Update inventory information in Microsoft Excel when a Google Forms response meets specific conditions
Update inventory information in Microsoft Excel when a Google Forms response meets specific conditions
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Google Forms &
Microsoft Excel
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■Overview
Are you manually entering order or shipment request details received through Google Forms into your Microsoft Excel inventory management spreadsheet each time? This manual process is not only time-consuming but can also lead to human errors, such as data entry mistakes. With this workflow, you can automatically update related Microsoft Excel inventory information when a response meeting specific conditions is submitted through Google Forms, helping streamline time-consuming inventory management tasks.
■Who This Template Is For
- Anyone managing inventory with Google Forms and Microsoft Excel who finds manual updates time-consuming
- Anyone manually updating inventory information for supplies or products and struggling with input errors or missed updates
- Anyone looking to check the latest inventory information and improve the efficiency of their overall management processes
■Benefits of Using This Template
- Automatically update inventory information based on form responses, reducing the time spent manually transferring data.
- Prevent human errors such as missed transfers and input mistakes, helping maintain accurate inventory data.
■Flow Bot Process
- First, connect Google Forms and Microsoft Excel to Yoom.
- Next, select Google Forms as the trigger and set the action to “When a response is submitted to the form.”
- Then, configure the branching feature in the operation so that subsequent processes run only when a response meets specific conditions.
- Finally, set the Microsoft Excel “Update a record” action in the operation to update inventory information based on the form response.
※“Trigger”: An action that starts a flow. “Operation”: An action that processes data within a flow after the trigger starts.
■Customization Options for This Workflow
■Customization Options for This Workflow
- When setting up Google Forms as the trigger, specify the form ID you want to connect.
- In the branching operation, configure the conditions for responses that should trigger inventory updates, such as the selection of a specific product or specific response content.
- When setting up the Microsoft Excel update record action, specify the target file, sheet, and rows or columns to update.
■Notes
- Connect both Google Forms and Microsoft Excel 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 depending on your plan.
- Microsoft365 (formerly Office365) offers plans for home use and plans for general business use (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.
- For information on how to retrieve response content when using Google Forms as a trigger, see “How to Retrieve Response Content with the Google Forms Trigger”.
- Branching is an operation available on the Personal plan and higher. On the Free plan, operations configured in the flow bot 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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