Create a PDF in Microsoft Excel and save it to Google Drive when specific data is added to Google Sheets
Create a PDF in Microsoft Excel and save it to Google Drive when specific data is added to Google Sheets
Launch this workflow to connect
Microsoft Excel
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■Overview
Do you spend too much time manually creating Microsoft Excel documents based on data managed in Google Sheets, converting them to PDF, and saving them to Google Drive? With this workflow, whenever a row is added to Google Sheets, a PDF document is automatically created from a Microsoft Excel template and saved to a designated Google Drive folder.
■Who is this template for?
- Anyone who manually creates documents each time based on information managed in Google Sheets
- Anyone looking to streamline the creation and PDF conversion of standardized documents using Microsoft Excel
- Team leaders who want to eliminate manual document creation errors and missed saves to Google Drive
■Benefits of using this template
- Automatically handles everything from converting documents to PDF to saving them to Google Drive when data is added to Google Sheets, reducing the time spent on manual work.
- Eliminates the need to manually transfer data or save files, helping prevent human errors such as input mistakes and saving files to the wrong location.
■Flowbot steps
- First, connect Google Drive and Microsoft Excel to Yoom.
- Next, select Google Sheets as the trigger and set the action to “When a row is added.”
- Next, set the “Branch” command operation to branch subsequent processes based on specific conditions.
- Next, set the “Issue a document” document issuance operation to create a PDF document using Microsoft Excel as the template.
- Finally, set the Google Drive “Upload a file” operation to save the created PDF file in the designated folder.
※“Trigger”: An action that starts the flow. “Operation”: An action that performs a process within the flow after the trigger starts.
■Customization options
■Customization options
- In the “Issue a document” operation, set the storage location, Drive ID, and item ID of the Microsoft Excel file to use as the template.
- In the Google Drive “Upload a file” operation, set the folder ID of the destination where you want to save the created PDF.
■Notes
- Connect both Microsoft Excel and Google Drive 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 business plan.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest trigger interval varies by plan.
- Branching is an operation available on the Personal plan and higher. On the Free plan, operations configured in your Flowbot 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 restricted.
- For notes on using Google Sheets as an app trigger, see “[App Trigger] Notes on the Google Sheets trigger.”
- Prepare the document template in advance. For details on how to create one, see “How to configure ‘Issue a document’.”
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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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