is suitable for those who want to automatically copy a template sheet to another Google Spreadsheet.
Since the template sheet is copied at the beginning of the month, there is no need to open multiple Google Spreadsheets, thereby streamlining your work.
Additionally, by customizing this template, you can transfer information from sheets other than the template, potentially reducing the time needed to create reports.
■Notes
・Please integrate Google Spreadsheets with Yoom.
[About Yoom]
If you're new, please check out Getting Started with Yoom.
There are videos available that explain the experience and operation methods during the free trial, so you can thoroughly understand the actual operation feel and the effectiveness of the features.
Now, let me introduce the settings for the flow "Copy a sheet from a template Google Spreadsheet at the beginning of each month and rename the sheet".
Even if you are worried about the operation, don't worry. If you proceed step by step, you should be able to proceed without any issues.
First, if you do not have a Yoom account, please create one from the Yoom account issuance page.
(1) Access the banner below and click "Try this template!"
■Overview
This is a flow where you copy a sheet from a template Google Spreadsheet and rename it at the beginning of each month.
■Recommended for
1. Those who have responsibilities at the beginning of each month
・Sales department personnel creating monthly reports
・Marketing personnel creating monthly campaign performance reports
2. Those who use Google Spreadsheets for work
・Project leaders using Google Spreadsheets for progress and task management
・Production department personnel managing inventory data
■Benefits of using this template
Google Spreadsheets allow for smooth creation of reports by preparing a template.
However, if the template and the actual reports are managed separately, manually copying sheets can be cumbersome.
This template is suitable for those who want to automatically copy a template sheet to another Google Spreadsheet.
Since the template sheet is copied at the beginning of the month, there is no need to open multiple Google Spreadsheets, thereby streamlining your work.
Additionally, by customizing this template, you can transfer information from sheets other than the template, potentially reducing the time needed to create reports.
■Notes
・Please integrate Google Spreadsheets with Yoom.
(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.
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.
(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".
Just one more step to complete!
(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!
■Overview
This is a flow where you copy a sheet from a template Google Spreadsheet and rename it at the beginning of each month.
■Recommended for
1. Those who have responsibilities at the beginning of each month
・Sales department personnel creating monthly reports
・Marketing personnel creating monthly campaign performance reports
2. Those who use Google Spreadsheets for work
・Project leaders using Google Spreadsheets for progress and task management
・Production department personnel managing inventory data
■Benefits of using this template
Google Spreadsheets allow for smooth creation of reports by preparing a template.
However, if the template and the actual reports are managed separately, manually copying sheets can be cumbersome.
This template is suitable for those who want to automatically copy a template sheet to another Google Spreadsheet.
Since the template sheet is copied at the beginning of the month, there is no need to open multiple Google Spreadsheets, thereby streamlining your work.
Additionally, by customizing this template, you can transfer information from sheets other than the template, potentially reducing the time needed to create reports.
■Notes
・Please integrate Google Spreadsheets with Yoom.
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!
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.
■Overview
This is a flow that retrieves records from Google Sheets that match today's date and sends a batch notification to Slack daily.
■Recommended for
1. Those who use Google Sheets to manage their work
・Project leaders who manage task deadlines in Google Sheets
・Sales representatives who manage meeting schedules with clients in Google Sheets
2. Those who use Slack as their main communication tool
・Those who want to receive task reminders on Slack
・Those who want to send daily shared information in bulk to Slack
■Benefits of using this template
Google Sheets allows you to check content online, making it a suitable tool for collaboration.
However, when a team uses Google Sheets, each member needs to check the content individually, which can be cumbersome.
This template is suitable for those who want to send shared information from Google Sheets in bulk.
It eliminates the need for manual notification tasks, preventing notification omissions and enabling speedy information transmission within the team.
■Notes
・Please integrate Google Sheets and Slack with Yoom.
・The maximum number of records that can be retrieved from Google Sheets is 10. If you need to retrieve more than 10, the "Repeat the same process" operation is required.
