Copy a Google Sheet when you receive a Gmail email with a specific subject line
Launch this workflow to connect
Google Sheets &
Gmail
!
■Overview
Do you find it time-consuming to manually copy a Google Sheets template whenever you receive a specific email? For example, duplicating a format every time you receive a notification email for a regular report may seem simple, but it can be easy to forget and become a burden. With this workflow, you can automatically copy a specified Google Sheets tab when you receive an email in Gmail, reducing the effort required for these routine tasks.
■Recommended for
- Those who frequently start tasks in Google Sheets based on emails received in Gmail
- Those responsible for manually preparing regular reports, such as monthly or weekly reports
- Teams that find manually copying and pasting sheets time-consuming or prone to omissions
■Benefits of using this template
- Automatically copy a Google Sheets tab when you receive a specific email, reducing time spent on manual tasks and helping you focus on more important work.
- Eliminate manual operations to prevent human errors, such as forgetting to copy a sheet or copying the wrong sheet.
■Workflow
- First, connect Gmail and Google Sheets to Yoom.
- Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
- Then, configure the “Branch” command operation to split subsequent processes based on specific conditions.
- Finally, set the Google Sheets “Copy a sheet (tab)” action as an operation.
※“Trigger”: An action that starts the flow. “Operation”: An action that performs a process in the flow after the trigger starts.
■Customization options
■Customization options
- When setting the Google Sheets action to copy a sheet, specify the ID of the spreadsheet to copy from and the name of the sheet (tab) you want to copy.
■Notes
- Connect both Gmail and Google Sheets to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest trigger interval varies by plan.
- Branching is an operation available on the Personal plan and higher. On the Free plan, operations configured in the workflow will result in an error.
- 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 restrictions.
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About the Apps
Google Sheets
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Google Sheets
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Gmail
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Gmail
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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.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Executable API actions
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Flowbot triggers
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Flowbot triggers
Flowbot operations
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