Create a copy of a Google Spreadsheet when you receive an email with a specific label in Gmail
Create a copy of a Google Spreadsheet when you receive an email with a specific label in Gmail
Launch this workflow to connect
Google Sheets &
Gmail &
Google Drive
!
■Overview
Do you manually transfer the details of routine emails, such as orders and inquiries received in Gmail, to Google Sheets one by one? This work is not only time-consuming but also prone to copy-and-paste errors. With this workflow, when an email with a specific label is received in Gmail, AI extracts the necessary information from the email body, duplicates the specified Google Sheets template, and records the data automatically. This automates the process of transferring data from emails, improving operational accuracy and efficiency.
■Who This Template Is For
- Anyone who manages the contents of routine emails received in Gmail using Google Sheets
- Anyone who spends too much time manually entering data from emails and wants to reduce input errors
- Anyone who wants to automate and streamline a series of administrative tasks triggered by specific emails
■Benefits of Using This Template
- Automate the entire process from receiving emails in Gmail to recording the data in Google Sheets, reducing the time spent on manual data entry.
- Eliminate manual copy-and-paste work to help prevent human errors such as transcription mistakes and missing entries, improving data accuracy.
■Flowbot Steps
- First, connect Gmail, Google Drive, and Google Sheets to Yoom.
- Next, select Gmail as the trigger and set the action to “When an email with a specific label is received.”
- Then, configure the AI feature as an operation to extract the necessary information from the received email body.
- Next, configure the Google Drive operation “Duplicate a file” to duplicate the Google Sheets template prepared in advance.
- Finally, configure the Google Sheets operation “Add a record” to record the extracted information, details about the duplicated file, and other data in a management list or similar sheet.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- When configuring the addition of records to Google Sheets, specify the ID of the target spreadsheet to determine which file the information should be recorded in.
- You can also specify the tab name to choose which sheet within the selected spreadsheet to add the records to.
■Notes
- Connect Gmail, Google Drive, and Google Sheets 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.
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About the Apps
Google Sheets
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About the apps you use
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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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
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)
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
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 Message
Flowbot triggers
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload a Google Sheet (Specify Sheet)Change Sharing to "Anyone with the Link"Search Files and Folders in a Specific Folder (Excluding Trash)Convert a Presentation File to Google SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and FoldersMore inspiration for you
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