※The "Repeat the same process" operation is available only with the Team Plan and Success Plan.
・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 workflow allows you to aggregate information from Google Sheets weekly and automatically record and update the results in Notion. With this automation, you can seamlessly integrate spreadsheet data into Notion, enabling efficient and accurate information sharing. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that adds a new tab to a Google Spreadsheet at the beginning of each month.
■Recommended for
1. Those with responsibilities at the beginning of each month
・Accounting personnel who prepare monthly financial reports and manage budgets
・Project leaders who report on monthly progress
2. Those who use Google Spreadsheets for their work
・Those who manage accounting information using Google Spreadsheets
・Those who want to automate monthly routine tasks
■Benefits of using this template
Google Spreadsheets is an ideal tool for collaborative data management.
However, when working with predetermined sheets each month, there is a risk of forgetting to add sheets or entering data into the wrong sheet, causing rework.
This template is suitable for those who want to automate monthly routine tasks.
It allows you to add a new sheet to a specific Google Spreadsheet at the beginning of each month, eliminating the risk of forgetting to add sheets and preventing unnecessary rework.
Additionally, by adding operations to the Google Spreadsheet after this flow, it is possible to apply specific templates.
■Notes
・Please integrate Google Spreadsheets with Yoom.
Notify Chat Tools When a Row is Added in Google Sheets
Automatically notify Slack, Discord, etc., when a row is added in Google Sheets.
■Overview
This flow notifies Slack when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Accounting professionals who manage and add information on shared sheets
・Administrative department personnel who want to edit the same data simultaneously with multiple people
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Project managers who create channels for each project to share information
■Benefits of using this template
Google Spreadsheets are an effective tool for team projects because they allow easy information sharing.
By using Slack simultaneously, you can share information instantly, leading to transparency within the team.
However, notifying Slack every time new information is entered into Google Spreadsheets can be cumbersome.
This flow is effective for those who want to be notified when information is added to Google Spreadsheets.
When information is added to Google Spreadsheets, it automatically sends a notification to Slack, enabling quick information sharing within the team.
Additionally, by quoting the added content in the chat, you can improve the accuracy of the information.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
■Overview
This is a flow that notifies Discord when a row is added in Google Sheets.
■Recommended for
1. People who use Google Sheets for work
・Accountants who accumulate information in Google Sheets
・Administrative department personnel using Google Sheets for collaborative work
2. People who use Discord as their main communication tool
・Those who communicate via Discord in project management
・Companies using Discord as an information-sharing tool
■Benefits of using this template
Google Sheets excels in collaborative editing and facilitates smooth information sharing among members.
However, it can sometimes be unclear who added the information, potentially leading to time-consuming verification.
This template is suitable for those who want to ensure transparency among contributors by sending notifications to a communication tool.
Every time information is added to Google Sheets, it automatically sends a notification to Discord, allowing you to quickly identify who added what information.
■Notes
・Please integrate both Google Sheets and Discord with Yoom.
■Overview
This is a flow that notifies Microsoft Teams when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage and add information on shared sheets
・Accounting departments that want to edit the same sheet simultaneously with multiple people
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
Managing information with Google Spreadsheets facilitates smooth information sharing within the team and leads to project activation.
By using Microsoft Teams, information sharing within the team becomes even easier.
However, manually notifying Google Spreadsheet information each time is a significant hassle.
This flow is suitable for those who want to share information immediately after adding it.
By sending notifications to Microsoft Teams simultaneously with the addition of content, it eliminates the hassle of manual input and enables quick information sharing.
■Notes
・Please link both Google Spreadsheets and Microsoft Teams 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.
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.
■Overview
This is a flow that adds a record to Salesforce when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared data and share information
・Sales assistants who share sheets with client companies and exchange information
2. Companies that manage deals with Salesforce
・Those who register and share the status of each project with their team
・Executives or sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.
This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce 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 set in the flow bot 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 creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a row to a Google Spreadsheet and then adds it to a SendGrid contact list.
