Transfer data added to Google Sheets to Microsoft Excel, automatically generate invoices with AI, and send them by email
Transfer data added to Google Sheets to Microsoft Excel, automatically generate invoices with AI, and send them by email
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■Overview
Do you find it time-consuming to manually transfer billing information managed in Google Sheets to Microsoft Excel, create invoices, and send them by email? With this workflow, simply adding a row to Google Sheets lets you streamline the entire invoicing process—from transferring data to Microsoft Excel and automatically creating invoices with AI to sending them by email.
■Who Is This Template For?
- Accounting and sales administration teams managing billing information in Google Sheets and Microsoft Excel
- Those looking to automate invoice creation with AI and reduce the time spent on these tasks
- Those struggling with errors and delays because they manually handle the entire process from creating invoices to sending them by email
■Benefits of Using This Template
- From adding data to a spreadsheet to automatically creating and emailing invoices, the entire process runs automatically, reducing the time previously spent on manual work.
- It helps prevent human errors such as incorrect amounts when transferring data or creating invoices, as well as missed email deliveries.
■Flowbot Steps
- First, connect Google Sheets and Microsoft Excel to Yoom.
- Next, select Google Sheets as the trigger and set the “When a row is added” action.
- Then, set Microsoft Excel’s “Add a record” action as an operation to transfer the spreadsheet information.
- Next, use the AI feature’s “Generate text” action to create the invoice email body based on the transferred information.
- Then, use the document creation feature’s “Issue a document” action to automatically create the invoice PDF.
- Finally, use Yoom’s “Send an email” action to automatically send the created invoice PDF as an attachment to the customer.
※“Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger is activated.
■Customization Options
■Customization Options
- In the Google Sheets trigger settings, specify the spreadsheet ID and sheet tab name you want to monitor.
- For the Microsoft Excel action, specify the file and worksheet where you want to transfer the data.
- Customize the prompt used to generate the email body with the AI feature and the invoice template used by the document creation feature to match your company’s operations.
- For the email-sending action, configure the recipient’s email address, subject, and other details to match your actual business needs.
■Notes
- Connect both Google Sheets and Microsoft Excel to Yoom.
- For important notes about using Google Sheets as an app trigger, see “[App Trigger] Important Notes About Google Sheets Triggers”.
- Microsoft365 (formerly Office365) offers plans for home use and general business use (Microsoft365 Business). Authentication may fail if you are not subscribed to a general business plan.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest trigger interval varies by plan.
- For details on configuring operations that manipulate Microsoft Excel databases, see “[Excel] Configuring Operations for Manipulating Databases”.
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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
There is no action.
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)More inspiration for you
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