Copy the sheet when Google Sheets is updated, then send the sheet name and ID in Outlook

Launch this workflow to connect Google Sheets !

■Overview

When you update information managed in Google Sheets, do you manually copy the sheet and share it with stakeholders via Outlook? Although this is a recurring task, it is prone to human error, such as copying the wrong sheet or missing notifications. With this workflow, simply updating a row in Google Sheets automatically copies the sheet and sends a notification via Outlook, helping you resolve these issues smoothly.

■Who should use this template

Anyone who manually copies updates from Google Sheets and shares them via Outlook
Anyone looking to reduce the time spent on routine information-sharing tasks and focus on core responsibilities
Anyone looking to prevent manual copying errors and missed notifications while improving operational accuracy

■Benefits of using this template

Automatically copy the sheet and send an email notification when a row in the spreadsheet is updated, reducing the time spent on manual tasks.
Prevent human errors such as copying the wrong sheet or missing important notifications to stakeholders.

■Flowbot steps

First, connect Google Sheets and Outlook to Yoom.
Next, select Google Sheets as the trigger and specify the spreadsheet and sheet (tab) to monitor using the “When a row is updated” action.
Then, configure the Google Sheets “Copy sheet (tab)” action to copy the sheet within the file specified in the trigger.
Finally, configure the Outlook “Send an email” action and send the copied sheet name and other information to the specified recipients.

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

■Customization options

With the Outlook email action, you can freely customize the recipient email addresses, subject, and body.
You can insert dynamic information, such as the name and ID of the copied sheet retrieved in the previous operation, into the email body before sending it.

■Notes

‍‍Connect both Google Sheets and Outlook to Yoom.
You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
Note that the shortest trigger interval varies by plan.
Microsoft 365 (formerly Office 365) offers plans for home use and business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
For notes on using Google Sheets as an app trigger, see “[App Trigger] Notes on the Google Sheets Trigger”.

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About the Apps

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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