■Recommended for
1. Those who want to improve work efficiency using Google Spreadsheets
・Those who manage lead information using Google Spreadsheets
2. Those who want to streamline email distribution using SendGrid
・Those who find it cumbersome to add information to the contact list each time
・Email marketers who want to easily manage new contact lists
■Benefits of using this template
The benefits of using this flow include the following:
Firstly, by integrating with Google Spreadsheets, information is automatically added to the SendGrid contact list, reducing workload and improving work efficiency.
By automating part of the manual work, you will be able to focus on other important tasks.
Additionally, this automated flow improves the accuracy of email marketing.
It becomes easier to maintain the contact list in an up-to-date state, enabling effective campaigns targeted at your audience, which also contributes to improved conversion rates.
■Notes
・Please integrate both Google Spreadsheets and SendGrid with Yoom.
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.
■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
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.
■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.
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.
■Overview
When a survey response is submitted on Yoom's form, the information is added to a Google Spreadsheet.
You can centralize the collection of form responses and data.
■Preparation
・It is necessary to register (link) your app with the app you will use in advance. Below is a reference guide for linking.
※There may not be a detailed guide available for apps that can be linked in a simplified manner. https://intercom.help/yoom/ja/collections/3041779
・Prepare a spreadsheet in advance to accumulate application information.
※The spreadsheet used for accumulation (view-only access. Please copy if you wish to use it.) https://docs.google.com/spreadsheets/d/1S-ENG6XntHgcwsNeUh6wJ5OVML8Sy_ZPYZTkH-PzMDQ/edit#gid=0
■Creation Method
① Select the form trigger, configure the following settings, and save.
・Each question item: Set necessary items such as name, contact information, address, and question content for the survey form.
・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※For details on form settings, please refer here. https://intercom.help/yoom/ja/articles/8009267
② Press the + mark under the trigger, select Google Spreadsheet from the operations to manipulate the database, configure the following settings, and test/save.
・Execution action: Add a record.
・Spreadsheet ID: Click the field and select the pre-prepared spreadsheet from the options.
・Spreadsheet tab name: Click the field and select the target sheet from the options.
・Table range: Enter the target range including column names. In this example, it is set as A1:G.
・Values of the record to be added: Embed the output obtained in ① corresponding to the displayed column names. (Embedding the output)
※For embedding the output, please refer here. https://intercom.help/yoom/ja/articles/8223528
※For the definition of the table range in Google Spreadsheet, please refer here. https://intercom.help/yoom/ja/articles/8703465
■Overview
This flow reads resumes submitted through the form using OCR and adds them to Notion. It eliminates the need for manual data entry of resumes, thereby improving work efficiency.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
For business owners and recruiters, managing candidate information is one of the important tasks.
However, if such tasks are done manually, it can be time-consuming and reduce work efficiency. There is also a possibility of human errors such as transcription omissions or input mistakes.
This flow allows you to automatically read candidate information from resume image data and add it to Notion. This automation is expected to reduce manual data management tasks, improve work efficiency, and reduce human errors.
■Overview
When you upload business card data to the form, AI operations automatically extract the necessary information from the business card and store it in Excel.
After that, a workflow is set up to automatically send emails to the specified recipients.
■Setup Method
1. Set up a form to collect business card data.
2. Configure the items you want to extract with the "Read Business Card Information" action.
3. Automatically store the read data in Excel using the "Operate Database" operation.
4. Set up the email content.
■Notes
・Please prepare the business card data.
・Integration settings with Excel and Yoom are required.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). 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 operations set in the flow bot will result in an error, 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 restricted apps and AI features (operations).
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.
■Overview
This is a flow bot that extracts information such as names and email addresses from the signature information of received emails using AI and registers it in the Salesforce lead object.
When an email is sent to the email address created with Yoom, the flow bot is activated. Please forward emails from Gmail or Outlook to the Yoom email address or add the Yoom email address to CC, etc., for use.
■Notes
・Feel free to change the information obtained from emails as needed.
・Integration settings between Salesforce and Yoom are required.
