Add deduplicated data to Microsoft Excel based on emails received in Gmail
Add deduplicated data to Microsoft Excel based on emails received in Gmail
Launch this workflow to connect
Microsoft Excel &
Gmail
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■Overview
Do you manually transfer routine emails, such as inquiries and seminar registrations received in Gmail, to Microsoft Excel one by one?
Not only is this time-consuming, but it can also lead to copy-and-paste errors and missed entries.
With this workflow, simply receiving a specific email in Gmail prompts AI to extract the necessary information from the email body, check Microsoft Excel for duplicates, and automatically add the data. Eliminate routine data entry and improve operational accuracy.
Not only is this time-consuming, but it can also lead to copy-and-paste errors and missed entries.
With this workflow, simply receiving a specific email in Gmail prompts AI to extract the necessary information from the email body, check Microsoft Excel for duplicates, and automatically add the data. Eliminate routine data entry and improve operational accuracy.
■Who This Template Is For
- Anyone manually transferring information from routine emails received in Gmail to Microsoft Excel
- Anyone struggling with entry errors or duplicate registrations when entering data from emails
- Anyone looking to automate manual list creation and focus on more important core tasks
■Benefits of This Template
- Automate data additions to Microsoft Excel triggered by incoming Gmail messages, reducing the time previously spent on manual work.
- Prevent human errors such as transfer mistakes, missed entries, and duplicate registrations through automated processing, keeping your data lists accurate.
■Workflow
- First, connect Gmail and Microsoft Excel to Yoom.
- Next, select Gmail as the trigger and set the action to “When an email with a specific label is received.”
- Next, set the AI feature “Extract data from text” as an operation to extract the necessary information from the received email body.
- Next, set the Microsoft Excel operation “Retrieve records” to retrieve existing data from the destination sheet.
- Next, configure a branching operation with a condition to check whether the data extracted in step 3 is included in the data retrieved in step 4.
- Finally, configure the Microsoft Excel “Add record” action to add the data only when the branching condition is met (when the data is not duplicated).
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options
- You can change the trigger app from Gmail to other email apps, such as Outlook.
- You can customize the data fields extracted by AI based on the email content and your business needs, such as names and company names.
- You can change the data destination from Microsoft Excel to other database apps, such as Google Sheets or kintone.
- You can customize the branching conditions based on what you want to manage, such as checking for duplicate email addresses.
■Notes
- Connect both Gmail and Microsoft Excel to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and general business users (Microsoft 365 Business). Authentication may fail if you are not subscribed to a general business plan.
- You can choose 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 Personal plan and higher. On the Free plan, the configured workflow operation will result in an error.
- Paid plans, such as the Personal plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are restricted by plan.
- For details on configuring operations that manage Microsoft Excel databases, see “[Excel] Configuring Operations for Managing Databases.”
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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
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
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)
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 MessageMore inspiration for you
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