Retrieve data from Microsoft Excel at a specified time, summarize it with AI, and copy it to Google Sheets
Retrieve data from Microsoft Excel at a specified time, summarize it with AI, and copy it to Google Sheets
Launch this workflow to connect
Microsoft Excel &
Google Sheets
!
■Overview
Do you find it time-consuming to regularly review data stored in Microsoft Excel, summarize it, and transfer it to Google Sheets? Manual data migration not only takes time but can also lead to inconsistencies in summary quality. This workflow automates the entire process of retrieving data from Microsoft Excel on a specified schedule, having AI summarize it, and transferring it to Google Sheets, helping streamline tasks such as report creation.
■Recommended for
- Those who create regular reports or share information based on Microsoft Excel data
- Those who want to use AI to extract key points from large volumes of text data and apply them to their work
- Those who want to eliminate manual data entry across multiple tools and automate their workflows
■Benefits of using this template
- Automate everything from retrieving data at a specified time to summarizing it with AI and adding it to Google Sheets, reducing the time spent on routine tasks.
- Eliminate manual copy-and-paste and summarization to prevent human errors such as data entry mistakes and missing information.
■Flowbot steps
- First, connect Microsoft Excel and Google Sheets to Yoom.
- Next, select Schedule Trigger as the trigger and configure the flow to start with the action “When the specified schedule arrives.”
- Then, set the Microsoft Excel “Retrieve multiple records” action in the operation and retrieve data from the target file.
- Set the command operation “Repeat processing” to process each retrieved data item.
- Within the repeated process, first set the AI feature’s “Summarize” action to summarize the retrieved data.
- Finally, set the Google Sheets “Add a record” action to add the AI-generated summary to the specified sheet.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- When retrieving data from Microsoft Excel, configure the storage location, file name, sheet name, and other details for the target file as needed.
- When outputting the summary to Google Sheets, configure the ID of the spreadsheet and the sheet tab name where you want to add the data.
■Notes
- Connect both Microsoft Excel and Google Sheets to Yoom.
- Microsoft 365 (formerly Office 365) offers home and business plans (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 Flowbot 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 subject to plan restrictions.
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About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
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 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 RowsMore inspiration for you
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