・Available with Yoom's Team Plan or higher.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow to register a task in Trello when an inquiry email is received.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who frequently use email for business
・Customer support representatives who receive inquiries from leads or customers via email
・Internal help desk staff who use email to handle inquiries from employees
・Those who want to prevent overlooking emails and improve customer satisfaction
2. Those who use Trello for business
・Those who want to reduce the burden on staff by eliminating the hassle of task registration
・Those who want to speed up information sharing and task tracking by staff
・Those who want to prevent transcription errors and improve the accuracy of task information
■Benefits of using this template
With this flow, when an inquiry is received via Yoom's email, a new card is automatically created in Trello.
By automatically registering the information from the inquiry email as a task, it helps prevent overlooking inquiries, speeds up information sharing, and facilitates smooth follow-ups.
Additionally, since manual transcription is not required, it is possible to prevent input errors and registration omissions.
■Overview
This is a flow to register contacts in HubSpot from the signature information of received emails.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who regularly check and respond to emails
・Sales department personnel who handle customer interactions and inquiries
・Those who register contacts in HubSpot based on information provided in emails
2. Those who manage customers using HubSpot
・Those who manually register contacts
・Those who want to streamline and enhance the accuracy of contact registration and management
■Benefits of using this template
If you are using HubSpot for customer information management, you might find manual contact registration tedious.
Moreover, if other tasks consume your time, contact registration might get delayed, risking missed business opportunities.
With this flow, you can automatically register contacts in HubSpot by reading the signature information from received emails, eliminating the need for manual work.
Seamless contact registration in HubSpot is possible, making manual registration unnecessary and improving customer management efficiency.
■Notes
・Please integrate HubSpot with Yoom.
・AI operations are available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set flow bot 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).
Manually Launch Flowbot from the Specified App
Use the Chrome extension to manually launch Flowbot from individual pages such as Salesforce or Notion.
■Overview
Send a template email from Gmail using specific lead detail pages in Salesforce.
Feel free to change the email content to any desired value.
Additionally, attachments can be freely configured.
■Notes
・This can only be used on Chrome as it requires a Chrome extension.
・Salesforce is available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flow Bot will result in errors, so please be aware.
・Paid plans like the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are usually restricted.
■Overview
This is a flow to create a payment link from Notion using Stripe and send it via Outlook.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
With Yoom, you can easily integrate between apps without programming.
■Recommended for
1. Those who manage transaction information in Notion
・Those who want to synchronize registered information with other tools to improve work efficiency
2. Those who use Stripe for business
・Those who want to reduce the effort of creating payment links automatically
■Benefits of using this template
With this flow, you can create a Stripe payment link from the Notion database and automatically send it to customers via Outlook.
This eliminates the need for manual data entry, link creation, and email sending, reducing workload and preventing human errors.
■Notes
・Please integrate Notion, Stripe, and Outlook 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 you set 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 normally restricted.
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business). If you are not subscribed to the General Business Plan, authentication may fail.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
This is a flow to create a Zoom meeting URL by selecting a meeting participant from Airtable.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.
■Recommended for
1. Those who manage contacts and meeting schedules using Airtable
・Those who have multiple contacts registered in Airtable and want to efficiently select meeting participants
・Those who want to centrally manage meeting schedules and reduce manual management
2. Those who use Zoom for online meetings and discussions
・Those who frequently set up Zoom meetings but find creating and sharing links cumbersome
・Those who want to quickly set up meetings and communicate smoothly with participants
■Benefits of using this template
By integrating Airtable and Zoom, the meeting scheduling process is simplified.
For example, by directly selecting participants from Airtable, a Zoom meeting URL is automatically generated, eliminating the need for manual URL entry and verification.
This can lead to time savings and increased efficiency.
Additionally, meeting preparation can be done smoothly, reducing stress.
Furthermore, tracking which participants attend which meetings can be centrally managed in Airtable, reducing coordination errors and improving overall work efficiency.
■Notes
・Please integrate Yoom with both Airtable and Zoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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.
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.
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.
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!
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!
