Create an invoice and notify Slack when a Google Sheets row is updated

■Overview

Even when billing information is managed in Google Sheets, issuing invoices and sharing them with relevant parties is often still done manually. This process is not only time-consuming but can also lead to human errors such as data entry mistakes and missed notifications. With this workflow, invoices are automatically generated in Google Docs and notifications are sent to Slack whenever a row in Google Sheets is updated, helping you manage billing accurately and efficiently.

■Who Should Use This Template

• Anyone who currently handles everything manually, from managing invoices in Google Sheets to issuing and notifying others about them
• Anyone looking to prevent human errors such as data entry mistakes when issuing invoices or failing to share them with relevant parties
• Anyone responsible for streamlining recurring monthly billing tasks and focusing on core operations

■Benefits of Using This Template

• Complete the entire process, from issuing invoices to sending notifications, simply by updating Google Sheets. This eliminates the need to manually transfer data or send files, saving you time.
• Automating invoice creation and notification tasks reduces human errors such as incorrect amounts, incorrect recipients, and missed notifications.

■Flow Overview

1. Connect Google Sheets, Google Docs, and Slack to Yoom.
2. Select Google Sheets as the trigger and set the trigger action to “When a row is updated.”
3. Select the branching feature in Operations and configure the workflow to proceed only when specific conditions are met, such as when the status column changes to “Issued.”
4. Set the Google Docs “Issue a document” action in Operations to automatically generate an invoice based on the information in Google Sheets.
5. Set the Slack “Send a file” action in Operations to notify the designated channel or team member with the generated invoice file.

※“Trigger”: An action that starts the flow. “Operation”: An action that performs a process within the flow after the trigger starts.

■Customization Options

• In the Google Sheets trigger settings, customize the sheet or table range to automate and the specific columns for which you want to detect updates.
• With the branching feature, you can freely customize the conditions for issuing invoices.
• For the Google Docs action, prepare an invoice template that matches your company’s format.
• For Slack notifications, you can choose the destination channel and the members to mention. You can also insert customer names and amounts retrieved from the spreadsheet as variables in the notification message.

■Notes

• Connect each of Google Sheets, Google Docs, and Slack to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an Operation available on the Mini plan and above. On the Free plan, the configured Operations in the flow bot will result in an error.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (Operations) that are subject to plan restrictions.