Generate a report in Microsoft Excel when a row is added to Google Sheets
Generate a report in Microsoft Excel when a row is added to Google Sheets
Launch this workflow to connect
Microsoft Excel &
Google Sheets
!
■Overview
Do you find it time-consuming to manually create Microsoft Excel reports based on data managed in Google Sheets? While creating regular reports is important, manually transferring data takes time and can lead to input errors. With this workflow, a Microsoft Excel report is automatically generated whenever a row is added to Google Sheets, helping you streamline these routine tasks and focus on more important work.
■Recommended for
- Anyone who manually creates Microsoft Excel reports based on data in Google Sheets
- Anyone looking to reduce the time spent creating regular reports and improve operational efficiency
- Anyone who wants to prevent human errors such as input mistakes and omissions caused by manually transferring data
■Benefits of using this template
- Reports are automatically generated when a row is added to Google Sheets, reducing the time previously spent on manual work.
- Since manual data transfer is no longer required, you can reduce the risk of human errors such as incorrect entries and omissions.
■Workflow steps
- First, connect Google Sheets and Microsoft Excel to Yoom.
- Next, select Google Sheets as the trigger and set the action to “When a row is added.”
- Finally, set the “Generate a document” action under the document generation feature in the operation, and generate a report based on a Microsoft Excel template.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customizing this workflow
■Customizing this workflow
- In the Google Sheets trigger settings, specify the spreadsheet ID and sheet name (tab name) you want to include in the automation.
- In the document generation operation settings, select the Microsoft Excel template file you prepared in advance and specify which information retrieved from Google Sheets should be reflected in the report.
■Notes
- Connect both Google Sheets 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.
- For important notes on using Google Sheets as an app trigger, see [App Trigger] Important Notes About the Google Sheets Trigger.
- Microsoft 365 (formerly Office 365) offers plans for home use and plans for businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
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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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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
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
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd RowsMore inspiration for you
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