Retrieve Microsoft Excel data at a specified time, generate content with AI, and send emails through SendGrid
Retrieve Microsoft Excel data at a specified time, generate content with AI, and send emails through SendGrid
Launch this workflow to connect
Microsoft Excel &
SendGrid
!
■Overview
Do you find it time-consuming to manually create and send emails while checking a Microsoft Excel list every time you send regular updates to customers? This workflow automates the entire process: it automatically retrieves data from Microsoft Excel at a specified time, uses AI to generate personalized content based on the data, and sends the emails through SendGrid. Streamline this routine yet essential email distribution process with ease.
■Who This Template Is For
- Anyone who manually sends regular emails based on a Microsoft Excel customer list
- Anyone who wants to use AI to streamline the creation of personalized emails for each customer
- Anyone looking to prevent mistakes such as incorrect recipients or missed emails caused by manual work
■Benefits of Using This Template
- Automate everything from retrieving data from Microsoft Excel to generating email content with AI and sending emails through SendGrid, reducing the time spent on manual tasks.
- Eliminate the need to create emails and set recipients manually, helping prevent human errors such as sending emails to the wrong recipients or entering incorrect content.
■Flow Bot Steps
- First, connect Microsoft Excel and SendGrid to Yoom.
- Select “Schedule Trigger” as the trigger, then use the “When the specified schedule arrives” action to set the date and time for launching the flow.
- In the operation, configure Microsoft Excel’s “Retrieve multiple records (up to 10)” action to retrieve the data targeted for sending.
- Next, use the “Generate text” action to have AI create the email content based on the retrieved information.
- Configure the “Repeat processing” command to repeat the process for the number of records retrieved.
- Finally, use SendGrid’s “Send email” action to send the generated content to the specified recipients.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- When configuring Microsoft Excel’s “Retrieve multiple records” action, select the storage location containing the Microsoft Excel sheet you created in advance, as well as the target file and sheet.
■Notes
- Connect both Microsoft Excel and SendGrid to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home use and general business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a general business plan.
- Apps used between “Repeat the same process” operations are available on the Personal plan and above. On the Free plan, the configured flow bot operations and Data Connect settings 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 restrictions.
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SendGrid
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SendGrid
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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.
see detailsTemplates
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Add tasks to Microsoft Excel and Outlook based on Jotform responses.
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Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
SendGrid
Yoom allows you to utilize SendGrid's API without any coding. You can not only automate email sending from SendGrid but also retrieve the bounce list via the API.
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Add user information submitted through Fillout to the SendGrid contact list.
This is a flow for adding user information submitted through HubSpot forms to a contact list in SendGrid. By using this flow, the process of entering user information is automated, which can reduce working time. It is recommended for those who want to increase productivity.
Add user information submitted through HubSpot forms to the SendGrid contact list.
This is a flow for adding user information submitted through Yoom's form to a contact list in SendGrid. New contacts are registered to the specified list without re-entering information, reducing workload and preventing human errors, thereby improving operational efficiency.
Add user information submitted through the Yoom form to the SendGrid contact list.
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)
Flowbot triggers
There is no action.
Flowbot operations
Send EmailRetrieve Bounce ListCreate Contact ListAdd New Contact to Contact ListDelete ContactsSend Email (File Attachment)Search ContactsSend Email (Multiple Attachments)More inspiration for you
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