Update Microsoft Excel inventory data based on Google Forms responses and send an email notification
Update Microsoft Excel inventory data based on Google Forms responses and send an email notification
Launch this workflow to connect
Google Forms &
Microsoft Excel
!
■Overview
Do you manually update Microsoft Excel each time you receive inventory shipment requests or stocktaking reports through Google Forms? Manual updates are not only time-consuming but can also lead to data entry errors and missed notifications to stakeholders. With this workflow, inventory information in Microsoft Excel is automatically updated as soon as a response is submitted through Google Forms, and the person in charge is notified by email. Streamline your entire inventory management process with ease.
■Recommended for
- Those who manage inventory using Google Forms and Microsoft Excel
- Those who find it time-consuming to manually update inventory information and notify stakeholders
- Those who want to prevent manual inventory data entry errors and missed updates
■Benefits of using this template
- Automate everything from updating Microsoft Excel to sending email notifications when a response is submitted through Google Forms, reducing the time spent on manual tasks.
- Eliminate the need for manual data transfer to prevent human errors such as data entry mistakes and missed updates, helping maintain accurate inventory information.
■Flowbot steps
- 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, set the Microsoft Excel “Update a record” action as an operation to update inventory information based on the form responses.
- Finally, set the “Send an email” action as an operation to notify stakeholders that the inventory information has been updated.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes tasks within the flow after the trigger starts.
■Customization options
■Customization options
- When setting up the Microsoft Excel “Update a record” action, select the storage location where the Microsoft Excel sheet created for inventory management is stored under the database connection settings.
■Notes
- Connect both Google Forms and Microsoft Excel to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home users and plans for general business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- For information on how to retrieve response details when using Google Forms as a trigger, see How to retrieve response details with the Google Forms trigger.
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