When a row is added in Google Sheets, update a record in another sheet and send it via Outlook

Launch this workflow to connect Google Sheets !

■Overview

When managing projects in Google Sheets, do you find it time-consuming to update information in another management sheet based on progress and then notify stakeholders via Outlook? Repetitive manual work can also lead to data entry errors and missed updates. With this workflow, simply adding a row to Google Sheets automatically updates records in another sheet and sends an email via Outlook, helping streamline these tasks.

■Who This Template Is For

Anyone managing information across multiple Google Sheets
Anyone who regularly sends Outlook notifications based on updates to Google Sheets
Anyone looking to streamline operations by reducing manual data transfers between sheets and email creation

■Benefits of Using This Template

Automate everything from entering data into a sheet to updating records and sending emails, reducing the time spent on manual tasks.
Reduce the risk of human error, such as manual data transfer mistakes and missed email notifications, and improve operational accuracy.

■Flowbot Steps

First, connect Google Sheets and Outlook to Yoom.
Next, select Google Sheets as the trigger and set the action to “When a row is added.”
Then, set the Google Sheets “Update a record” action as an operation and specify the sheet and columns to update.
Finally, set the Outlook “Send an email” action as an operation to automatically send notification emails to stakeholders.

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

■Customization Options

In the Google Sheets trigger settings, specify the spreadsheet and sheet you want to use to start the flow.
For the Google Sheets action that updates records, you can flexibly configure the target spreadsheet and sheet, as well as the conditions and content for the columns you want to update.
In the Outlook email settings, you can specify recipients and embed information obtained by the trigger as variables in the subject and body.

■Notes

Connect both Google Sheets and Outlook to Yoom.
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.
You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
Note that the shortest available trigger interval varies by plan.
For important notes when using Google Sheets as an app trigger, see “[App Trigger] Important Notes About 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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