When a specific message is received in Outlook, update all matching records in Google Sheets
When a specific message is received in Outlook, update all matching records in Google Sheets
Launch this workflow to connect
Google Sheets &
Microsoft Outlook
!
■Overview
Manually updating Google Sheets based on specific emails received in Outlook can be time-consuming and prone to transcription errors. With this workflow, simply receiving a specific email in Outlook enables AI to extract the required data from the email body and automatically update the corresponding record in Google Sheets, helping streamline these routine tasks.
■Recommended for
- Those who manually manage data using Outlook and Google Sheets
- Those who spend too much time on routine, email-based update tasks
- Those who want to eliminate manual data entry errors and improve data accuracy
■Benefits of this template
- Information is updated automatically when an email is received in Outlook, reducing the time previously spent on manual updates.
- Automated processing helps prevent human errors such as copy-and-paste mistakes and missed updates.
■Workflow steps
- First, connect Google Sheets and Outlook to Yoom.
- Next, select Outlook as the trigger and set the action to “When an email with a specific subject is received.”
- Then, configure the AI feature in the operation to extract the data required for the update from the received email body.
- Next, use the “Retrieve multiple records” action in Google Sheets to retrieve all records subject to the update.
- Set up repeated processing for the retrieved records using a command operation.
- Finally, configure the “Update a record” action in Google Sheets within the repeated process to update the target records.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
■Customization options
- For each Google Sheets action that retrieves or updates records, set the ID and sheet name (tab name) of the spreadsheet you want to use.
■Notes
- Connect Outlook 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.
- Microsoft 365 (formerly Office 365) offers plans for home use and plans for businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- Apps used between “Repeat the same process” operations are available on the Personal plan and above. On the Free plan, the configured workflow operations and data connections will result in errors.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
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Google Sheets
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
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
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 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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