Have you ever noticed a mistake like, “Wait, doesn’t this data differ from the one on the other sheet?” while managing information in Google Sheets? If important company data is incorrect across different sheets, it could affect the actions taken afterward.
In such cases, the integration between Google Sheets comes in handy. With this integration, you can automatically synchronize data between sheets without using complex functions. This allows you to proceed with your tasks without worrying about syncing, ultimately increasing work efficiency while ensuring that you always have access to accurate data. In this article, we will introduce the specific method for doing this.
Recommended for:
Those looking to improve work efficiency using Google Sheets.
Those managing the same information across multiple Google Sheets.
Those who want to avoid mistakes when transferring data from one Google Sheet to another.
Those who want to try it out right away.
This article introduces how to use the no-code tool "Yoom" for integration. No complicated settings or operations are required, making it easy for non-engineers to implement. You can even start right away with the template provided below, so feel free to give it a try!
[What is Yoom]
How to Create a Workflow to Connect Google Sheets
Let's connect Google Sheets using Yoom. This workflow involves "Synchronizing information to another Google Sheet when it is registered in a Google Sheet."
Setting up the Google Sheet that will act as the trigger
Setting up the Google Sheet that will update the information
The setup is complete with the above two steps. Start setting up by copying the flow from the "Try it" banner below!
Preparation
First, register Google Sheets as My App in Yoom. After logging in, select "+ New Connection" from "My Apps" in the left menu.
When you search by app name, the Google login screen will appear, so select the account information you want to link and enter the necessary information.
If the connection is successful, the app name will be displayed. Once this is set up, preparation is complete. Let's proceed to detailed settings.
App Trigger Settings
First, select the first flow "When a row is added". On the first page, the account information linked in preparation is reflected, so please check it.
No need to change the title or trigger action, so if there is no problem with the account information, select "Next".
Next, set the trigger interval and detailed settings for the target sheet. A trigger refers to an action that initiates a flow in the app, and here it refers to "when a row in Google Sheets is updated".
How often should the update of a row in Google Sheets be set? This is the "trigger interval". * The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. The shortest trigger interval varies depending on the plan.
Additionally, enter details such as the target spreadsheet ID. Once all required fields are entered, click "Test" to check for errors.
If an error occurs, refer to the link below and resolve all issues.
Once the error is resolved, select "Save" to complete the trigger settings.
Settings for Google Sheets to Add Information
Next, set up the Google Sheets where the information will be reflected. As before, the account information is reflected on the first page. Scroll down to see the input screen for the sheet information to be linked.
Follow the instructions and enter the spreadsheet ID, etc. Once the necessary items are entered, select "Next" to save the settings.
On the next page, the items entered in the sheet set above are reflected as fields.
Enter the correct record values for each item. After entering values for all items, click "Test" as before to check for errors.
If there are no errors, the information sent as a test should be reflected in the specified sheet. Once the settings are complete, click "Save" to complete the two-step setup!
Finally, if you turn on the trigger, the flow will start moving at the set interval.
This eliminates the hassle of manually entering the same data into multiple sheets each time. We hope you feel that your work has become a little easier.
Other Automation Examples Using Google Sheets
In addition to the integration introduced today, various automations can be achieved by utilizing the Google Sheets API.
If there's anything that catches your interest, please give it a try!
Automation Examples Integrating Google Sheets
It's possible to automate tasks such as copying and creating sheets from a template Google Sheet at the beginning of each month, or summarizing content added to Google Sheets using Gemini and adding it back to Google Sheets.
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.
Notify Microsoft Teams when a row is added in Google Sheets.
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 The flow 'Read English documents stored in Box with OCR and add them to Google Sheets' is a business workflow that facilitates smooth document management and data organization in English. It automatically reads English documents saved in Box using AI-powered OCR and automatically inputs the content into Google Sheets. This reduces the manual data entry workload and supports efficient business operations.
