Merge form data into Google Docs and send PDFs via Outlook
Merge form data into Google Docs and send PDFs via Outlook
Launch this workflow to connect
Google Docs &
Microsoft Outlook
!
■Overview
Do you spend too much time manually transferring information received through inquiry forms and other channels into documents, then sending those documents by email? This process also carries risks such as data entry errors and missed emails. With this workflow, when a form is submitted, the information is automatically inserted into a Google Doc, and the completed document is automatically sent as a PDF via Outlook. This eliminates these challenges and keeps the entire process running smoothly.
■Who This Template Is For
- Anyone who creates and sends documents in Google Docs based on information collected through forms
- Anyone who wants to prevent human errors such as data entry mistakes and missed emails when sending routine documents
- Anyone who wants to connect Google Docs and Outlook to eliminate manual work and improve operational efficiency
■Benefits of Using This Template
- Automate everything from document creation to email delivery when information is submitted through a form, reducing the time spent on manual tasks.
- Reduce the risk of human errors, such as mistakes when transferring data manually or entering email addresses and attaching files.
■Workflow
- First, connect Google Docs and Outlook to Yoom.
- Next, select Yoom's "Form" feature as the trigger and create the form that will start the workflow.
- Then, select Google Docs as the operation, insert the information collected through the form into a pre-prepared template, and automatically create the document.
- Finally, select Outlook as the operation and configure it to attach the created document as a PDF and send an email to the specified recipients.
※"Trigger": An action that starts the workflow. "Operation": An action that processes data within the workflow after the trigger starts.
■Customization Options
- Customize the form that triggers the workflow to include the information you want to collect, such as names, company names, and inquiry details.
- For Google Docs, specify a template prepared in advance and configure which form data should be inserted and where.
- For the email-sending action in Outlook, customize the recipient email addresses, subject, and message as needed.
■Notes
- Connect both Google Docs and Outlook to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home use and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- The Form feature is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connects configured in workflows that use this feature will result in errors.
- Paid plans such as the Personal, Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
Flowbot operations
Append Text to Document
Replace Text
Create a New Document
Get Document Content
Insert Image into Document
Add Document Tab
Create an Event in My Calendar
Create a Calendar
Create an Event in a Specified User's Calendar
Get Email Attachment Information
Download Email Attachments
Delete Event from a Specific User's Calendar
Update Event in a Specific User's Calendar
Delete Event from My Calendar
Update Event in My Calendar
Create Task (with Reminder Settings)
Create a Task (Reminders Not Supported)
Search Events in My Calendar
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 Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar ViewRetrieve a List of Members in a Specified GroupMore inspiration for you
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