Register updates in your core system when a status is updated in Google Sheets

Launch this workflow to connect Google Sheets !

■Overview

Manually registering the status of projects and tasks managed in Google Sheets in your core system every time can be time-consuming and prone to data entry errors. With this workflow, whenever a row in Google Sheets is updated, the RPA feature automatically registers the data in your core system. This eliminates the hassle of duplicate data entry and reduces human error, helping streamline your operations.

■Recommended for

Teams struggling with manually transferring data between Google Sheets and their core system
Teams looking to automate repetitive browser-based data entry with RPA
Team leaders who want to prevent missed status updates and data entry errors while improving operational accuracy

■Benefits of this template

Automatically detects status updates in Google Sheets and registers them in your core system, reducing the time spent manually transferring data.
By processing updates automatically, the system reduces the risk of human error, such as incorrect data entry and missed updates.

■Workflow

First, connect Google Sheets to Yoom.
Next, select Google Sheets as the trigger, set the action to “When a row is updated,” and specify the file and sheet you want to monitor.
Finally, set the RPA feature’s “Operate browser” action as an operation, and record the series of steps from logging in to your core system through registering the data. Map the information retrieved by the trigger to the appropriate fields in your core system.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization options

For the “Operate browser” action, configure the URL, login credentials, and other settings for your core system based on your environment.
When configuring RPA, you can freely map data from specific Google Sheets columns to the corresponding input fields in your core system.

‍■Notes

Connect each Google Sheet to Yoom.
You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
Note that the shortest available trigger interval varies by plan.
The “Operate browser” operation is available only on the Success Plan. On the Free, Personal, Mini, and Team Plans, the configured operation in the workflow bot will result in an error.
Paid plans, including the Success Plan, offer a two-week free trial. During the free trial, you can use restricted apps and the “Operate browser” operation.
For instructions on configuring the “Operate browser” operation, see How to configure “Operate browser”.
Customize the “Operate browser” operation to match the website you use.

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About the Apps

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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