■Recommended for ・Those who store many English documents in Box and spend a lot of time organizing data ・Office staff who want to automate manual data entry tasks using OCR ・Leaders who want to streamline data management in Google Sheets and improve team productivity ・IT personnel in companies who want to integrate multiple SaaS applications to unify business workflows
■Notes ・Please integrate Box and Google Sheets with Yoom. ・The AI operation for OCR is only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot 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). ・The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. ・For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924 ・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
■Overview This is a flow to issue a document and save it to Google Drive when a row in Google Sheets is updated. With Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who manage data with Google Sheets ・If you manage data such as customer information using Google Sheets but find it cumbersome to issue documents manually
2. Companies that use Google Drive for file storage and sharing ・If you use Google Drive regularly and want to utilize it for saving and sharing invoices ・If you want to automate but don't know where to start
■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. ・Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview This workflow allows you to issue an invoice and send it via Gmail when a row in Google Sheets is updated. This automation helps prevent manual errors and saves time. It is an ideal solution for those who want to streamline their billing operations. With Yoom, you can easily connect apps without programming.
■Recommended for ・Accounting personnel managing billing data in Google Sheets ・Business owners who want to focus on other tasks instead of spending time on invoice creation ・Those who want to automate sending invoices to customers using Gmail
■Notes ・Please connect Google Sheets, Google Docs, and Gmail with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Branching is a feature (operation) available in plans above the Mini Plan. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview This workflow allows you to issue an invoice and send it via Outlook when a row in Google Sheets is updated. This automation reduces the time spent on billing tasks and enables accurate and error-free processing. With Yoom, you can easily connect apps without programming.
■Recommended for - Business owners using Google Sheets who spend too much time creating invoices - Accounting personnel who manually create and send invoices and want to improve work efficiency - IT personnel who want to automate the connection between Google Sheets and Outlook but don't know how - Managers who want to reduce invoice creation errors and achieve accurate billing operations - Those who want to add automation features to existing workflows and optimize business processes
■Notes - Connect Google Sheets, Google Docs, and Outlook with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available in plans above the Mini Plan. In the Free Plan, operations set in Flowbot will result in an error, so please be aware. - Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). - Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Integrating Google Sheets not only saves the effort of data entry but also provides the advantage of having accurate information readily available.
Benefit 1: Reduces Data Entry Effort
By integrating Google Sheets, data entry tasks across different sheets are automated. This eliminates the need to manually enter the same data into multiple sheets, significantly reducing work time.
For example, if you manage employee information in Google Sheets and "Sheet A contains all the data, but you also want to use that information in Sheet B," what would you do? Manually synchronizing the necessary data sounds daunting just thinking about it. There might also be errors in number entry. Using functions is an option, but setting them up can be a high hurdle for those unfamiliar with them.
Even in such cases, if you have integrated Google Sheets, entering information in one sheet will immediately and accurately synchronize it. This saves the effort of data entry and allows more time to focus on other tasks.
Benefit 2: Maintains Data Consistency
Integrating multiple Google Sheets makes it easier to maintain data consistency. When sharing the same information across different teams or projects, if separate sheets are frequently updated manually, there can be instances of missed updates or outdated information remaining.
For example, if you manage customer information across multiple sheets and forget to update all sheets when changes occur, different information may exist. Incorrect customer information can lead to incorrect responses. By using Yoom to integrate sheets, updating information in one place automatically reflects in other related sheets, ensuring that the latest data is always shared and data integrity is maintained.
Conclusion
Integrating Google Sheets using Yoom is a convenient method that significantly reduces the effort of data management. By utilizing this integration, you can be freed from manual data entry and update tasks, making it easier to synchronize information between sheets. For instance, even when managing the same data across multiple sheets, you won't need to manually transfer information, preventing errors and saving time. Moreover, no special function settings are required, making it easy for anyone to use.
For those who use Google Sheets daily, Yoom's integration feature should prove to be a very useful tool. Be sure to try it out and make your work more efficient!!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With five years of experience as an SEO writer, I continue to write with the motto of being "easy to read" and "easy to understand." I want to convey the convenience of Yoom, which allows app integration without programming knowledge, to as many people as possible!
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