Publish a report in Microsoft Excel when a row is updated in Google Sheets
Publish a report in Microsoft Excel when a row is updated in Google Sheets
Launch this workflow to connect
Microsoft Excel &
Google Sheets
!
■Overview
Do you find it time-consuming to regularly create Microsoft Excel reports based on data managed in Google Sheets? Manually transferring data not only takes time but can also lead to human errors, such as copy-and-paste mistakes. With this workflow, you can automatically generate a Microsoft Excel report whenever a specific row in Google Sheets is updated. Streamline your reporting process and keep your reports accurate and up to date.
■Who should use this template
- Anyone who manually creates Microsoft Excel reports based on Google Sheets data
- Team leaders who want to efficiently share the latest information from collaboratively managed sheets in report format
- Anyone considering automating report creation to make faster, data-driven decisions
■Benefits of using this template
- Reports are generated automatically whenever a row in Google Sheets is updated, reducing the time spent creating them manually.
- By eliminating the need to transfer data manually, you can reduce the risk of human errors such as input mistakes and incorrect references.
■Flowbot 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 updated.”
- Finally, select the document generation feature in the operation and set the “Generate a document” action using a Microsoft Excel template file.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- In the Google Sheets trigger settings, specify the spreadsheet ID and sheet name you want to monitor.
- When generating a report in Microsoft Excel, specify the storage location, drive ID, and item ID for the file you want to use as a template.
■Notes
- Connect both Google Sheets and Microsoft Excel to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and general businesses (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.
- Note that the shortest available trigger interval varies by plan.
- For important notes about using Google Sheets as an app trigger, see “Important Notes About the Google Sheets Trigger [App Trigger].”
- Prepare the document template in advance. For details on how to create one, see “How to Configure ‘Generate 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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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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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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