Gmail Google Docs Google Sheets
Retrieve data from a Google Spreadsheet at the specified date and time, convert it to a PDF, and send it via Gmail.
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Gmail Google Docs Google Sheets

Retrieve data from a Google Spreadsheet at the specified date and time, convert it to a PDF, and send it via Gmail.

Yoom's Gmail ＆  Google Docs ＆  Google Sheets  are ready to use! Automate tasks instantly—just copy the template!
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■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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API Actions That can be No-Code
Executable API actions
everything
Gmail
Google Docs
Google Sheets
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
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Append Text to End
    Replace Value
    Create New Document
    Get Document Content
    Insert Image into Document
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
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)
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    There is no action.
Flowbot operations
    Append Text to End
    Replace Value
    Create New Document
    Get Document Content
    Insert Image into Document
Flowbot triggers
    When a row is added
    When a row is updated
Flowbot operations
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
Tab 1
Tab 2
Tab 3
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