Retrieve data from Microsoft Excel at the specified date and time, convert it to PDF, and send it via Gmail.
Retrieve data from Microsoft Excel at the specified date and time, convert it to PDF, and send it via Gmail.
Launch this workflow to connect
Gmail &
Google Docs &
Microsoft Excel
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■Overview
This flow retrieves data from Microsoft Excel at a specified date and time, converts it to PDF, and sends it via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
- Sales team members 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 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 PDF files created from aggregated Microsoft Excel data and Google Document templates via Gmail on a specified schedule.
This eliminates the need for manual data entry, file conversion, and email sending, reducing the workload on the responsible person.
Additionally, by reducing human errors such as input mistakes and missed emails, 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
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Gmail
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Google Docs
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Templates using
Microsoft Excel
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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.
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Google Docs
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Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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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)
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
Get worksheet information
Get a specific cell value
Get range by column
Get range by row
Add worksheet
Rename sheet
Get table list
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
There is no action.
Flowbot operations
Get worksheet informationGet a specific cell valueGet range by columnGet range by rowAdd worksheetRename sheetGet table listAdd TableEnter Formula in CellEnter Value in CellGet item IDDelete SheetSort a specified range in ascending or descending orderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList sitesList drives in siteGet worksheet information (SharePoint)Get the value of a specific cell (SharePoint)Get range by column (SharePoint)Get range by row (SharePoint)Add worksheet (SharePoint)Rename worksheet (SharePoint)Get table list (SharePoint)Add table (SharePoint)Set formula in cell (SharePoint)Set value in cell (SharePoint)Delete sheet (SharePoint)Sort a specified range in ascending or descending order (SharePoint)Unprotect worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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