Retrieve data from a Google Spreadsheet at the specified date and time, convert it to a PDF, and send it via Gmail.
Retrieve data from a Google Spreadsheet at the specified date and time, convert it to a PDF, and send it via Gmail.
Launch this workflow to connect
Gmail &
Google Docs &
Google Sheets
!
■Overview
This flow retrieves data from a Google Spreadsheet at a specified date and time, converts it to a PDF, and sends it via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
- Sales representatives who submit daily sales reports or KPI reports to their supervisors
- Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports
- Those who want to send monthly reports on sales data or inventory status to stakeholders
- Project managers who send regular progress updates or performance reports to clients or business partners
- Marketing personnel who regularly analyze marketing data and report to the team or clients
■Benefits of using this template
With this flow, you can automatically send a PDF file via Gmail, based on aggregated data from Google Spreadsheets and a template from Google Docs, according to a specified schedule.
This eliminates the need for manual data transcription, file conversion, and email sending, reducing the burden on the responsible personnel.
Additionally, by reducing human errors such as input mistakes and missed sends, you can send highly accurate data in a consistent format.
You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.
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About the Apps
Templates using
Gmail
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Templates using
Google Docs
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Templates using
Google Sheets
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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Google Docs
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This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
Add Google Form responses to a Google Document
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Add content posted in a specific room on Google Chat to a Google Document.
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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.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
No-Code API Actions
Executable API actions
Flowbot triggers
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
When a row is added
When a row is updated
Flowbot operations
Search emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Append text to document
Replace text
Create a new document
Get document content
Insert image into document
Add document tab
Set a value in a cell
Get values
Clear values
Create a new spreadsheet
Copy a sheet (tab)
Add a new sheet (tab)
Delete Sheet (Tab)
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
There is no action.
Flowbot operations
Append text to documentReplace textCreate a new documentGet document contentInsert image into documentAdd document tab
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace valuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columnsMore inspiration for you
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