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.
Recommended for
Anyone looking to improve their workflow with Google Sheets
People who regularly copy and reuse Google Sheet templates
Those interested in automating the creation of monthly sheets
Want to try it right away?
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!
Copy the sheet from the template Google Spreadsheet at the beginning of each month and change the sheet name.
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.
How to Create a Google Spreadsheet Integration Flow
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.
Step 1: Log in to Yoom
(1) Access the banner below and click "Try this template!"
Copy the sheet from the 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". 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!
Copy the sheet from the template Google Spreadsheet at the beginning of each month and change the sheet name.
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.
Add a new tab to the Google Spreadsheet at the beginning of each month.
■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 automatically link spreadsheet data to Notion, allowing efficient and accurate information sharing. By using Yoom, you can easily connect applications without programming.
■Recommended for ・Those who regularly manage data in Google Sheets ・Those who want to share information within the team using Notion ・Business personnel spending time on manual data entry ・Managers who want to improve data accuracy ・Executives who want to build efficient workflows
■Notes ・Please connect Yoom with both Google Sheets and Notion. ・The operation between repeating the same process is only available with Team Plan and Success Plan. In the case of Free Plan and Mini Plan, the operations and data connect of the flowbot you set will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan can be tried for 2 weeks free of charge. During the free trial, you can use restricted apps and functions (operations).
■Overview Are you manually notifying stakeholders in Discord every time a new row is added to a list managed in Google Sheets? This routine task is not only time-consuming but also prone to missed or delayed notifications. With this workflow, when a row is added in Google Sheets, it automatically sends a message to the specified Discord channel, streamlining information sharing.
■Who we recommend this template for ・Those who manually copy updates from Google Sheets to Discord each time ・Those who want to speed up information sharing within the team and strengthen real-time collaboration ・Those who want to prevent missed or delayed notifications caused by manual work and improve operational accuracy
■Notes ・Connect Yoom with both Google Sheets and Discord. ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on your plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■Overview This is a flow to read resumes sent to the form using OCR and add them to Notion. By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who centrally manage employee information ・Those who want to efficiently add employee information to Notion ・Those in the general affairs department managing employee information
2. Those who want to accurately manage resume data ・Those who use resume data for employee information registration ・Owners of small and medium-sized enterprises who want to enhance the reliability of employee information
■Notes ・Please connect Notion and Yoom. ・The OCR function is only available in 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 functions (operations).
■Overview ・When a survey response is made to the Yoom form, the information will be added to Google Spreadsheet. ・You can centralize the accumulation of form responses and data.
■Preparation ・Pre-registration (integration) with the app to be used is required. The following is a reference guide for integration. ※There may not be a detailed guide for apps that can be easily integrated. https://intercom.help/yoom/en/collections/3041779 ・Prepare a spreadsheet to accumulate application information in advance.
■Spreadsheet used for accumulation (view-only access. Please copy if you want to use it.) ・https://docs.google.com/spreadsheets/d/1S-ENG6XntHgcwsNeUh6wJ5OVML8Sy_ZPYZTkH-PzMDQ/edit#gid=0
■Creation Method ①Select the form trigger, set the following, 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/en/articles/8009267
②Press the + mark under the trigger, select Google Spreadsheet from the operations to manipulate the database, set the following, and test and save. ・Execution action: Add a record ・Spreadsheet ID: Click the field and select the prepared spreadsheet from the candidates. ・Spreadsheet tab name: Click the field and select the target sheet from the candidates. ・Table range: Enter the target range including column names. In this example, it is set to A1:G. ・Values of the record to be added: Embed using 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/en/articles/8223528 ※For the definition of the table range in Google Spreadsheet, please refer here. https://intercom.help/yoom/en/articles/8703465
This is a flow bot that extracts information such as name and email address using AI from the signature information of received emails and registers it as a lead object in Salesforce.
The flow bot will be activated when an email is received at the email address created in Yoom. Please use it by forwarding emails from Gmail or Outlook to the Yoom email address or adding the Yoom email address to CC, etc.
■Overview This is a flow to register a task in Trello when an inquiry email arrives. With Yoom, you can connect apps without programming, making it easy to achieve this flow. ■Recommended for those who 1. Use email frequently in business ・Customer support representatives who receive inquiries from leads and customers via email ・Internal helpdesk staff using email to respond to employee inquiries ・Want to prevent overlooking emails and improve customer satisfaction
2. Use Trello in business ・Want to reduce the burden on staff by eliminating the hassle of task registration ・Want to speed up information sharing and grasp of staff tasks ・Want to prevent transcription errors and improve the accuracy of task information
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a dental hygienist to the IT industry, I previously worked at a web company where I was involved in tasks such as web page replacements as a director's assistant. Leveraging this experience, I am now fully dedicated to conveying the appeal of Yoom to everyone. With an approach that combines technology and user perspective, I am genuinely committed to helping enhance your operational efficiency through Yoom.
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